Divisadero Street Capital Management, LP Portfolio Holdings

Divisadero Street Capital Management, LP

  • $803 Million
  • Q1 2025

Divisadero Street Capital Management, LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $803 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rush Street Interactive, Inc. with a value of $65.6M, Brinker International, Inc with a value of $45.4M, Genius Sports LTD with a value of $43M, Vital Farms, Inc. with a value of $36.1M, and Carvana Co. with a value of $34.5M.

Examining the 13F form we can see an increase of $147M in the current position value, from $656M to 803M.

Divisadero Street Capital Management, LP is based out at Miami, FL

Below you can find more details about Divisadero Street Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $803 Million
Consumer Cyclical: $363 Million
Consumer Defensive: $133 Million
Healthcare: $99.9 Million
Communication Services: $85.6 Million
Technology: $81.3 Million
Industrials: $20.4 Million
Financial Services: $18.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $803 Million
  • Prior Value $656 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 32 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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