Divisar Capital Management as of Dec. 31, 2022
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 32 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ultra Clean Holdings (UCTT) | 8.9 | $36M | 1.1M | 33.15 | |
| Lumentum Hldgs (LITE) | 8.7 | $35M | 679k | 52.17 | |
| Mastercraft Boat Holdings (MCFT) | 7.0 | $29M | 1.1M | 25.87 | |
| Kulicke and Soffa Industries (KLIC) | 6.2 | $26M | 577k | 44.26 | |
| Brunswick Corporation (BC) | 5.6 | $23M | 319k | 72.08 | |
| Absolute Software Corporation | 4.5 | $18M | 1.7M | 10.44 | |
| Abercrombie & Fitch Cl A (ANF) | 3.9 | $16M | 695k | 22.91 | |
| PDF Solutions (PDFS) | 3.6 | $15M | 510k | 28.52 | |
| Tillys Cl A (TLYS) | 3.5 | $14M | 1.6M | 9.05 | |
| Fabrinet SHS (FN) | 3.4 | $14M | 107k | 128.22 | |
| Rent The Runway Com Cl A (RENT) | 3.1 | $13M | 4.1M | 3.05 | |
| Sequans Communications S A Sponsored Ads (SQNS) | 3.0 | $12M | 3.7M | 3.32 | |
| Civitas Resources Com New (CIVI) | 2.9 | $12M | 205k | 57.93 | |
| Green Dot Corp Cl A (GDOT) | 2.9 | $12M | 740k | 15.82 | |
| Zumiez (ZUMZ) | 2.7 | $11M | 510k | 21.74 | |
| Box Cl A (BOX) | 2.7 | $11M | 356k | 31.13 | |
| Harsco Corporation (NVRI) | 2.6 | $11M | 1.7M | 6.29 | |
| Onto Innovation (ONTO) | 2.6 | $11M | 157k | 68.09 | |
| Orion Engineered Carbons (OEC) | 2.6 | $11M | 598k | 17.81 | |
| Comfort Systems USA (FIX) | 2.3 | $9.3M | 81k | 115.08 | |
| Vishay Intertechnology (VSH) | 2.2 | $9.0M | 419k | 21.57 | |
| Cooper Standard Holdings (CPS) | 2.2 | $9.0M | 988k | 9.06 | |
| Cohu (COHU) | 2.1 | $8.6M | 269k | 32.05 | |
| Vishay Precision (VPG) | 2.1 | $8.5M | 219k | 38.65 | |
| DZS (DZSI) | 1.6 | $6.6M | 522k | 12.68 | |
| Arlo Technologies (ARLO) | 1.6 | $6.6M | 1.9M | 3.51 | |
| Infinera (INFN) | 1.4 | $5.7M | 839k | 6.74 | |
| Coherent Corp (COHR) | 1.3 | $5.3M | 150k | 35.10 | |
| Amkor Technology (AMKR) | 1.0 | $4.1M | 172k | 23.98 | |
| Nlight (LASR) | 1.0 | $4.1M | 401k | 10.14 | |
| Funko Com Cl A (FNKO) | 0.7 | $3.0M | 279k | 10.91 | |
| Markforged Holding Corp (MKFG) | 0.3 | $1.2M | 1.0M | 1.16 |
