Divisadero Street Capital Management, LP New Holdings in Q2 2025

Divisadero Street Capital Management, LP

  • $1.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SIG
Signet Jewelers LTD

Consumer Cyclical
633K
New
$50.77 - $82.74 $32.1M - $52.4M
633K $50.3M
PRCH
Porch Group, Inc.

Technology
2.44M
New
$4.66 - $11.94 $11.4M - $29.2M
2.44M $28.8M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
818K
New
$18.37 - $27.72 $15M - $22.7M
818K $21.2M
CARG
Car Gurus, Inc.

Communication Services
436K
New
$25.19 - $33.64 $11M - $14.7M
436K $14.6M
FN
Fabrinet

Technology
35.8K
New
$171.03 - $298.93 $6.12M - $10.7M
35.8K $10.5M
GKOS
Glaukos Corp

Healthcare
102K
New
$82.27 - $103.29 $8.37M - $10.5M
102K $10.5M
ZVIA
Zevia Pbc

Consumer Defensive
3.23M
New
$2.02 - $3.64 $6.53M - $11.8M
3.23M $10.4M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
250K
New
$23.18 - $30.7 $5.8M - $7.68M
250K $7.1M
ETON
Eton Pharmaceuticals, Inc.

Healthcare
498K
New
$11.47 - $20.24 $5.71M - $10.1M
498K $7.09M
MMS
Maximus, Inc.

Industrials
95K
New
$65.54 - $76.8 $6.23M - $7.3M
95K $6.67M
PM
Philip Morris International Inc.

Consumer Defensive
28.2K
New
$149.23 - $184.95 $4.21M - $5.22M
28.2K $5.14M
XPEL
Xpel, Inc.

Consumer Cyclical
141K
New
$24.72 - $38.85 $3.49M - $5.49M
141K $5.07M
AFRM
Affirm Holdings, Inc.

Technology
65.4K
New
$35.75 - $69.14 $2.34M - $4.52M
65.4K $4.52M
HROW
Harrow Health, Inc.

Healthcare
141K
New
$22.2 - $31.61 $3.12M - $4.44M
141K $4.29M
LITE
Lumentum Holdings Inc.

Technology
42.6K
New
$49.56 - $95.06 $2.11M - $4.05M
42.6K $4.05M
GAMB
Gambling.Com Group LTD

Consumer Cyclical
306K
New
$11.53 - $14.72 $3.52M - $4.5M
306K $3.63M
CIEN
Ciena Corp

Technology
40K
New
$53.5 - $83.89 $2.14M - $3.36M
40K $3.25M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
125K
New
$21.27 - $26.73 $2.66M - $3.34M
125K $2.74M
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
214K
New
$5.99 - $11.1 $1.28M - $2.37M
214K $2.35M
UPWK
Upwork, Inc

Industrials
158K
New
$11.8 - $17.5 $1.87M - $2.77M
158K $2.13M
CLFD
Clearfield, Inc.

Technology
48.3K
New
$25.24 - $43.41 $1.22M - $2.1M
48.3K $2.1M
REVG
Rev Group, Inc.

Industrials
40K
New
$28.82 - $47.59 $1.15M - $1.9M
40K $1.9M
SHAK
Shake Shack Inc.

Consumer Cyclical
11.2K
New
$75.85 - $140.6 $851K - $1.58M
11.2K $1.58M
LFMD
Life Md, Inc.

Healthcare
109K
New
$4.82 - $15.06 $526K - $1.64M
109K $1.49M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
500K
New
$2.57 - $4.95 $1.29M - $2.48M
500K $1.46M
INMD
In Mode Ltd.

Healthcare
96.8K
New
$13.28 - $18.1 $1.28M - $1.75M
96.8K $1.4M
RH
Rh

Consumer Cyclical
7.22K
New
$145.66 - $249.35 $1.05M - $1.8M
7.22K $1.36M
MED
Medifast Inc

Consumer Cyclical
79.8K
New
$11.92 - $14.17 $952K - $1.13M
79.8K $1.12M
MAX
Media Alpha, Inc.

Communication Services
86.9K
New
$7.49 - $11.12 $651K - $966K
86.9K $951K
CRMD
Cor Medix Inc.

Healthcare
71K
New
$5.86 - $16.56 $416K - $1.18M
71K $874K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
121K
New
$2.85 - $6.24 $346K - $757K
121K $757K
CYRX
Cryoport, Inc.

Industrials
93.5K
New
$4.95 - $7.46 $463K - $698K
93.5K $697K
LOVE
Lovesac CO

Consumer Cyclical
38.1K
New
$12.47 - $21.34 $475K - $813K
38.1K $693K
INOD
Innodata Inc

Technology
6.88K
New
$29.68 - $51.96 $204K - $357K
6.88K $352K
DG
Dollar General Corp

Consumer Defensive
2.18K
New
$86.02 - $114.95 $187K - $250K
2.18K $249K
FIGS
Figs, Inc.

Consumer Cyclical
40.8K
New
$3.62 - $5.89 $148K - $240K
40.8K $229K
SMLR
Semler Scientific, Inc.

Healthcare
5.88K
New
$28.89 - $45.11 $170K - $265K
5.88K $227K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.15K
New
$67.22 - $100.51 $144K - $216K
2.15K $212K
DDD
3 D Systems Corp

Technology
90.5K
New
$1.37 - $2.55 $124K - $231K
90.5K $139K
Savers Value Vlg Inc
1.57M
New
N/A
1.57M $0
Nutex Health Inc
60.1K
New
N/A
60.1K $0
Blacksky Technology Inc
6.3K
New
N/A
6.3K $0
Indivior PLC
136K
New
N/A
136K $0
Amer Sports Inc
300K
New
N/A
300K $0
Wns Hldgs LTD
99.5K
New
N/A
99.5K $0
Beta Bionics Inc
949K
New
N/A
949K $0
Pagaya Technologies LTD
232K
New
N/A
232K $0
Activity Summary
Buys All Purchases 71 New Holdings 48 Increased Positions 23 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 5 Puts 0
Track This Portfolio

Track Divisadero Street Capital Management, LP Portfolio

Follow Divisadero Street Capital Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Divisadero Street Capital Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Divisadero Street Capital Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email