Divisar Capital Management LLC Portfolio Holdings by Sector
Divisar Capital Management LLC
- $528 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductor Equipment & Materials | Technology
UCTT KLIC COHU ONTO 4 stocks |
$107,261
21.68% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
VMEO PDFS CALX BIGC 4 stocks |
$89,553
18.1% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
LITE ADTN 2 stocks |
$82,996
16.78% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
SFIX ZUMZ TLYS ANF 4 stocks |
$41,857
8.46% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
FARO VPG 2 stocks |
$38,699
7.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Recreational Vehicles | Consumer Cyclical
BC MCFT 2 stocks |
$36,313
7.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
BOX ZUO 2 stocks |
$26,587
5.37% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
LASR VSH SQNS 3 stocks |
$26,284
5.31% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
OEC 1 stocks |
$20,362
4.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
CIVI 1 stocks |
$9,204
1.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
HSC 1 stocks |
$8,690
1.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
FN 1 stocks |
$5,285
1.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
FIX 1 stocks |
$1,623
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|