Holders — by stockHoldings — by fund
Divisadero Street Capital Management, LP
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 0001901865
$4.41B
disclosed book value
140
positions
6.4%
largest position share
Positions, as of 2026-06-30
top 100 of 140 · 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 | SEZLSEZZLE INC | 1.6M | $283.1M | 6.4% |
| 2 | CVNACARVANA CO | 4.2M | $274.0M | 6.2% |
| 3 | SGHCSUPER GROUP SGHC LIMITED | 20.1M | $272.5M | 6.2% |
| 4 | DAVEDAVE INC | 699,366 | $260.6M | 5.9% |
| 5 | HIMSHIMS & HERS HEALTH INC | 6.0M | $208.3M | 4.7% |
| 6 | CLSCELESTICA INC | 461,397 | $168.3M | 3.8% |
| 7 | RSIRUSH STREET INTERACTIVE INC | 5.4M | $161.4M | 3.7% |
| 8 | SGHCSUPER GROUP SGHC LIMITEDCALL | 9.3M | $125.4M | 2.8% |
| 9 | SNSHARKNINJA INC | 819,163 | $124.7M | 2.8% |
| 10 | CECOCECO ENVIRONMENTAL CORP | 1.3M | $120.7M | 2.7% |
| 11 | COMPCOMPASS INC | 9.5M | $117.2M | 2.7% |
| 12 | FLYWFLYWIRE CORPORATION | 6.6M | $116.7M | 2.6% |
| 13 | REALTHE REALREAL INC | 9.2M | $108.4M | 2.5% |
| 14 | TPBTURNING PT BRANDS INC | 1.3M | $107.3M | 2.4% |
| 15 | HNGEHINGE HEALTH INC | 1.3M | $107.1M | 2.4% |
| 16 | WLDNWILLDAN GROUP INC | 1.3M | $104.8M | 2.4% |
| 17 | LITELUMENTUM HLDGS INC | 108,188 | $92.8M | 2.1% |
| 18 | VSXYVICTORIAS SECRET AND CO | 1.0M | $85.6M | 1.9% |
| 19 | OMDAOMADA HEALTH INC | 3.8M | $83.4M | 1.9% |
| 20 | RELYREMITLY GLOBAL INC | 3.7M | $83.3M | 1.9% |
| 21 | CHYMCHIME FINL INC | 3.6M | $74.3M | 1.7% |
| 22 | VSHVISHAY INTERTECHNOLOGY INC | 1.3M | $72.3M | 1.6% |
| 23 | APEIAMERICAN PUB ED INC | 1.2M | $62.8M | 1.4% |
| 24 | LWAYLIFEWAY FOODS INC | 2.1M | $62.7M | 1.4% |
| 25 | CELHCELSIUS HLDGS INC | 1.8M | $53.3M | 1.2% |
| 26 | ASAMER SPORTS INC | 1.5M | $51.4M | 1.2% |
| 27 | ESIELEMENT SOLUTIONS INC | 1.0M | $48.8M | 1.1% |
| 28 | GRPNGROUPON INC | 1.8M | $44.4M | 1% |
| 29 | CTRNCITI TRENDS INC | 705,451 | $40.8M | 0.9% |
| 30 | EYENATIONAL VISION HLDGS INC | 1.9M | $36.1M | 0.8% |
| 31 | ENVAENOVA INTL INC | 146,238 | $35.2M | 0.8% |
| 32 | FIGSFIGS INC | 3.2M | $32.6M | 0.7% |
| 33 | PRCHPORCH GROUP INC | 2.1M | $31.7M | 0.7% |
| 34 | FSLYFASTLY INC | 1.7M | $31.1M | 0.7% |
| 35 | LIFEETHOS TECHNOLOGIES INC | 1.6M | $29.7M | 0.7% |
| 36 | BULLWEBULL CORP | 4.4M | $28.8M | 0.7% |
| 37 | HOODROBINHOOD MKTS INC | 250,000 | $25.1M | 0.6% |
| 38 | TDUPTHREDUP INC | 3.6M | $24.9M | 0.6% |
| 39 | INDVINDIVIOR PHARMACEUTICALS INC | 601,863 | $24.7M | 0.6% |
| 40 | VITLVITAL FARMS INC | 2.0M | $23.3M | 0.5% |
| 41 | ICHRICHOR HOLDINGS | 200,621 | $22.5M | 0.5% |
| 42 | ATRCATRICURE INC | 800,931 | $22.4M | 0.5% |
| 43 | KLARKLARNA GROUP PLC | 1.0M | $20.9M | 0.5% |
| 44 | CDNACAREDX INC | 700,938 | $20.0M | 0.5% |
| 45 | HROWHARROW INC | 439,155 | $18.7M | 0.4% |
| 46 | BBNXBETA BIONICS INC | 1.1M | $17.5M | 0.4% |
| 47 | WRBYWARBY PARKER INC | 561,117 | $17.0M | 0.4% |
| 48 | HZOMARINEMAX INC | 455,971 | $16.7M | 0.4% |
| 49 | XPELXPEL INC | 328,665 | $16.3M | 0.4% |
| 50 | RVLVREVOLVE GROUP INC | 708,216 | $16.2M | 0.4% |
| 51 | WTTRSELECT WATER SOLUTIONS INC | 802,180 | $16.0M | 0.4% |
| 52 | BJRIBJS RESTAURANTS INC | 262,421 | $15.9M | 0.4% |
| 53 | USOUNITED STS OIL FD LP | 142,500 | $15.2M | 0.3% |
| 54 | FCFSFIRSTCASH HOLDINGS INC | 59,500 | $12.9M | 0.3% |
| 55 | MAXMEDIAALPHA INC | 1.0M | $12.8M | 0.3% |
| 56 | ONTOONTO INNOVATION INC | 31,891 | $12.1M | 0.3% |
| 57 | YOUCLEAR SECURE INC | 200,000 | $11.1M | 0.3% |
| 58 | CROXCROCS INC | 91,371 | $11.0M | 0.2% |
| 59 | KLICKULICKE & SOFFA INDS INC | 78,000 | $10.4M | 0.2% |
| 60 | DKNGDRAFTKINGS INC NEW | 400,824 | $10.1M | 0.2% |
| 61 | CALYCALLAWAY GOLF CO | 515,778 | $9.7M | 0.2% |
| 62 | ESTAESTABLISHMENT LABS HLDGS INC | 106,675 | $9.2M | 0.2% |
| 63 | CODICOMPASS DIVERSIFIED | 827,298 | $8.8M | 0.2% |
| 64 | JOUTJOHNSON OUTDOORS INC | 190,057 | $8.8M | 0.2% |
| 65 | AFRMAFFIRM HLDGS INC | 106,735 | $8.7M | 0.2% |
| 66 | AXGNAXOGEN INC | 170,416 | $7.9M | 0.2% |
| 67 | PENGPENGUIN SOLUTIONS INC | 100,000 | $7.6M | 0.2% |
| 68 | ACVAACV AUCTIONS INC | 1.0M | $7.2M | 0.2% |
| 69 | HAEHAEMONETICS CORP MASS | 96,459 | $7.2M | 0.2% |
| 70 | LOCOEL POLLO LOCO HLDGS INC | 409,925 | $7.0M | 0.2% |
| 71 | DBIDESIGNER BRANDS INC | 1.2M | $6.9M | 0.2% |
| 72 | FTAIFTAI AVIATION LTD | 25,000 | $6.8M | 0.2% |
| 73 | FLEXFLEX LTD | 40,000 | $6.5M | 0.1% |
| 74 | SMTCSEMTECH CORP | 40,000 | $6.5M | 0.1% |
| 75 | BBWBUILD-A-BEAR WORKSHOP INC | 210,019 | $6.4M | 0.1% |
| 76 | BXCBLUELINX HLDGS INC | 103,141 | $6.4M | 0.1% |
| 77 | DCTHDELCATH SYS INC | 499,796 | $6.3M | 0.1% |
| 78 | OSISOSI SYSTEMS INC | 27,859 | $6.1M | 0.1% |
| 79 | PCORPROCORE TECHNOLOGIES INC | 149,800 | $6.1M | 0.1% |
| 80 | ROADCONSTRUCTION PARTNERS INC | 50,728 | $6.0M | 0.1% |
| 81 | BANDBANDWIDTH INC | 86,065 | $5.4M | 0.1% |
| 82 | EVEREVERQUOTE INC | 219,248 | $5.2M | 0.1% |
| 83 | CLFDCLEARFIELD INC | 130,783 | $5.2M | 0.1% |
| 84 | PARPAR TECHNOLOGY CORP | 267,965 | $4.7M | 0.1% |
| 85 | FCFRANKLIN COVEY CO | 185,547 | $4.6M | 0.1% |
| 86 | TSEMTOWER SEMICONDUCTOR LTD | 17,000 | $4.4M | 0.1% |
| 87 | STUBSTUBHUB HLDGS INC | 329,602 | $4.2M | 0.1% |
| 88 | PRCTPROCEPT BIOROBOTICS CORP | 180,260 | $4.1M | 0.1% |
| 89 | LSCCLATTICE SEMICONDUCTOR CORP | 25,317 | $3.9M | 0.1% |
| 90 | FLWS1 800 FLOWERS COM INC | 1.0M | $3.6M | 0.1% |
| 91 | ARLOARLO TECHNOLOGIES INC | 252,336 | $3.4M | 0.1% |
| 92 | VIAVIA TRANSN INC | 172,755 | $3.1M | 0.1% |
| 93 | PMPHILIP MORRIS INTL INC | 16,452 | $3.0M | 0.1% |
| 94 | TCMDTACTILE SYS TECHNOLOGY INC | 99,622 | $3.0M | 0.1% |
| 95 | EZPWEZCORP INC | 82,602 | $2.9M | 0.1% |
| 96 | SGSWEETGREEN INC | 288,601 | $2.5M | 0.1% |
| 97 | ATECALPHATEC HLDGS INC | 283,953 | $2.5M | 0.1% |
| 98 | UPSTUPSTART HLDGS INC | 67,461 | $2.4M | 0.1% |
| 99 | PRGPROG HOLDINGS INC | 50,000 | $2.3M | 0.1% |
| 100 | BOBSBOBS DISC FURNITURE INC | 144,391 | $2.3M | 0.1% |
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.