Q4 2024 · 13F-HR
Divisadero Street Capital Management, LPholdings as filed
Filed 2025-02-14 · accession 0000919574-25-001257
$856.0M
Reported value
85
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G8068L108 | SN | SHARKNINJA INC | $69.6M | 8.13% | 714,498 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $65.4M | 7.64% | 4,766,612 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $49.5M | 5.78% | 569,680 | Common | SOLE |
| 109641100 | EAT | BRINKER INTL INC | $48.7M | 5.69% | 368,273 | Common | SOLE |
| 46620W201 | JILL | J JILL INC | $44.0M | 5.14% | 1,592,886 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $40.2M | 4.69% | 197,500 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $34.5M | 4.03% | 354,100 | CALL | SOLE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $31.2M | 3.64% | 1,289,704 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $30.7M | 3.59% | 3,551,751 | Common | SOLE |
| 92847W103 | VITL | VITAL FARMS INC | $29.5M | 3.45% | 783,963 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $27.9M | 3.26% | 812,535 | Common | SOLE |
| 438333106 | HNST | HONEST CO INC | $23.7M | 2.77% | 3,421,945 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $22.2M | 2.59% | 288,240 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $19.7M | 2.31% | 875,003 | Common | SOLE |
| 002896207 | ANF | ABERCROMBIE & FITCH CO | $17.2M | 2.01% | 114,916 | Common | SOLE |
| 20459V105 | GPGI | COMPOSECURE INC | $16.1M | 1.88% | 1,048,566 | Common | SOLE |
| 14167L103 | CDNA | CAREDX INC | $15.2M | 1.78% | 711,761 | Common | SOLE |
| 302301106 | EZPW | EZCORP INC | $15.2M | 1.78% | 1,246,445 | Common | SOLE |
| G27358103 | DESP1EUR | DESPEGAR COM CORP | $14.5M | 1.69% | 751,513 | Common | SOLE |
| 361008105 | FNKO | FUNKO INC | $13.8M | 1.61% | 1,029,351 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $13.0M | 1.52% | 150,000 | CALL | SOLE |
| 875372203 | TNDM | TANDEM DIABETES CARE INC | $13.0M | 1.52% | 360,232 | Common | SOLE |
| 399473206 | GRPN | GROUPON INC | $12.7M | 1.48% | 1,045,472 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $12.3M | 1.44% | 615,866 | Common | SOLE |
| 60646V105 | MCW | MISTER CAR WASH INC | $10.4M | 1.21% | 1,425,491 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $9.9M | 1.15% | 158,480 | Common | SOLE |
| 567908108 | HZO | MARINEMAX INC | $8.5M | 0.99% | 293,701 | Common | SOLE |
| 70614W100 | PTON | PELOTON INTERACTIVE INC | $7.2M | 0.84% | 825,000 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $6.9M | 0.81% | 150,772 | Common | SOLE |
| 09624H208 | BXC | BLUELINX HLDGS INC | $6.7M | 0.78% | 65,545 | Common | SOLE |
| 913915104 | UTI | UNIVERSAL TECHNICAL INST INC | $6.7M | 0.78% | 260,000 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $6.5M | 0.76% | 212,982 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $6.2M | 0.72% | 220,000 | Common | SOLE |
| 18482P103 | CLFD | CLEARFIELD INC | $5.5M | 0.64% | 177,047 | Common | SOLE |
| 13100M509 | CALX | CALIX INC | $5.4M | 0.63% | 154,742 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $5.2M | 0.61% | 300,000 | Common | SOLE |
| 92663R105 | VMD | VIEMED HEALTHCARE INC | $5.2M | 0.61% | 646,273 | Common | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $5.2M | 0.60% | 150,000 | CALL | SOLE |
| 141788109 | CARG | CARGURUS INC | $4.9M | 0.58% | 135,000 | Common | SOLE |
| 03475V101 | ANGO | ANGIODYNAMICS INC | $4.7M | 0.55% | 514,635 | Common | SOLE |
| 74275G107 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $4.5M | 0.53% | 385,043 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $4.4M | 0.52% | 187,317 | Common | SOLE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $4.2M | 0.49% | 55,770 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $4.1M | 0.47% | 100,000 | Common | SOLE |
| 630402105 | NSSC | NAPCO SEC TECHNOLOGIES INC | $4.0M | 0.46% | 111,566 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $3.6M | 0.42% | 97,483 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $3.6M | 0.42% | 85,910 | Common | SOLE |
| 438333106 | HNST | HONEST CO INC | $3.5M | 0.40% | 500,000 | CALL | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $3.3M | 0.39% | 90,183 | Common | SOLE |
| 03062T105 | CRMT | AMERICAS CAR-MART INC | $3.0M | 0.35% | 58,687 | Common | SOLE |
| 531914109 | LWAY | LIFEWAY FOODS INC | $2.9M | 0.34% | 117,951 | Common | SOLE |
| 74874Q100 | QNST | QUINSTREET INC | $2.8M | 0.32% | 120,000 | Common | SOLE |
| 98422X101 | XPOF | XPONENTIAL FITNESS INC | $2.4M | 0.29% | 181,858 | Common | SOLE |
| 268603107 | LOCO | EL POLLO LOCO HLDGS INC | $2.4M | 0.28% | 206,785 | Common | SOLE |
| 96924N100 | WLDN | WILLDAN GROUP INC | $2.1M | 0.25% | 55,328 | Common | SOLE |
| 45780L104 | INGN | INOGEN INC | $1.8M | 0.21% | 200,000 | Common | SOLE |
| 163092109 | CHGG | CHEGG INC | $1.8M | 0.21% | 1,107,992 | Common | SOLE |
| 120076104 | BBW | BUILD-A-BEAR WORKSHOP INC | $1.6M | 0.19% | 34,502 | Common | SOLE |
| 88337F105 | ODP1 | THE ODP CORP | $1.6M | 0.18% | 68,328 | Common | SOLE |
| 04035M102 | ARHS | ARHAUS INC | $1.3M | 0.16% | 142,556 | Common | SOLE |
| 88339P101 | REAL | THE REALREAL INC | $1.2M | 0.14% | 112,306 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $1.1M | 0.13% | 119,348 | Common | SOLE |
| 98980B103 | ZIP | ZIPRECRUITER INC | $1.1M | 0.13% | 150,000 | Common | SOLE |
| 30258N105 | FATAQ | FAT BRANDS INC | $933,277 | 0.11% | 175,428 | Common | SOLE |
| 75321W103 | PACK | RANPAK HOLDINGS CORP | $830,774 | 0.10% | 120,752 | Common | SOLE |
| 73642K106 | PTLO | PORTILLOS INC | $632,272 | 0.07% | 67,263 | Common | SOLE |
| 848560306 | SPIR | SPIRE GLOBAL INC | $539,796 | 0.06% | 38,365 | Common | SOLE |
| 53190C102 | LTH | LIFE TIME GROUP HOLDINGS INC | $532,340 | 0.06% | 24,066 | Common | SOLE |
| 73931J109 | AIOT | POWERFLEET INC | $520,832 | 0.06% | 78,203 | Common | SOLE |
| 53815P108 | RAMP | LIVERAMP HLDGS INC | $501,652 | 0.06% | 16,518 | Common | SOLE |
| 88331L108 | SKIN | THE BEAUTY HEALTH COMPANY | $495,444 | 0.06% | 311,600 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC | $463,876 | 0.05% | 48,220 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC | $444,499 | 0.05% | 26,972 | Common | SOLE |
| 98585N106 | YEXT | YEXT INC | $439,667 | 0.05% | 69,130 | Common | SOLE |
| 98888T107 | ZIMV | ZIMVIE INC | $418,068 | 0.05% | 29,969 | Common | SOLE |
| 17306X102 | CTRN | CITI TRENDS INC | $322,245 | 0.04% | 12,276 | Common | SOLE |
| 87427V103 | TALK | TALKSPACE INC | $321,224 | 0.04% | 103,956 | Common | SOLE |
| 04206A101 | ARLO | ARLO TECHNOLOGIES INC | $279,750 | 0.03% | 25,000 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $277,449 | 0.03% | 32,641 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $268,543 | 0.03% | 1,791 | Common | SOLE |
| 73754Y100 | PTB | POTBELLY CORP | $160,140 | 0.02% | 17,000 | Common | SOLE |
| 00653Q102 | AHCO | ADAPTHEALTH CORP | $125,912 | 0.01% | 13,226 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $118,071 | 0.01% | 20,183 | Common | SOLE |
| 74640Y106 | PRPL | PURPLE INNOVATION INC | $108,112 | 0.01% | 138,605 | Common | SOLE |
| 12047B105 | BMBL | BUMBLE INC | $89,540 | 0.01% | 11,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.