Holders — by stockHoldings — by fund
Divisar Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001645721
$434.0M
disclosed book value
28
positions
10%
largest position share
Positions, as of 2026-06-30
top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ONTOONTO INNOVATION INC | 114,253 | $43.2M | 10% |
| 2 | PIIPOLARIS INC | 529,090 | $36.2M | 8.3% |
| 3 | MKSIMKS INC. | 62,501 | $27.8M | 6.4% |
| 4 | BCBRUNSWICK CORP | 287,137 | $24.2M | 5.6% |
| 5 | KLICKULICKE & SOFFA INDS INC | 180,828 | $24.2M | 5.6% |
| 6 | ORION S.A. | 3.4M | $22.4M | 5.2% |
| 7 | LITELUMENTUM HLDGS INC | 26,123 | $22.4M | 5.2% |
| 8 | UCTTULTRA CLEAN HLDGS INC | 155,653 | $22.2M | 5.1% |
| 9 | PDFSPDF SOLUTIONS INC | 307,879 | $21.8M | 5% |
| 10 | BOXBOX INC | 748,049 | $19.9M | 4.6% |
| 11 | VERXVERTEX INC | 1.6M | $18.8M | 4.3% |
| 12 | RXORXO INC | 662,525 | $18.3M | 4.2% |
| 13 | MCFTMASTERCRAFT BOAT HLDGS INC | 672,276 | $17.4M | 4% |
| 14 | TTMITTM TECHNOLOGIES INC | 92,639 | $17.3M | 4% |
| 15 | CALXCALIX INC | 395,163 | $14.7M | 3.4% |
| 16 | WEAVWEAVE COMMUNICATIONS INC | 2.0M | $12.1M | 2.8% |
| 17 | ADTNADTRAN HOLDINGS INC | 851,526 | $11.8M | 2.7% |
| 18 | CMRCCOMMERCE COM INC | 3.1M | $9.3M | 2.1% |
| 19 | THRMGENTHERM INC | 228,972 | $7.8M | 1.8% |
| 20 | DINDINE BRANDS GLOBAL INC | 165,637 | $5.9M | 1.4% |
| 21 | CALYCALLAWAY GOLF CO | 298,282 | $5.6M | 1.3% |
| 22 | OXMOXFORD INDS INC | 154,388 | $5.4M | 1.2% |
| 23 | ZUMZZUMIEZ INC | 289,102 | $5.1M | 1.2% |
| 24 | LASRNLIGHT INC | 71,446 | $5.0M | 1.1% |
| 25 | VIAVVIAVI SOLUTIONS INC | 96,353 | $4.6M | 1.1% |
| 26 | FABRINET | 7,570 | $4.3M | 1% |
| 27 | ANFABERCROMBIE & FITCH CO | 44,308 | $4.0M | 0.9% |
| 28 | EVEREVERQUOTE INC | 90,000 | $2.1M | 0.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.