Divisar Capital Management

Divisar Capital Management as of March 31, 2024

Portfolio Holdings for Divisar Capital Management

Divisar Capital Management holds 34 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ultra Clean Holdings (UCTT) 9.2 $48M 1.0M 45.94
Lumentum Hldgs (LITE) 8.3 $43M 909k 47.35
Kulicke and Soffa Industries (KLIC) 8.1 $42M 838k 50.31
FARO Technologies (FARO) 7.2 $38M 1.7M 21.51
Vimeo Common Stock (VMEO) 6.0 $31M 7.6M 4.09
Brunswick Corporation (BC) 4.9 $25M 262k 96.52
Adtran Holdings (ADTN) 4.8 $25M 4.6M 5.44
Rxo Common Stock (RXO) 4.5 $24M 1.1M 21.87
Harsco Corporation (NVRI) 4.2 $22M 2.4M 9.15
Box Cl A (BOX) 3.8 $20M 699k 28.32
Stitch Fix Com Cl A (SFIX) 3.8 $20M 7.5M 2.64
PDF Solutions (PDFS) 3.5 $18M 546k 33.67
Nlight (LASR) 3.5 $18M 1.4M 13.00
Orion Engineered Carbons (OEC) 3.4 $18M 750k 23.52
Cohu (COHU) 3.3 $17M 510k 33.33
Nerdy Cl A Com (NRDY) 3.0 $16M 5.5M 2.91
Zumiez (ZUMZ) 2.6 $14M 892k 15.19
Mastercraft Boat Holdings (MCFT) 2.5 $13M 548k 23.72
Tillys Cl A (TLYS) 2.1 $11M 1.6M 6.80
Civitas Resources Com New (CIVI) 2.1 $11M 142k 75.91
Vishay Intertechnology (VSH) 1.2 $6.2M 276k 22.68
Markforged Holding Corp (MKFG) 1.2 $6.1M 7.3M 0.84
Vishay Precision (VPG) 1.2 $6.1M 172k 35.33
Verint Systems (VRNT) 1.0 $5.0M 149k 33.15
Abercrombie & Fitch Cl A (ANF) 0.9 $4.7M 38k 125.33
Fabrinet SHS (FN) 0.8 $4.2M 22k 189.02
Napco Security Systems (NSSC) 0.8 $4.0M 100k 40.16
Coherent Corp (COHR) 0.5 $2.8M 46k 60.62
Onto Innovation (ONTO) 0.4 $1.8M 10k 181.08
Sequans Communications S A Sponsored Ads (SQNS) 0.3 $1.8M 4.7M 0.39
Rekor Systems (REKR) 0.3 $1.5M 640k 2.29
Comfort Systems USA (FIX) 0.3 $1.3M 4.2k 317.71
Cooper Standard Holdings (CPS) 0.3 $1.3M 79k 16.56
Ichor Holdings SHS (ICHR) 0.2 $1.2M 30k 38.62