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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SGHC | SUPER GROUP SGHC LTD | $12.94 | -0.77% | 41.59% | 40.13% | $176.3M | 7.37% | −7,803,058 | −32.3% |
| 2 | — | SUPER GROUP SGHC LTD | — | — | — | — | $157.0M | 6.56% | +14,537,600 | NEW |
| 3 | RSI | RUSH STREET INTERACTIVE | $26.14 | -0.34% | 95.37% | 165.38% | $139.8M | 5.84% | +2,015,375 | +45.7% |
| 4 | DAVE | DAVE INC | $258.25 | -1.31% | 16.57% | -18.15% | $111.6M | 4.66% | −345,868 | −35.1% |
| 5 | CELH | CELSIUS HLDGS | $28.13 | 1.37% | -30.71% | 22.96% | $90.0M | 3.76% | +5,098 | +0.2% |
| 6 | CLS | CELESTICA INC | $371.71 | -12.61% | 207.89% | 4090.64% | $86.1M | 3.60% | +130,804 | +74.7% |
| 7 | — | DAVE INC | — | — | — | — | $84.4M | 3.53% | +485,000 | NEW |
| 8 | SEZL | SEZZLE INC | $116.01 | -4.10% | -12.17% | 7634.00% | $83.0M | 3.47% | +188,388 | +16.8% |
| 9 | SN | SHARKNINJA INC | $119.82 | -2.96% | 37.33% | 251.28% | $81.5M | 3.41% | — | HELD |
| 10 | OMDA | OMADA HEALTH INC | $17.93 | -1.54% | -22.04% | 2.34% | $74.0M | 3.09% | +5,418,118 | +1153.8% |
| 11 | CVNA | CARVANA CO | $66.51 | 0.48% | -2.61% | -1.48% | $71.2M | 2.98% | +8,447 | +3.9% |
| 12 | FLYW | FLYWIRE CORP | $14.40 | -1.23% | 37.14% | -54.66% | $70.7M | 2.95% | +284,132 | +4.9% |
| 13 | LITE | LUMENTUM HLDGS | $863.66 | -8.62% | 960.23% | 928.29% | $65.5M | 2.74% | −24,993 | −21.1% |
| 14 | APEI | AMERICAN PUBLIC EDUCATION | $52.65 | -0.64% | 86.37% | 77.75% | $59.8M | 2.50% | −619,489 | −37.1% |
| 15 | VSCO | VICTORIA'S SECRET & CO | $74.60 | 2.08% | 236.64% | 12.52% | $54.6M | 2.28% | +684,762 | +138.8% |
| 16 | FIGS | FIGS INC | $11.87 | 1.45% | 133.20% | -67.39% | $47.2M | 1.97% | −1,214,236 | −27.5% |
| 17 | BULL | WEBULL CORP | $5.60 | -8.20% | -48.91% | -43.72% | $45.8M | 1.92% | +8,748,219 | +1093.5% |
| 18 | REAL | THE REALREAL INC | $8.87 | -2.31% | 55.34% | -46.27% | $39.4M | 1.65% | +1,192,314 | +37.8% |
| 19 | BBW | BUILD-A-BEAR WORKSHOP | $33.97 | -4.90% | -27.77% | 165.79% | $38.4M | 1.60% | −226,254 | −18.1% |
| 20 | EAT | BRINKER INTERNATIONAL INC | $140.46 | 2.90% | -18.17% | 158.48% | $36.9M | 1.54% | +258,228 | NEW |
| 21 | AXGN | AXOGEN | $42.80 | 0.97% | 291.94% | 110.11% | $36.3M | 1.52% | +592,059 | +117.5% |
| 22 | LINC | LINCOLN EDUCATIONAL SERVICES | $47.99 | -5.16% | 108.20% | 591.50% | $33.6M | 1.40% | +825,556 | NEW |
| 23 | ATRC | ATRICURE | $27.10 | -0.62% | -22.44% | -67.91% | $33.1M | 1.38% | +1,159,955 | NEW |
| 24 | XPEL | XPEL INC | $44.56 | -3.13% | 20.60% | -51.88% | $31.9M | 1.33% | +720,425 | NEW |
| 25 | WTTR | SELECT WATER SOLUTIONS INC | $18.01 | -6.25% | 108.43% | 233.51% | $29.1M | 1.22% | +1,901,651 | NEW |
| 26 | LWAY | LIFEWAY FOODS INC | $23.60 | 1.42% | -5.30% | 271.65% | $27.2M | 1.14% | +61,133 | +4.5% |
| 27 | LRN | STRIDE | $100.01 | -1.94% | -31.25% | 226.19% | $27.2M | 1.14% | +308,500 | NEW |
| 28 | TPB | TURNING POINT BRANDS | $86.55 | -1.27% | 14.04% | 69.21% | $25.7M | 1.07% | −235,636 | −44.4% |
| 29 | COMP | COMPASS | $7.71 | -2.16% | 22.58% | -43.56% | $24.8M | 1.04% | +2,139,927 | +171.2% |
| 30 | HNGE | HINGE HEALTH INC-A | $63.62 | 1.02% | 63.59% | 22.94% | $22.0M | 0.92% | +546,020 | +2216.1% |
| 31 | PRCT | PROCEPT BIOROBOTICS CORP | $27.83 | 3.07% | — | — | $21.7M | 0.91% | +866,338 | NEW |
| 32 | CTRN | CITI TRENDS INC | $43.06 | -6.88% | — | — | $21.4M | 0.89% | +290,939 | +143.2% |
| 33 | TREE | LENDINGTREE INC | $35.85 | -1.13% | — | — | $20.1M | 0.84% | +469,269 | NEW |
| 34 | ADPT | ADAPTIVE BIOTECHNOLOGIES | $16.90 | -6.53% | — | — | $18.3M | 0.77% | +957,317 | +264.9% |
| 35 | EYE | NATIONAL VISION HLDGS | $15.44 | -0.39% | — | — | $18.0M | 0.75% | +344,187 | +97.8% |
| 36 | KRUS | KURA SUSHI USA INC | $45.58 | -0.42% | — | — | $17.4M | 0.73% | +248,812 | NEW |
| 37 | RELY | REMITLY GLOBAL | $18.77 | -5.25% | — | — | $16.5M | 0.69% | +992,094 | +1614.1% |
| 38 | INDV | INDIVIOR PHARMACEUTICALS | $37.62 | 0.44% | — | — | $15.9M | 0.66% | +521,083 | NEW |
| 39 | CODI | COMPASS DIVERSIFIED HLDGS | $10.64 | -0.28% | — | — | $15.2M | 0.63% | +1,930,254 | NEW |
| 40 | CALX | CALIX | $37.27 | -2.79% | — | — | $15.0M | 0.63% | +305,670 | NEW |
| 41 | — | PROCEPT BIOROBOTICS CORP | — | — | — | — | $14.4M | 0.60% | +574,100 | NEW |
| 42 | VCEL | VERICEL CORPORATION | $36.30 | 1.71% | — | — | $13.6M | 0.57% | +197,178 | +87.6% |
| 43 | WLDN | WILLDAN GROUP | $97.21 | -0.70% | — | — | $12.6M | 0.53% | −133,945 | −44.8% |
| 44 | TSEM | TOWER SEMICONDUCTOR LTD | $235.48 | -9.88% | — | — | $12.3M | 0.51% | +70,000 | NEW |
| 45 | EZPW | EZCORP INC | $31.95 | -0.62% | — | — | $11.6M | 0.49% | +320,351 | +231.3% |
| 46 | CECO | CECO ENVIRONMENTAL | $78.02 | -3.80% | — | — | $11.2M | 0.47% | +187,600 | NEW |
| 47 | AVGO | BROADCOM INC | $385.73 | -7.92% | — | — | $10.8M | 0.45% | +35,000 | NEW |
| 48 | HIMS | HIMS & HERS HEALTH INC | $26.19 | -6.50% | — | — | $9.8M | 0.41% | — | HELD |
| 49 | AS | AMER SPORTS INC | $34.10 | -1.13% | — | — | $9.6M | 0.40% | −2,198,061 | −88.2% |
| 50 | PGNY | PROGYNY INC | $25.86 | 1.49% | — | — | $9.6M | 0.40% | +199,985 | +55.0% |
| 51 | JOUT | JOHNSON OUTDOORS | $44.84 | -2.20% | — | — | $8.8M | 0.37% | −19,400 | −9.3% |
| 52 | BRBR | BELLRING BRANDS INC-W/I | $8.77 | 0.92% | — | — | $8.4M | 0.35% | +467,960 | +838.9% |
| 53 | WRBY | WARBY PARKER INC | $22.72 | -5.80% | — | — | $8.1M | 0.34% | +383,909 | NEW |
| 54 | VITL | VITAL FARMS | $10.04 | 2.14% | — | — | $7.8M | 0.33% | +17,075 | +3.2% |
| 55 | HOOD | ROBINHOOD MARKETS | $82.47 | -6.63% | — | — | $6.9M | 0.29% | +100,000 | NEW |
| 56 | FSLY | FASTLY INC | $18.07 | -9.24% | — | — | $6.5M | 0.27% | +225,000 | NEW |
| 57 | ANGO | ANGIODYNAMICS | $11.94 | -0.75% | — | — | $6.4M | 0.27% | +562,153 | NEW |
| 58 | UCTT | ULTRA CLEAN HOLDINGS | $82.07 | -12.40% | — | — | $6.2M | 0.26% | +100,000 | NEW |
| 59 | TCMD | TACTILE SYSTEMS TECHNOLOGY | $25.40 | 0.91% | — | — | $6.2M | 0.26% | +237,884 | NEW |
| 60 | LOCO | EL POLLO LOCO HLDGS | $13.82 | -0.14% | — | — | $6.0M | 0.25% | −260,370 | −37.6% |
| 61 | BXC | BLUELINX HOLDINGS INC | $50.30 | -2.61% | — | — | $5.6M | 0.23% | — | HELD |
| 62 | ONTO | ONTO INNOVATION INC | $253.24 | -7.83% | — | — | $5.4M | 0.23% | +26,500 | NEW |
| 63 | BLND | BLEND LABS | $1.62 | -5.81% | — | — | $5.4M | 0.23% | −2,526,030 | −44.3% |
| 64 | GRPN | GROUPON INC | $16.46 | -11.17% | — | — | $5.3M | 0.22% | — | HELD |
| 65 | JBL | JABIL CIRCUIT INC | $353.24 | -5.51% | — | — | $5.2M | 0.22% | +19,500 | NEW |
| 66 | COCO | VITA COCO CO INC | $74.09 | 0.15% | — | — | $5.1M | 0.21% | +107,243 | NEW |
| 67 | VVV | VALVOLINE INC | $35.73 | 1.36% | — | — | $5.1M | 0.21% | +150,000 | NEW |
| 68 | PM | PHILIP MORRIS INTL | $178.29 | 1.89% | — | — | $4.7M | 0.20% | — | HELD |
| 69 | DCTH | DELCATH SYS INC | $10.67 | -1.11% | — | — | $4.6M | 0.19% | — | HELD |
| 70 | FTK | FLOTEK INDUSTRIES INC | $23.52 | -5.24% | — | — | $4.6M | 0.19% | −68,145 | −20.2% |
| 71 | HZO | MARINEMAX INC | $33.04 | -5.28% | — | — | $4.4M | 0.19% | +163,646 | NEW |
| 72 | NVDA | NVIDIA CORP | $205.10 | -6.20% | — | — | $4.4M | 0.18% | +25,000 | NEW |
| 73 | AFRM | AFFIRM HLDGS | $63.61 | -7.41% | — | — | $4.4M | 0.18% | +95,071 | NEW |
| 74 | DKNG | DRAFTKINGS INC | $24.93 | -1.73% | — | — | $4.3M | 0.18% | −301,925 | −60.1% |
| 75 | XMTR | XOMETRY | $80.66 | -2.47% | — | — | $3.4M | 0.14% | +82,172 | NEW |
| 76 | TDUP | THREDUP | $4.82 | 0.42% | — | — | $3.3M | 0.14% | — | HELD |
| 77 | PRTH | PRIORITY TECHNOLOGY HOLDINGS | $5.82 | -3.96% | — | — | $3.1M | 0.13% | −404,875 | −38.3% |
| 78 | BHE | BENCHMARK ELECTRONICS | $83.92 | -5.21% | — | — | $3.0M | 0.12% | +53,047 | NEW |
| 79 | ARLO | ARLO TECHNOLOGIES | $12.80 | -1.01% | — | — | $2.8M | 0.12% | −120,287 | −37.6% |
| 80 | ZUMZ | ZUMIEZ INC | $17.39 | -25.94% | — | — | $2.8M | 0.12% | — | HELD |
| 81 | ANF | ABERCROMBIE & FITCH CO | $75.34 | -2.99% | — | — | $2.7M | 0.11% | +30,000 | NEW |
| 82 | ACVA | ACV AUCTIONS | $5.66 | -3.58% | — | — | $2.6M | 0.11% | +609,100 | NEW |
| 83 | STUB | STUBHUB HLDGS | $9.29 | -0.96% | — | — | $2.4M | 0.10% | +384,638 | NEW |
| 84 | UPST | UPSTART HLDGS | $29.74 | -7.84% | — | — | $2.3M | 0.10% | −280,411 | −75.8% |
| 85 | NSSC | NAPCO SECURITY TECHNOLOGIES | $34.96 | -2.26% | — | — | $2.0M | 0.08% | −758,930 | −93.7% |
| 86 | WING | WINGSTOP | $142.23 | -1.56% | — | — | $2.0M | 0.08% | — | HELD |
| 87 | FLUT | FLUTTER ENTMT PLC | $100.49 | -0.34% | — | — | $2.0M | 0.08% | +19,191 | NEW |
| 88 | HTZ | HERTZ GLOBAL HLDGS INC | $5.09 | -0.20% | — | — | $1.8M | 0.08% | +400,000 | NEW |
| 89 | FOXF | FOX FACTORY HOLDING CORP | $17.41 | -1.92% | — | — | $1.6M | 0.07% | — | HELD |
| 90 | ADTN | ADTRAN HLDGS | $15.35 | -11.12% | — | — | $1.5M | 0.06% | −5,758 | −4.5% |
| 91 | SG | SWEETGREEN INC | $7.42 | 0.68% | — | — | $1.4M | 0.06% | +18,026 | +7.1% |
| 92 | GAMB | GAMBLING COM GROUP LTD | $2.37 | -1.25% | — | — | $1.2M | 0.05% | — | HELD |
| 93 | SRTS | SENSUS HEALTHCARE INC | $2.70 | -4.26% | — | — | $1.1M | 0.05% | −12,801 | −4.3% |
| 94 | SFIX | STITCH FIX INC | $3.42 | -6.81% | — | — | $1.0M | 0.04% | +311,747 | NEW |
| 95 | ONEW | ONEWATER MARINE | $10.18 | -6.26% | — | — | $1.0M | 0.04% | — | HELD |
| 96 | MED | MEDIFAST | $12.10 | -1.39% | — | — | $814K | 0.03% | — | HELD |
| 97 | MAX | MEDIAALPHA | $9.07 | 4.86% | — | — | $808K | 0.03% | −762,104 | −89.8% |
| 98 | ZVIA | ZEVIA PBC-A | $1.41 | 0.71% | — | — | $676K | 0.03% | −2,636,464 | −82.0% |
| 99 | LOVE | LOVESAC CO | $15.73 | -3.79% | — | — | $563K | 0.02% | — | HELD |
| 100 | DSP | VIANT TECHNOLOGY | $12.11 | -4.80% | — | — | $554K | 0.02% | +49,445 | NEW |
| 101 | INGN | INOGEN INC | $6.41 | 1.58% | — | — | $545K | 0.02% | — | HELD |
| 102 | FLWS | 1-800-FLOWERS | $4.34 | -3.98% | — | — | $524K | 0.02% | — | HELD |
| 103 | LFMD | LIFEMD | $4.89 | 0.41% | — | — | $490K | 0.02% | — | HELD |
| 104 | SHAK | SHAKE SHACK INC | — | — | — | — | $375K | 0.02% | +4,238 | NEW |
| 105 | RCEL | AVITA MEDICAL | — | — | — | — | $370K | 0.02% | — | HELD |
| 106 | SNBR | SLEEP NUMBER | — | — | — | — | $342K | 0.01% | +34,375 | +22.0% |
| 107 | RVLV | REVOLVE GROUP | — | — | — | — | $311K | 0.01% | +13,776 | NEW |
| 108 | MOD | MODINE MFG CO | — | — | — | — | $301K | 0.01% | +1,390 | NEW |
| 109 | W | WAYFAIR INC | — | — | — | — | $263K | 0.01% | +3,500 | NEW |
| 110 | JILL | J. JILL INC | — | — | — | — | $246K | 0.01% | −86,653 | −80.2% |
| 111 | TKNO | ALPHA TEKNOVA | — | — | — | — | $228K | 0.01% | — | HELD |
| 112 | IBTA | IBOTTA INC | — | — | — | — | $202K | 0.01% | +6,727 | NEW |
| 113 | DDD | 3D SYS CORP DEL | — | — | — | — | $170K | 0.01% | — | HELD |
| 114 | LFVN | LIFEVANTAGE | — | — | — | — | $107K | 0.00% | −39,675 | −61.7% |
| 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 |
| 119 | INDV | INDIVIOR PLC | $37.62 | 0.44% | — | — | — | — | −2,784,786 | EXITED |
| 120 | IMAX | IMAX CORP | — | — | — | — | — | — | −964,986 | EXITED |
| 121 | PRCH 9 05/15/30 | PORCH GROUP INC | — | — | — | — | — | — | −1,620,351 | EXITED |
| 122 | ENVA | ENOVA INTL INC | — | — | — | — | — | — | −82,490 | EXITED |
| 123 | ROST | ROSS STORES INC | — | — | — | — | — | — | −68,204 | EXITED |
| 124 | TTMI | TTM TECHNOLOGIES INC | — | — | — | — | — | — | −164,595 | EXITED |
| 125 | PHAT | PHATHOM PHARMACEUTICALS INC | — | — | — | — | — | — | −662,312 | EXITED |
| 126 | CBLL | CERIBELL INC | — | — | — | — | — | — | −188,506 | EXITED |
| 127 | 1RG | REV GROUP INC | — | — | — | — | — | — | −50,000 | EXITED |
| 128 | BVS | BIOVENTUS INC | — | — | — | — | — | — | −183,131 | EXITED |
| 129 | PACK | RANPAK HOLDINGS CORP | — | — | — | — | — | — | −250,001 | EXITED |
| 130 | BBNX | BETA BIONICS INC | — | — | — | — | — | — | −39,606 | EXITED |
| 131 | NEO | NEOGENOMICS INC | — | — | — | — | — | — | −100,000 | EXITED |
| 132 | ARHS | ARHAUS INC | — | — | — | — | — | — | −67,413 | EXITED |
| 133 | NTGR | NETGEAR INC | — | — | — | — | — | — | −28,700 | EXITED |
Source: SEC EDGAR · accession 0001901865-26-000001. 13F discloses long positions only — shorts, foreign equities, and options are excluded.