Divisadero Street Capital Management, LP Reduced Holdings in Q4 2024

Divisadero Street Capital Management, LP

  • $656 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-327K
- 73.99%
$131.26 - $163.78 $42.9M - $53.5M
115K $17.2M
TNDM
Tandem Diabetes Care Inc

Healthcare
-692K
- 65.78%
$27.34 - $41.78 $18.9M - $28.9M
360K $13M
ATRC
Atri Cure, Inc.

Healthcare
-1.08M
- 83.56%
$27.02 - $38.2 $29.3M - $41.4M
213K $6.51M
CVNA
Carvana Co.

Consumer Cyclical
-183K
- 48.13%
$175.8 - $260.8 $32.2M - $47.8M
198K $40.2M
VITL
Vital Farms, Inc.

Consumer Defensive
-699K
- 47.14%
$28.13 - $40.91 $19.7M - $28.6M
784K $29.5M
SRAD
Sportradar Group Ag

Technology
-1.73M
- 85.22%
$11.84 - $17.73 $20.5M - $30.7M
300K $5.2M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
-718K
- 96.76%
$21.88 - $26.03 $15.7M - $18.7M
24.1K $532K
GRPN
Groupon, Inc.

Communication Services
-1.55M
- 59.73%
$8.12 - $12.95 $12.6M - $20.1M
1.05M $12.7M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-1.03M
- 44.31%
$17.13 - $34.23 $17.6M - $35.1M
1.29M $31.2M
INGN
Inogen Inc

Healthcare
-856K
- 81.07%
$8.31 - $11.09 $7.12M - $9.5M
200K $1.83M
RAMP
Live Ramp Holdings, Inc.

Technology
-201K
- 92.4%
$23.69 - $32.37 $4.76M - $6.5M
16.5K $501K
DKNG
Draft Kings Inc.

Consumer Cyclical
-103K
- 51.26%
$35.32 - $44.84 $3.62M - $4.6M
97.5K $3.63M
CLFD
Clearfield, Inc.

Technology
-32K
- 15.31%
$27.36 - $38.6 $876K - $1.24M
177K $5.49M
COCO
Vita Coco Company, Inc.

Consumer Defensive
-77.7K
- 46.3%
$27.78 - $37.02 $2.16M - $2.88M
90.2K $3.33M
SKIN
Beauty Health CO

Consumer Defensive
-887K
- 74.01%
$1.39 - $1.85 $1.23M - $1.64M
312K $495K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
-42.8K
- 17.14%
$11.54 - $13.74 $494K - $588K
207K $2.39M
WLDN
Willdan Group, Inc.

Industrials
-7.21K
- 11.53%
$38.09 - $47.7 $275K - $344K
55.3K $2.11M
AHCO
Adapt Health Corp.

Healthcare
-14.4K
- 52.07%
$9.18 - $11.0 $132K - $158K
13.2K $125K
TALK
Talkspace, Inc.

Healthcare
-51.6K
- 33.17%
$2.11 - $3.61 $109K - $186K
104K $321K
Amer Sports Inc
-215K
- 49.43%
N/A
220K $0
BRBR
Bellring Brands, Inc.

Consumer Defensive
-10
- 0.02%
$60.38 - $78.79 $604 - $788
55.8K $4.2M
REAL
The Real Real, Inc.

Consumer Cyclical
-16.2K
- 12.58%
$2.89 - $11.18 $46.7K - $181K
112K $1.23M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-325K
- 28.26%
$4.34 - $10.57 $1.41M - $3.44M
825K $7.18M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-358K
- 6.98%
$10.17 - $14.73 $3.64M - $5.27M
4.77M $65.4M
Activity Summary
Buys All Purchases 47 New Holdings 32 Increased Positions 15 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 4 Puts 0
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