Divisar Capital Management as of Sept. 30, 2022
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 29 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ultra Clean Holdings (UCTT) | 9.8 | $33M | 1.3M | 25.75 | |
| Mastercraft Boat Holdings (MCFT) | 7.1 | $24M | 1.3M | 18.85 | |
| Lumentum Hldgs (LITE) | 6.5 | $22M | 323k | 68.57 | |
| Kulicke and Soffa Industries (KLIC) | 6.3 | $22M | 560k | 38.53 | |
| Brunswick Corporation (BC) | 5.7 | $19M | 296k | 65.45 | |
| Absolute Software Corporation | 5.2 | $18M | 1.5M | 11.61 | |
| Abercrombie & Fitch Cl A (ANF) | 4.5 | $15M | 974k | 15.55 | |
| Fabrinet SHS (FN) | 4.0 | $14M | 142k | 95.45 | |
| Sequans Communications S A Sponsored Ads (SQNS) | 3.9 | $13M | 3.7M | 3.57 | |
| Green Dot Corp Cl A (GDOT) | 3.6 | $12M | 651k | 18.98 | |
| Box Cl A (BOX) | 3.6 | $12M | 506k | 24.39 | |
| Civitas Resources Com New (CIVI) | 3.3 | $11M | 198k | 57.39 | |
| Tillys Cl A (TLYS) | 3.1 | $11M | 1.5M | 6.92 | |
| Arlo Technologies (ARLO) | 2.9 | $10M | 2.2M | 4.64 | |
| Vishay Intertechnology (VSH) | 2.8 | $9.6M | 542k | 17.79 | |
| PDF Solutions (PDFS) | 2.8 | $9.6M | 390k | 24.53 | |
| Onto Innovation (ONTO) | 2.7 | $9.1M | 142k | 64.05 | |
| Comfort Systems USA (FIX) | 2.5 | $8.6M | 89k | 97.33 | |
| Vishay Precision (VPG) | 2.3 | $7.9M | 266k | 29.59 | |
| Orion Engineered Carbons (OEC) | 2.1 | $7.3M | 547k | 13.35 | |
| Cooper Standard Holdings (CPS) | 2.1 | $7.0M | 1.2M | 5.84 | |
| Amkor Technology (AMKR) | 2.0 | $6.8M | 399k | 17.05 | |
| Infinera (INFN) | 1.9 | $6.5M | 1.3M | 4.84 | |
| Zumiez (ZUMZ) | 1.9 | $6.5M | 303k | 21.53 | |
| Harsco Corporation (NVRI) | 1.8 | $6.1M | 1.6M | 3.74 | |
| Rent The Runway Com Cl A (RENT) | 1.7 | $5.7M | 2.6M | 2.20 | |
| Coherent Corp (COHR) | 1.4 | $4.8M | 137k | 34.85 | |
| Cohu (COHU) | 1.3 | $4.5M | 176k | 25.78 | |
| Funko Com Cl A (FNKO) | 0.9 | $3.1M | 153k | 20.22 |
