Divisadero Street Capital Management as of March 31, 2022
Portfolio Holdings for Divisadero Street Capital Management
Divisadero Street Capital Management holds 38 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Arlo Technologies (ARLO) | 7.5 | $8.9M | 1.0M | 8.86 | |
| Inmode SHS (INMD) | 6.5 | $7.7M | 209k | 36.91 | |
| Five9 (FIVN) | 5.9 | $7.0M | 63k | 110.40 | |
| Dillards Cl A (DDS) | 5.4 | $6.4M | 24k | 268.38 | |
| Herman Miller (MLKN) | 4.8 | $5.7M | 165k | 34.56 | |
| Quidel Corporation | 4.7 | $5.6M | 50k | 112.46 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 4.5 | $5.4M | 63k | 85.58 | |
| One Group Hospitality In (STKS) | 4.4 | $5.3M | 500k | 10.51 | |
| Funko Com Cl A (FNKO) | 4.1 | $4.9M | 285k | 17.25 | |
| Callaway Golf Company (MODG) | 3.8 | $4.5M | 192k | 23.42 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.4 | $4.0M | 86k | 46.28 | |
| Onewater Marine Cl A Com (ONEW) | 3.2 | $3.8M | 111k | 34.45 | |
| Fastly Cl A (FSLY) | 3.1 | $3.7M | 214k | 17.38 | |
| Toast Cl A (TOST) | 3.1 | $3.7M | 170k | 21.73 | |
| Figs Cl A (FIGS) | 3.1 | $3.7M | 170k | 21.52 | |
| Builders FirstSource (BLDR) | 3.0 | $3.6M | 55k | 64.55 | |
| Bluelinx Hldgs Com New (BXC) | 2.7 | $3.2M | 44k | 71.88 | |
| Cross Country Healthcare (CCRN) | 2.6 | $3.0M | 140k | 21.67 | |
| Rci Hospitality Hldgs (RICK) | 2.3 | $2.8M | 45k | 61.47 | |
| Xponential Fitness Com Cl A (XPOF) | 2.2 | $2.7M | 114k | 23.44 | |
| Revolve Group Cl A (RVLV) | 2.2 | $2.6M | 48k | 53.69 | |
| Build-A-Bear Workshop (BBW) | 2.2 | $2.6M | 141k | 18.28 | |
| Chefs Whse (CHEF) | 2.0 | $2.4M | 73k | 32.60 | |
| The Beauty Health Company Com Cl A (SKIN) | 2.0 | $2.4M | 140k | 16.88 | |
| Golden Entmt (GDEN) | 2.0 | $2.3M | 40k | 58.08 | |
| Everquote Com Cl A (EVER) | 1.8 | $2.1M | 132k | 16.18 | |
| Venus Concept | 1.3 | $1.6M | 1.1M | 1.43 | |
| Limelight Networks | 1.1 | $1.3M | 250k | 5.22 | |
| Chico's FAS | 0.9 | $1.0M | 215k | 4.80 | |
| Everi Hldgs (EVRI) | 0.8 | $1.0M | 48k | 21.00 | |
| Boot Barn Hldgs (BOOT) | 0.8 | $948k | 10k | 94.80 | |
| Kura Sushi Usa Cl A Com (KRUS) | 0.7 | $882k | 16k | 55.12 | |
| Sportsmans Whse Hldgs (SPWH) | 0.6 | $759k | 71k | 10.69 | |
| Destination Xl (DXLG) | 0.4 | $463k | 95k | 4.88 | |
| Wm Technology (MAPS) | 0.3 | $391k | 50k | 7.82 | |
| Transmedics Group (TMDX) | 0.3 | $323k | 12k | 26.92 | |
| Accuray Incorporated (ARAY) | 0.2 | $199k | 60k | 3.32 | |
| Assertio Holdings Com New (ASRT) | 0.1 | $169k | 59k | 2.86 |
