Divisar Capital Management as of June 30, 2020
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 30 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercraft Boat Holdings (MCFT) | 9.7 | $34M | 1.8M | 19.05 | |
| Ultra Clean Holdings (UCTT) | 9.0 | $31M | 1.4M | 22.63 | |
| Box Cl A (BOX) | 6.0 | $21M | 1.0M | 20.76 | |
| Ii-vi | 5.9 | $20M | 429k | 47.22 | |
| Calix (CALX) | 5.6 | $19M | 1.3M | 14.90 | |
| Fabrinet SHS (FN) | 4.9 | $17M | 273k | 62.42 | |
| Kulicke and Soffa Industries (KLIC) | 4.7 | $16M | 776k | 20.83 | |
| TTM Technologies (TTMI) | 4.6 | $16M | 1.4M | 11.86 | |
| Lumentum Hldgs (LITE) | 4.5 | $16M | 192k | 81.43 | |
| Abercrombie & Fitch Cl A (ANF) | 4.2 | $15M | 1.4M | 10.64 | |
| Primoris Services (PRIM) | 4.0 | $14M | 782k | 17.76 | |
| Cooper Standard Holdings (CPS) | 4.0 | $14M | 1.0M | 13.25 | |
| Infinera (INFN) | 4.0 | $14M | 2.3M | 5.92 | |
| Sequans Communications S A Sponsored Ads (SQNS) | 3.7 | $13M | 2.1M | 6.14 | |
| TeleNav | 3.5 | $12M | 2.2M | 5.49 | |
| Tillys Cl A (TLYS) | 3.2 | $11M | 2.0M | 5.67 | |
| Photronics (PLAB) | 3.1 | $11M | 952k | 11.13 | |
| Express | 2.5 | $8.6M | 5.6M | 1.54 | |
| Mobileiron Com New | 2.3 | $7.9M | 1.6M | 4.93 | |
| A10 Networks (ATEN) | 1.6 | $5.7M | 834k | 6.81 | |
| Bonanza Creek Energy Com New | 1.4 | $4.8M | 325k | 14.82 | |
| Harmonic (HLIT) | 1.1 | $3.8M | 794k | 4.75 | |
| Comfort Systems USA (FIX) | 1.1 | $3.7M | 92k | 40.75 | |
| Vishay Precision (VPG) | 1.1 | $3.6M | 148k | 24.58 | |
| Columbus McKinnon (CMCO) | 1.0 | $3.5M | 106k | 33.45 | |
| Select Interior Concepts Cl A | 1.0 | $3.5M | 1.0M | 3.50 | |
| Chico's FAS | 0.9 | $3.2M | 2.4M | 1.38 | |
| PDF Solutions (PDFS) | 0.8 | $2.7M | 141k | 19.56 | |
| Qad Cl A | 0.5 | $1.7M | 42k | 41.28 | |
| Highpoint Res Corp | 0.1 | $427k | 1.4M | 0.30 |
