Q1 2026 · 13F-HR
Divisadero Street Capital Management, LPholdings as filed
Filed 2026-05-15 · accession 0001901865-26-000001
$2.39B
Reported value
118
Positions
2026-03-31
Period end
The Brief · Divisadero Street Capital Management, LP · Q1 2026
AI · grounded in 13F
Divisadero Street Capital Management, LP closed its position in INDIVIOR PLC, reducing exposure by $99.9M. The fund established new positions in SUPER GROUP SGHC LTD for $157M and DAVE INC for $84.4M. Other notable activity includes a new position in EAT worth $36.8M and the complete exit of its IMAX holding.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G8588X103 | SGHC | SUPER GROUP SGHC LTD | $176.3M | 7.37% | 16,325,471 | Common | SOLE |
| G8588X903 | — | SUPER GROUP SGHC LTD | $157.0M | 6.56% | 14,537,600 | CALL | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE | $139.8M | 5.84% | 6,426,679 | Common | SOLE |
| 23834J201 | DAVE | DAVE INC | $111.6M | 4.66% | 640,840 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS | $90.0M | 3.76% | 2,535,310 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA INC | $86.1M | 3.60% | 305,816 | Common | SOLE |
| 23834J901 | — | DAVE INC | $84.4M | 3.53% | 485,000 | CALL | SOLE |
| 78435P105 | SEZL | SEZZLE INC | $83.0M | 3.47% | 1,311,614 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $81.5M | 3.41% | 769,163 | Common | SOLE |
| 68170A108 | OMDA | OMADA HEALTH INC | $74.0M | 3.09% | 5,887,715 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $71.2M | 2.98% | 226,636 | Common | SOLE |
| 302492103 | FLYW | FLYWIRE CORP | $70.7M | 2.95% | 6,070,594 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS | $65.5M | 2.74% | 93,192 | Common | SOLE |
| 02913V103 | APEI | AMERICAN PUBLIC EDUCATION | $59.8M | 2.50% | 1,052,069 | Common | SOLE |
| 926400102 | VSCO | VICTORIA'S SECRET & CO | $54.6M | 2.28% | 1,178,175 | Common | SOLE |
| 30260D103 | FIGS | FIGS INC | $47.2M | 1.97% | 3,196,396 | Common | SOLE |
| G9572D103 | BULL | WEBULL CORP | $45.8M | 1.92% | 9,548,219 | Common | SOLE |
| 88339P101 | REAL | THE REALREAL INC | $39.4M | 1.65% | 4,342,757 | Common | SOLE |
| 120076104 | BBW | BUILD-A-BEAR WORKSHOP | $38.4M | 1.60% | 1,024,970 | Common | SOLE |
| 109641100 | EAT | BRINKER INTERNATIONAL INC | $36.9M | 1.54% | 258,228 | Common | SOLE |
| 05463X106 | AXGN | AXOGEN | $36.3M | 1.52% | 1,095,881 | Common | SOLE |
| 533535100 | LINC | LINCOLN EDUCATIONAL SERVICES | $33.6M | 1.40% | 825,556 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE | $33.1M | 1.38% | 1,159,955 | Common | SOLE |
| 98379L100 | XPEL | XPEL INC | $31.9M | 1.33% | 720,425 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $29.1M | 1.22% | 1,901,651 | Common | SOLE |
| 531914109 | LWAY | LIFEWAY FOODS INC | $27.2M | 1.14% | 1,408,768 | Common | SOLE |
| 86333M108 | LRN | STRIDE | $27.2M | 1.14% | 308,500 | Common | SOLE |
| 90041L105 | TPB | TURNING POINT BRANDS | $25.7M | 1.07% | 295,578 | Common | SOLE |
| 20464U100 | COMP | COMPASS | $24.8M | 1.04% | 3,389,927 | Common | SOLE |
| 433313103 | HNGE | HINGE HEALTH INC-A | $22.0M | 0.92% | 570,659 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $21.7M | 0.91% | 866,338 | Common | SOLE |
| 17306X102 | CTRN | CITI TRENDS INC | $21.4M | 0.89% | 494,046 | Common | SOLE |
| 52603B107 | TREE | LENDINGTREE INC | $20.1M | 0.84% | 469,269 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES | $18.3M | 0.77% | 1,318,661 | Common | SOLE |
| 63845R107 | EYE | NATIONAL VISION HLDGS | $18.0M | 0.75% | 696,032 | Common | SOLE |
| 501270102 | KRUS | KURA SUSHI USA INC | $17.4M | 0.73% | 248,812 | Common | SOLE |
| 75960P104 | RELY | REMITLY GLOBAL | $16.5M | 0.69% | 1,053,557 | Common | SOLE |
| 45579U109 | INDV | INDIVIOR PHARMACEUTICALS | $15.9M | 0.66% | 521,083 | Common | SOLE |
| 20451Q104 | CODI | COMPASS DIVERSIFIED HLDGS | $15.2M | 0.63% | 1,930,254 | Common | SOLE |
| 13100M509 | CALX | CALIX | $15.0M | 0.63% | 305,670 | Common | SOLE |
| 74276L905 | — | PROCEPT BIOROBOTICS CORP | $14.4M | 0.60% | 574,100 | CALL | SOLE |
| 92346J108 | VCEL | VERICEL CORPORATION | $13.6M | 0.57% | 422,178 | Common | SOLE |
| 96924N100 | WLDN | WILLDAN GROUP | $12.6M | 0.53% | 164,987 | Common | SOLE |
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $12.3M | 0.51% | 70,000 | Common | SOLE |
| 302301106 | EZPW | EZCORP INC | $11.6M | 0.49% | 458,856 | Common | SOLE |
| 125141101 | CECO | CECO ENVIRONMENTAL | $11.2M | 0.47% | 187,600 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $10.8M | 0.45% | 35,000 | Common | SOLE |
| 433000106 | HIMS | HIMS & HERS HEALTH INC | $9.8M | 0.41% | 469,833 | Common | SOLE |
| G0260P102 | AS | AMER SPORTS INC | $9.6M | 0.40% | 292,784 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC | $9.6M | 0.40% | 563,609 | Common | SOLE |
| 479167108 | JOUT | JOHNSON OUTDOORS | $8.8M | 0.37% | 190,057 | Common | SOLE |
| 07831C103 | BRBR | BELLRING BRANDS INC-W/I | $8.4M | 0.35% | 523,740 | Common | SOLE |
| 93403J106 | WRBY | WARBY PARKER INC | $8.1M | 0.34% | 383,909 | Common | SOLE |
| 92847W103 | VITL | VITAL FARMS | $7.8M | 0.33% | 551,855 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MARKETS | $6.9M | 0.29% | 100,000 | Common | SOLE |
| 31188V100 | FSLY | FASTLY INC | $6.5M | 0.27% | 225,000 | Common | SOLE |
| 03475V101 | ANGO | ANGIODYNAMICS | $6.4M | 0.27% | 562,153 | Common | SOLE |
| 90385V107 | UCTT | ULTRA CLEAN HOLDINGS | $6.2M | 0.26% | 100,000 | Common | SOLE |
| 87357P100 | TCMD | TACTILE SYSTEMS TECHNOLOGY | $6.2M | 0.26% | 237,884 | Common | SOLE |
| 268603107 | LOCO | EL POLLO LOCO HLDGS | $6.0M | 0.25% | 432,295 | Common | SOLE |
| 09624H208 | BXC | BLUELINX HOLDINGS INC | $5.6M | 0.23% | 103,141 | Common | SOLE |
| 683344105 | ONTO | ONTO INNOVATION INC | $5.4M | 0.23% | 26,500 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS | $5.4M | 0.23% | 3,175,092 | Common | SOLE |
| 399473206 | GRPN | GROUPON INC | $5.3M | 0.22% | 444,965 | Common | SOLE |
| 466313103 | JBL | JABIL CIRCUIT INC | $5.2M | 0.22% | 19,500 | Common | SOLE |
| 92846Q107 | COCO | VITA COCO CO INC | $5.1M | 0.21% | 107,243 | Common | SOLE |
| 92047W101 | VVV | VALVOLINE INC | $5.1M | 0.21% | 150,000 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL | $4.7M | 0.20% | 28,244 | Common | SOLE |
| 24661P807 | DCTH | DELCATH SYS INC | $4.6M | 0.19% | 499,796 | Common | SOLE |
| 343389409 | FTK | FLOTEK INDUSTRIES INC | $4.6M | 0.19% | 269,262 | Common | SOLE |
| 567908108 | HZO | MARINEMAX INC | $4.4M | 0.19% | 163,646 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $4.4M | 0.18% | 25,000 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS | $4.4M | 0.18% | 95,071 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC | $4.3M | 0.18% | 200,237 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY | $3.4M | 0.14% | 82,172 | Common | SOLE |
| 88556E102 | TDUP | THREDUP | $3.3M | 0.14% | 993,949 | Common | SOLE |
| 74275G107 | PRTH | PRIORITY TECHNOLOGY HOLDINGS | $3.1M | 0.13% | 653,019 | Common | SOLE |
| 08160H101 | BHE | BENCHMARK ELECTRONICS | $3.0M | 0.12% | 53,047 | Common | SOLE |
| 04206A101 | ARLO | ARLO TECHNOLOGIES | $2.8M | 0.12% | 200,000 | Common | SOLE |
| 989817101 | ZUMZ | ZUMIEZ INC | $2.8M | 0.12% | 124,549 | Common | SOLE |
| 002896207 | ANF | ABERCROMBIE & FITCH CO | $2.7M | 0.11% | 30,000 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS | $2.6M | 0.11% | 609,100 | Common | SOLE |
| 86384P109 | STUB | STUBHUB HLDGS | $2.4M | 0.10% | 384,638 | Common | SOLE |
| 91680M107 | UPST | UPSTART HLDGS | $2.3M | 0.10% | 89,589 | Common | SOLE |
| 630402105 | NSSC | NAPCO SECURITY TECHNOLOGIES | $2.0M | 0.08% | 50,799 | Common | SOLE |
| 974155103 | WING | WINGSTOP | $2.0M | 0.08% | 12,857 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $2.0M | 0.08% | 19,191 | Common | SOLE |
| 42806J700 | HTZ | HERTZ GLOBAL HLDGS INC | $1.8M | 0.08% | 400,000 | Common | SOLE |
| 35138V102 | FOXF | FOX FACTORY HOLDING CORP | $1.6M | 0.07% | 100,000 | Common | SOLE |
| 00486H105 | ADTN | ADTRAN HLDGS | $1.5M | 0.06% | 121,731 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $1.4M | 0.06% | 273,270 | Common | SOLE |
| G3R239101 | GAMB | GAMBLING COM GROUP LTD | $1.2M | 0.05% | 305,694 | Common | SOLE |
| 81728J109 | SRTS | SENSUS HEALTHCARE INC | $1.1M | 0.05% | 286,078 | Common | SOLE |
| 860897107 | SFIX | STITCH FIX INC | $1.0M | 0.04% | 311,747 | Common | SOLE |
| 68280L101 | ONEW | ONEWATER MARINE | $1.0M | 0.04% | 108,000 | Common | SOLE |
| 58470H101 | MED | MEDIFAST | $813,559 | 0.03% | 79,839 | Common | SOLE |
| 58450V104 | MAX | MEDIAALPHA | $808,235 | 0.03% | 86,907 | Common | SOLE |
| 98955K104 | ZVIA | ZEVIA PBC-A | $675,671 | 0.03% | 577,497 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC CO | $562,959 | 0.02% | 38,115 | Common | SOLE |
| 92557A101 | DSP | VIANT TECHNOLOGY | $553,784 | 0.02% | 49,445 | Common | SOLE |
| 45780L104 | INGN | INOGEN INC | $544,680 | 0.02% | 88,136 | Common | SOLE |
| 68243Q106 | FLWS | 1-800-FLOWERS | $524,081 | 0.02% | 172,395 | Common | SOLE |
| 53216B104 | LFMD | LIFEMD | $490,332 | 0.02% | 135,826 | Common | SOLE |
| 819047101 | SHAK | SHAKE SHACK INC | $374,936 | 0.02% | 4,238 | Common | SOLE |
| 05380C102 | RCEL | AVITA MEDICAL | $370,000 | 0.02% | 100,000 | Common | SOLE |
| 83125X103 | SNBR | SLEEP NUMBER | $341,899 | 0.01% | 190,473 | Common | SOLE |
| 76156B107 | RVLV | REVOLVE GROUP | $311,475 | 0.01% | 13,776 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $301,227 | 0.01% | 1,390 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $263,235 | 0.01% | 3,500 | Common | SOLE |
| 46620W201 | JILL | J. JILL INC | $245,840 | 0.01% | 21,452 | Common | SOLE |
| 02080L102 | TKNO | ALPHA TEKNOVA | $227,940 | 0.01% | 78,872 | Common | SOLE |
| 451051106 | IBTA | IBOTTA INC | $201,608 | 0.01% | 6,727 | Common | SOLE |
| 88554D205 | DDD | 3D SYS CORP DEL | $170,198 | 0.01% | 90,531 | Common | SOLE |
| 53222K205 | LFVN | LIFEVANTAGE | $106,574 | 0.00% | 24,670 | Common | SOLE |
| 25065K104 | DXLG | DESTINATION XL GROUP INC | $100,948 | 0.00% | 197,937 | Common | SOLE |
| 74640Y106 | PRPL | PURPLE INNOVATION | $91,646 | 0.00% | 138,605 | Common | SOLE |
| 98980B103 | ZIP | ZIPRECRUITER | $91,098 | 0.00% | 49,510 | Common | SOLE |
| 38046C109 | GOGO | GOGO INC | $49,333 | 0.00% | 12,272 | 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.