Institutional
Divisadero Street Capital Management, LP
CIK 0001901865
$2.39B
Reported AUM
118
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SGHC | SUPER GROUP SGHC LTD | $14.08 | -5.44% | 33.06% | 51.35% | $176.3M | 7.37% | — | HELD |
| 2 | — | SUPER GROUP SGHC LTD | — | — | — | — | $157.0M | 6.56% | — | HELD |
| 3 | RSI | RUSH STREET INTERACTIVE | $26.76 | -13.03% | 38.29% | 79.84% | $139.8M | 5.84% | — | HELD |
| 4 | DAVE | DAVE INC | $377.64 | -0.36% | 62.27% | 19.33% | $111.6M | 4.66% | — | HELD |
| 5 | CELH | CELSIUS HLDGS | $29.35 | 1.63% | -35.62% | 5.64% | $90.0M | 3.76% | — | HELD |
| 6 | CLS | CELESTICA INC | $352.59 | 7.36% | 81.06% | 3611.47% | $86.1M | 3.60% | — | HELD |
| 7 | — | DAVE INC | — | — | — | — | $84.4M | 3.53% | — | HELD |
| 8 | SEZL | SEZZLE INC | $155.11 | 1.58% | 7.72% | 10240.67% | $83.0M | 3.47% | — | HELD |
| 9 | SN | SHARKNINJA INC | $163.33 | 2.58% | 42.67% | 369.81% | $81.5M | 3.41% | — | HELD |
| 10 | OMDA | OMADA HEALTH INC | $19.69 | 0.41% | 13.29% | 12.39% | $74.0M | 3.09% | — | HELD |
| 11 | CVNA | CARVANA CO | $61.44 | -7.36% | -19.00% | -9.19% | $71.2M | 2.98% | — | HELD |
| 12 | FLYW | FLYWIRE CORP | $16.27 | -1.75% | 56.22% | -63.11% | $70.7M | 2.95% | — | HELD |
| 13 | LITE | LUMENTUM HLDGS | $693.24 | 15.09% | 549.83% | 700.14% | $65.5M | 2.74% | — | HELD |
| 14 | APEI | AMERICAN PUBLIC EDUCATION | $49.63 | -3.10% | 70.04% | 89.89% | $59.8M | 2.50% | — | HELD |
| 15 | VSCO | VICTORIA'S SECRET & CO | — | — | — | — | $54.6M | 2.28% | — | HELD |
| 16 | FIGS | FIGS INC | $10.49 | -0.66% | 68.92% | -74.42% | $47.2M | 1.97% | — | HELD |
| 17 | BULL | WEBULL CORP | $7.15 | 2.00% | -46.36% | -28.14% | $45.8M | 1.92% | — | HELD |
| 18 | REAL | THE REALREAL INC | $11.91 | 1.88% | 127.29% | -4.26% | $39.4M | 1.65% | — | HELD |
| 19 | BBW | BUILD-A-BEAR WORKSHOP | $35.27 | -0.70% | -27.66% | 124.83% | $38.4M | 1.60% | — | HELD |
| 20 | EAT | BRINKER INTERNATIONAL INC | $209.86 | 2.01% | 32.03% | 286.44% | $36.9M | 1.54% | — | HELD |
| 21 | AXGN | AXOGEN | $41.35 | -0.05% | 226.36% | 142.38% | $36.3M | 1.52% | — | HELD |
| 22 | LINC | LINCOLN EDUCATIONAL SERVICES | $42.01 | -3.29% | 88.54% | 577.69% | $33.6M | 1.40% | — | HELD |
| 23 | ATRC | ATRICURE | $40.15 | -1.81% | 16.68% | -45.46% | $33.1M | 1.38% | — | HELD |
| 24 | XPEL | XPEL INC | $44.15 | -0.47% | 37.85% | -42.87% | $31.9M | 1.33% | — | HELD |
| 25 | WTTR | SELECT WATER SOLUTIONS INC | $18.16 | 1.68% | 107.00% | 275.03% | $29.1M | 1.22% | — | HELD |
| 26 | LWAY | LIFEWAY FOODS INC | $30.97 | -1.37% | 15.22% | 463.09% | $27.2M | 1.14% | — | HELD |
| 27 | LRN | STRIDE | $83.07 | -14.98% | -33.71% | 150.23% | $27.2M | 1.14% | — | HELD |
| 28 | TPB | TURNING POINT BRANDS | $76.01 | -0.55% | -6.77% | 56.87% | $25.7M | 1.07% | — | HELD |
| 29 | COMP | COMPASS | $11.46 | -1.29% | 48.47% | -27.03% | $24.8M | 1.04% | — | HELD |
| 30 | HNGE | HINGE HEALTH INC-A | $75.11 | 1.42% | 67.10% | 45.14% | $22.0M | 0.92% | — | HELD |
| 31 | PRCT | PROCEPT BIOROBOTICS CORP | $18.00 | 0.67% | — | — | $21.7M | 0.91% | — | HELD |
| 32 | CTRN | CITI TRENDS INC | $67.80 | 1.74% | — | — | $21.4M | 0.89% | — | HELD |
| 33 | TREE | LENDINGTREE INC | $31.72 | -19.61% | — | — | $20.1M | 0.84% | — | HELD |
| 34 | ADPT | ADAPTIVE BIOTECHNOLOGIES | $24.18 | 7.18% | — | — | $18.3M | 0.77% | — | HELD |
| 35 | EYE | NATIONAL VISION HLDGS | $22.40 | 2.05% | — | — | $18.0M | 0.75% | — | HELD |
| 36 | KRUS | KURA SUSHI USA INC | $46.73 | -2.24% | — | — | $17.4M | 0.73% | — | HELD |
| 37 | RELY | REMITLY GLOBAL | $23.45 | 0.69% | — | — | $16.5M | 0.69% | — | HELD |
| 38 | INDV | INDIVIOR PHARMACEUTICALS | $40.22 | 0.30% | — | — | $15.9M | 0.66% | — | HELD |
| 39 | CODI | COMPASS DIVERSIFIED HLDGS | $10.05 | 0.50% | — | — | $15.2M | 0.63% | — | HELD |
| 40 | CALX | CALIX | $35.18 | -1.04% | — | — | $15.0M | 0.63% | — | HELD |
| 41 | — | PROCEPT BIOROBOTICS CORP | — | — | — | — | $14.4M | 0.60% | — | HELD |
| 42 | VCEL | VERICEL CORPORATION | $47.61 | 2.12% | — | — | $13.6M | 0.57% | — | HELD |
| 43 | WLDN | WILLDAN GROUP | $70.35 | 3.90% | — | — | $12.6M | 0.53% | — | HELD |
| 44 | TSEM | TOWER SEMICONDUCTOR LTD | $211.16 | 12.41% | — | — | $12.3M | 0.51% | — | HELD |
| 45 | EZPW | EZCORP INC | $29.16 | 0.34% | — | — | $11.6M | 0.49% | — | HELD |
| 46 | CECO | CECO ENVIRONMENTAL | $65.54 | 9.56% | — | — | $11.2M | 0.47% | — | HELD |
| 47 | AVGO | BROADCOM INC | $387.84 | 4.73% | — | — | $10.8M | 0.45% | — | HELD |
| 48 | HIMS | HIMS & HERS HEALTH INC | $27.04 | 8.16% | — | — | $9.8M | 0.41% | — | HELD |
| 49 | AS | AMER SPORTS INC | $36.10 | 0.11% | — | — | $9.6M | 0.40% | — | HELD |
| 50 | PGNY | PROGYNY INC | $31.49 | 0.38% | — | — | $9.6M | 0.40% | — | HELD |
| 51 | JOUT | JOHNSON OUTDOORS | $47.06 | -0.61% | — | — | $8.8M | 0.37% | — | HELD |
| 52 | BRBR | BELLRING BRANDS INC-W/I | $13.15 | -1.05% | — | — | $8.4M | 0.35% | — | HELD |
| 53 | WRBY | WARBY PARKER INC | $26.02 | -0.04% | — | — | $8.1M | 0.34% | — | HELD |
| 54 | VITL | VITAL FARMS | $12.51 | -8.55% | — | — | $7.8M | 0.33% | — | HELD |
| 55 | HOOD | ROBINHOOD MARKETS | $86.60 | -3.61% | — | — | $6.9M | 0.29% | — | HELD |
| 56 | FSLY | FASTLY INC | $21.55 | 4.16% | — | — | $6.5M | 0.27% | — | HELD |
| 57 | ANGO | ANGIODYNAMICS | $14.77 | 0.96% | — | — | $6.4M | 0.27% | — | HELD |
| 58 | UCTT | ULTRA CLEAN HOLDINGS | $83.23 | 19.63% | — | — | $6.2M | 0.26% | — | HELD |
| 59 | TCMD | TACTILE SYSTEMS TECHNOLOGY | $28.20 | 2.92% | — | — | $6.2M | 0.26% | — | HELD |
| 60 | LOCO | EL POLLO LOCO HLDGS | $16.48 | -0.30% | — | — | $6.0M | 0.25% | — | HELD |
| 61 | BXC | BLUELINX HOLDINGS INC | $53.46 | -3.26% | — | — | $5.6M | 0.23% | — | HELD |
| 62 | ONTO | ONTO INNOVATION INC | $250.52 | 14.75% | — | — | $5.4M | 0.23% | — | HELD |
| 63 | BLND | BLEND LABS | $1.75 | -3.31% | — | — | $5.4M | 0.23% | — | HELD |
| 64 | GRPN | GROUPON INC | $27.89 | 2.46% | — | — | $5.3M | 0.22% | — | HELD |
| 65 | JBL | JABIL CIRCUIT INC | $308.52 | 7.45% | — | — | $5.2M | 0.22% | — | HELD |
| 66 | COCO | VITA COCO CO INC | $66.95 | -0.87% | — | — | $5.1M | 0.21% | — | HELD |
| 67 | VVV | VALVOLINE INC | $38.39 | -3.18% | — | — | $5.1M | 0.21% | — | HELD |
| 68 | PM | PHILIP MORRIS INTL | $192.00 | -3.25% | — | — | $4.7M | 0.20% | — | HELD |
| 69 | DCTH | DELCATH SYS INC | $12.04 | 3.97% | — | — | $4.6M | 0.19% | — | HELD |
| 70 | FTK | FLOTEK INDUSTRIES INC | $23.40 | 7.34% | — | — | $4.6M | 0.19% | — | HELD |
| 71 | HZO | MARINEMAX INC | $35.03 | 3.15% | — | — | $4.4M | 0.19% | — | HELD |
| 72 | NVDA | NVIDIA CORP | $195.04 | 2.65% | — | — | $4.4M | 0.18% | — | HELD |
| 73 | AFRM | AFFIRM HLDGS | $73.25 | 4.48% | — | — | $4.4M | 0.18% | — | HELD |
| 74 | DKNG | DRAFTKINGS INC | $23.72 | -3.38% | — | — | $4.3M | 0.18% | — | HELD |
| 75 | XMTR | XOMETRY | $84.91 | 4.87% | — | — | $3.4M | 0.14% | — | HELD |
| 76 | TDUP | THREDUP | $5.87 | -1.01% | — | — | $3.3M | 0.14% | — | HELD |
| 77 | PRTH | PRIORITY TECHNOLOGY HOLDINGS | $6.61 | -1.78% | — | — | $3.1M | 0.13% | — | HELD |
| 78 | BHE | BENCHMARK ELECTRONICS | $79.42 | 7.17% | — | — | $3.0M | 0.12% | — | HELD |
| 79 | ARLO | ARLO TECHNOLOGIES | $14.47 | -0.28% | — | — | $2.8M | 0.12% | — | HELD |
| 80 | ZUMZ | ZUMIEZ INC | $19.80 | 1.28% | — | — | $2.8M | 0.12% | — | HELD |
| 81 | ANF | ABERCROMBIE & FITCH CO | $100.26 | -2.18% | — | — | $2.7M | 0.11% | — | HELD |
| 82 | ACVA | ACV AUCTIONS | $8.03 | -0.50% | — | — | $2.6M | 0.11% | — | HELD |
| 83 | STUB | STUBHUB HLDGS | $8.52 | -0.12% | — | — | $2.4M | 0.10% | — | HELD |
| 84 | UPST | UPSTART HLDGS | $27.04 | 1.65% | — | — | $2.3M | 0.10% | — | HELD |
| 85 | NSSC | NAPCO SECURITY TECHNOLOGIES | $36.37 | 0.00% | — | — | $2.0M | 0.08% | — | HELD |
| 86 | WING | WINGSTOP | $134.34 | -3.66% | — | — | $2.0M | 0.08% | — | HELD |
| 87 | FLUT | FLUTTER ENTMT PLC | $102.13 | -5.24% | — | — | $2.0M | 0.08% | — | HELD |
| 88 | HTZ | HERTZ GLOBAL HLDGS INC | $1.65 | -0.90% | — | — | $1.8M | 0.08% | — | HELD |
| 89 | FOXF | FOX FACTORY HOLDING CORP | $17.81 | -5.97% | — | — | $1.6M | 0.07% | — | HELD |
| 90 | ADTN | ADTRAN HLDGS | $8.42 | 1.08% | — | — | $1.5M | 0.06% | — | HELD |
| 91 | SG | SWEETGREEN INC | $6.55 | 2.99% | — | — | $1.4M | 0.06% | — | HELD |
| 92 | GAMB | GAMBLING COM GROUP LTD | $1.86 | -3.63% | — | — | $1.2M | 0.05% | — | HELD |
| 93 | SRTS | SENSUS HEALTHCARE INC | $2.89 | 1.40% | — | — | $1.1M | 0.05% | — | HELD |
| 94 | SFIX | STITCH FIX INC | $4.10 | -3.42% | — | — | $1.0M | 0.04% | — | HELD |
| 95 | ONEW | ONEWATER MARINE | $12.40 | -2.36% | — | — | $1.0M | 0.04% | — | HELD |
| 96 | MED | MEDIFAST | $9.91 | 2.80% | — | — | $814K | 0.03% | — | HELD |
| 97 | MAX | MEDIAALPHA | $13.54 | -1.88% | — | — | $808K | 0.03% | — | HELD |
| 98 | ZVIA | ZEVIA PBC-A | $1.62 | -1.22% | — | — | $676K | 0.03% | — | HELD |
| 99 | LOVE | LOVESAC CO | $16.14 | -2.54% | — | — | $563K | 0.02% | — | HELD |
| 100 | DSP | VIANT TECHNOLOGY | $11.42 | -0.35% | — | — | $554K | 0.02% | — | HELD |
| 101 | INGN | INOGEN INC | $6.42 | -0.16% | — | — | $545K | 0.02% | — | HELD |
| 102 | FLWS | 1-800-FLOWERS | $3.84 | -2.29% | — | — | $524K | 0.02% | — | HELD |
| 103 | LFMD | LIFEMD | $3.64 | 0.00% | — | — | $490K | 0.02% | — | HELD |
| 104 | SHAK | SHAKE SHACK INC | — | — | — | — | $375K | 0.02% | — | HELD |
| 105 | RCEL | AVITA MEDICAL | — | — | — | — | $370K | 0.02% | — | HELD |
| 106 | SNBR | SLEEP NUMBER | — | — | — | — | $342K | 0.01% | — | HELD |
| 107 | RVLV | REVOLVE GROUP | — | — | — | — | $311K | 0.01% | — | HELD |
| 108 | MOD | MODINE MFG CO | — | — | — | — | $301K | 0.01% | — | HELD |
| 109 | W | WAYFAIR INC | — | — | — | — | $263K | 0.01% | — | HELD |
| 110 | JILL | J. JILL INC | — | — | — | — | $246K | 0.01% | — | HELD |
| 111 | TKNO | ALPHA TEKNOVA | — | — | — | — | $228K | 0.01% | — | HELD |
| 112 | IBTA | IBOTTA INC | — | — | — | — | $202K | 0.01% | — | HELD |
| 113 | DDD | 3D SYS CORP DEL | — | — | — | — | $170K | 0.01% | — | HELD |
| 114 | LFVN | LIFEVANTAGE | — | — | — | — | $107K | 0.00% | — | HELD |
| 115 | DXLG | DESTINATION XL GROUP INC | — | — | — | — | $101K | 0.00% | — | HELD |
| 116 | PRPL | PURPLE INNOVATION | — | — | — | — | $92K | 0.00% | — | HELD |
| 117 | ZIP | ZIPRECRUITER | — | — | — | — | $91K | 0.00% | — | HELD |
| 118 | GOGO | GOGO INC | — | — | — | — | $49K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001901865-26-000001. 13F discloses long positions only — shorts, foreign equities, and options are excluded.