Q1 2025 · 13F-HR
Divisadero Street Capital Management, LPholdings as filed
Filed 2025-05-15 · accession 0000919574-25-003098
$993.6M
Reported value
94
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 109641100 | EAT | BRINKER INTL INC | $90.0M | 9.06% | 604,000 | CALL | SOLE |
| 23834J201 | DAVE | DAVE INC | $82.3M | 8.28% | 995,141 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $65.6M | 6.60% | 6,115,980 | Common | SOLE |
| 78435P105 | SEZL | SEZZLE INC | $45.6M | 4.59% | 1,307,782 | Common | SOLE |
| 109641100 | EAT | BRINKER INTL INC | $45.4M | 4.57% | 304,635 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $43.0M | 4.33% | 4,300,637 | Common | SOLE |
| 92847W103 | VITL | VITAL FARMS INC | $36.1M | 3.63% | 1,184,763 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $34.5M | 3.47% | 164,840 | Common | SOLE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $32.9M | 3.31% | 1,112,027 | Common | SOLE |
| 74275G107 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $32.0M | 3.23% | 4,702,115 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $28.2M | 2.83% | 790,562 | Common | SOLE |
| 46620W201 | JILL | J JILL INC | $27.1M | 2.72% | 1,385,979 | Common | SOLE |
| 399473206 | GRPN | GROUPON INC | $25.2M | 2.53% | 1,340,253 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $23.3M | 2.35% | 2,175,000 | CALL | SOLE |
| 78349D107 | RXST | RXSIGHT INC | $22.4M | 2.25% | 885,432 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $21.0M | 2.12% | 6,274,304 | Common | SOLE |
| 90041L105 | TPB | TURNING PT BRANDS INC | $19.5M | 1.96% | 328,263 | Common | SOLE |
| 77311W101 | RKT | ROCKET COS INC | $17.5M | 1.76% | 1,451,470 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $17.4M | 1.75% | 665,001 | Common | SOLE |
| 302492103 | FLYW | FLYWIRE CORPORATION | $16.4M | 1.65% | 1,721,136 | Common | SOLE |
| 63845R107 | EYE | NATIONAL VISION HLDGS INC | $15.7M | 1.58% | 1,225,001 | Common | SOLE |
| 09075A108 | BVS | BIOVENTUS INC | $15.5M | 1.56% | 1,692,149 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $13.3M | 1.34% | 159,609 | Common | SOLE |
| 438333106 | HNST | HONEST CO INC | $13.3M | 1.34% | 2,830,724 | Common | SOLE |
| G31249108 | ESTA | ESTABLISHMENT LABS HLDGS INC | $12.7M | 1.28% | 311,072 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL INC | $11.2M | 1.12% | 537,295 | Common | SOLE |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $10.2M | 1.03% | 755,000 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $9.9M | 0.99% | 125,000 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $9.3M | 0.94% | 343,154 | Common | SOLE |
| 92847W103 | VITL | VITAL FARMS INC | $9.2M | 0.93% | 302,000 | CALL | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $9.0M | 0.91% | 52,521 | Common | SOLE |
| 03475V101 | ANGO | ANGIODYNAMICS INC | $9.0M | 0.91% | 960,065 | Common | SOLE |
| 30052C107 | EOLS | EVOLUS INC | $8.7M | 0.87% | 720,721 | Common | SOLE |
| 14167L103 | CDNA | CAREDX INC | $8.3M | 0.83% | 466,938 | Common | SOLE |
| 89377M109 | TMDX | TRANSMEDICS GROUP INC | $7.7M | 0.77% | 113,871 | Common | SOLE |
| 96924N100 | WLDN | WILLDAN GROUP INC | $7.0M | 0.70% | 171,922 | Common | SOLE |
| 81663L200 | WGS | GENEDX HOLDINGS CORP | $6.5M | 0.65% | 73,146 | Common | SOLE |
| 09624H208 | BXC | BLUELINX HLDGS INC | $6.2M | 0.63% | 83,141 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $5.9M | 0.59% | 77,000 | Common | SOLE |
| 00402L107 | ASO | ACADEMY SPORTS & OUTDOORS IN | $4.6M | 0.46% | 100,000 | Common | SOLE |
| 70614W100 | PTON | PELOTON INTERACTIVE INC | $4.3M | 0.43% | 683,390 | Common | SOLE |
| 07831C103 | BRBR | BELLRING BRANDS INC | $4.2M | 0.42% | 55,780 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $4.0M | 0.41% | 288,428 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $3.8M | 0.38% | 150,000 | Common | SOLE |
| 76156B107 | RVLV | REVOLVE GROUP INC | $3.5M | 0.35% | 162,193 | Common | SOLE |
| 875372203 | TNDM | TANDEM DIABETES CARE INC | $3.3M | 0.34% | 174,692 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $3.2M | 0.33% | 97,483 | Common | SOLE |
| 12448X201 | BYRN | BYRNA TECHNOLOGIES INC | $3.0M | 0.30% | 176,377 | Common | SOLE |
| 03062T105 | CRMT | AMERICAS CAR-MART INC | $2.7M | 0.27% | 59,281 | Common | SOLE |
| 630402105 | NSSC | NAPCO SEC TECHNOLOGIES INC | $2.6M | 0.26% | 111,566 | Common | SOLE |
| 002896207 | ANF | ABERCROMBIE & FITCH CO | $2.5M | 0.25% | 32,271 | Common | SOLE |
| 268603107 | LOCO | EL POLLO LOCO HLDGS INC | $2.1M | 0.21% | 206,785 | Common | SOLE |
| G1890L107 | CPRI | CAPRI HOLDINGS LIMITED | $2.0M | 0.20% | 100,000 | Common | SOLE |
| 55303J106 | MGPI | MGP INGREDIENTS INC NEW | $2.0M | 0.20% | 66,473 | Common | SOLE |
| 13100M509 | CALX | CALIX INC | $1.9M | 0.19% | 53,022 | Common | SOLE |
| 88339P101 | REAL | THE REALREAL INC | $1.9M | 0.19% | 345,501 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $1.8M | 0.18% | 82,279 | Common | SOLE |
| 68752L100 | KIDS | ORTHOPEDIATRICS CORP | $1.6M | 0.17% | 66,597 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $1.6M | 0.16% | 85,910 | Common | SOLE |
| 74934Q108 | RICK | RCI HOSPITALITY HLDGS INC | $1.5M | 0.15% | 35,667 | Common | SOLE |
| 98422X101 | XPOF | XPONENTIAL FITNESS INC | $1.5M | 0.15% | 181,858 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $1.5M | 0.15% | 18,100 | CALL | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $1.5M | 0.15% | 24,963 | Common | SOLE |
| 04206A101 | ARLO | ARLO TECHNOLOGIES INC | $1.3M | 0.13% | 130,998 | Common | SOLE |
| 120076104 | BBW | BUILD-A-BEAR WORKSHOP INC | $1.3M | 0.13% | 34,502 | Common | SOLE |
| 04035M102 | ARHS | ARHAUS INC | $1.2M | 0.12% | 142,556 | Common | SOLE |
| 05601U105 | BRCC | BRC INC | $1.2M | 0.12% | 556,759 | Common | SOLE |
| 45780L104 | INGN | INOGEN INC | $1.1M | 0.11% | 155,818 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $1.1M | 0.11% | 33,690 | Common | SOLE |
| 302301106 | EZPW | EZCORP INC | $1.0M | 0.11% | 71,102 | Common | SOLE |
| 88337F105 | ODP1 | THE ODP CORP | $979,140 | 0.10% | 68,328 | Common | SOLE |
| 73642K106 | PTLO | PORTILLOS INC | $799,757 | 0.08% | 67,263 | Common | SOLE |
| 412822108 | HOG | HARLEY DAVIDSON INC | $710,156 | 0.07% | 28,125 | Common | SOLE |
| 361008105 | FNKO | FUNKO INC | $666,099 | 0.07% | 97,099 | Common | SOLE |
| 75321W103 | PACK | RANPAK HOLDINGS CORP | $542,005 | 0.05% | 100,001 | Common | SOLE |
| 83125X103 | SNBR | SLEEP NUMBER CORP | $515,696 | 0.05% | 81,340 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN INC | $486,032 | 0.05% | 26,272 | Common | SOLE |
| 641288105 | NPCE | NEUROPACE INC | $472,919 | 0.05% | 38,480 | Common | SOLE |
| 98585N106 | YEXT | YEXT INC | $425,841 | 0.04% | 69,130 | Common | SOLE |
| 02080L102 | TKNO | ALPHA TEKNOVA INC | $409,346 | 0.04% | 78,872 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC | $366,472 | 0.04% | 48,220 | Common | SOLE |
| 009496100 | AIRS | AIRSCULPT TECHNOLOGIES INC | $350,250 | 0.04% | 150,000 | Common | SOLE |
| 98888T107 | ZIMV | ZIMVIE INC | $323,665 | 0.03% | 29,969 | Common | SOLE |
| 98980B103 | ZIP | ZIPRECRUITER INC | $291,614 | 0.03% | 49,510 | Common | SOLE |
| 25065K104 | DXLG | DESTINATION XL GROUP INC | $288,988 | 0.03% | 197,937 | Common | SOLE |
| 81728J109 | SRTS | SENSUS HEALTHCARE INC | $274,520 | 0.03% | 58,038 | Common | SOLE |
| 17306X102 | CTRN | CITI TRENDS INC | $271,729 | 0.03% | 12,276 | Common | SOLE |
| 87427V103 | TALK | TALKSPACE INC | $266,127 | 0.03% | 103,956 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $217,389 | 0.02% | 32,641 | Common | SOLE |
| 73754Y100 | PTB | POTBELLY CORP | $161,670 | 0.02% | 17,000 | Common | SOLE |
| 00653Q102 | AHCO | ADAPTHEALTH CORP | $143,370 | 0.01% | 13,226 | Common | SOLE |
| 74640Y106 | PRPL | PURPLE INNOVATION INC | $105,229 | 0.01% | 138,605 | Common | SOLE |
| 250565108 | DBI | DESIGNER BRANDS INC | $60,769 | 0.01% | 16,649 | Common | SOLE |
| 12047B105 | BMBL | BUMBLE INC | $47,740 | 0.00% | 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.