Divisadero Street Capital Management as of March 31, 2025
Portfolio Holdings for Divisadero Street Capital Management
Divisadero Street Capital Management holds 90 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brinker International Call Option (EAT) | 13.6 | $135M | 909k | 149.05 | |
| Rush Street Interactive (RSI) | 8.9 | $89M | 8.3M | 10.72 | |
| Dave Class A Com New (DAVE) | 8.4 | $84M | 1.0M | 82.66 | |
| Sezzle (SEZL) | 4.6 | $46M | 1.3M | 34.89 | |
| Vital Farms Call Option (VITL) | 4.6 | $45M | 1.5M | 30.47 | |
| Genius Sports Shares Cl A (GENI) | 4.3 | $43M | 4.3M | 10.01 | |
| Carvana Cl A (CVNA) | 3.5 | $35M | 165k | 209.08 | |
| Hims & Hers Health Com Cl A (HIMS) | 3.3 | $33M | 1.1M | 29.55 | |
| Priority Technology Hldgs In (PRTH) | 3.2 | $32M | 4.7M | 6.82 | |
| Celsius Hldgs Com New (CELH) | 2.8 | $28M | 791k | 35.62 | |
| J Jill Group (JILL) | 2.7 | $27M | 1.4M | 19.53 | |
| Groupon Com New (GRPN) | 2.5 | $25M | 1.3M | 18.77 | |
| Rxsight (RXST) | 2.3 | $22M | 885k | 25.25 | |
| Blend Labs Cl A (BLND) | 2.1 | $21M | 6.3M | 3.35 | |
| Turning Pt Brands (TPB) | 2.0 | $20M | 328k | 59.44 | |
| Rocket Cos Com Cl A (RKT) | 1.8 | $18M | 1.5M | 12.07 | |
| Everquote Com Cl A (EVER) | 1.8 | $17M | 665k | 26.19 | |
| Flywire Corporation Com Vtg (FLYW) | 1.6 | $16M | 1.7M | 9.50 | |
| National Vision Hldgs (EYE) | 1.6 | $16M | 1.2M | 12.78 | |
| Bioventus Com Cl A (BVS) | 1.6 | $16M | 1.7M | 9.15 | |
| Sharkninja Com Shs (SN) | 1.3 | $13M | 160k | 83.41 | |
| Honest (HNST) | 1.3 | $13M | 2.8M | 4.70 | |
| Establishment Labs Holdings Ord (ESTA) | 1.3 | $13M | 311k | 40.80 | |
| Remitly Global (RELY) | 1.1 | $11M | 537k | 20.80 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.0 | $10M | 755k | 13.56 | |
| Celestica (CLS) | 1.0 | $9.9M | 125k | 78.81 | |
| Five9 (FIVN) | 0.9 | $9.3M | 343k | 27.15 | |
| Coinbase Global Com Cl A (COIN) | 0.9 | $9.0M | 53k | 172.23 | |
| AngioDynamics (ANGO) | 0.9 | $9.0M | 960k | 9.39 | |
| Evolus (EOLS) | 0.9 | $8.7M | 721k | 12.03 | |
| Caredx (CDNA) | 0.8 | $8.3M | 467k | 17.75 | |
| Transmedics Group (TMDX) | 0.8 | $7.7M | 114k | 67.28 | |
| Willdan (WLDN) | 0.7 | $7.0M | 172k | 40.72 | |
| Genedx Holdings Corp Com Cl A (WGS) | 0.7 | $6.5M | 73k | 88.56 | |
| Bluelinx Hldgs Com New (BXC) | 0.6 | $6.2M | 83k | 74.98 | |
| Modine Mfg Call (MOD) | 0.6 | $5.9M | 77k | 76.75 | |
| Academy Sports & Outdoor (ASO) | 0.5 | $4.6M | 100k | 45.61 | |
| Peloton Interactive Cl A Com (PTON) | 0.4 | $4.3M | 683k | 6.32 | |
| Bellring Brands Common Stock (BRBR) | 0.4 | $4.2M | 56k | 74.46 | |
| Si-bone (SIBN) | 0.4 | $4.0M | 288k | 14.03 | |
| Sweetgreen Com Cl A (SG) | 0.4 | $3.8M | 150k | 25.02 | |
| Revolve Group Cl A (RVLV) | 0.4 | $3.5M | 162k | 21.49 | |
| Tandem Diabetes Care Com New (TNDM) | 0.3 | $3.3M | 175k | 19.16 | |
| Draftkings Com Cl A (DKNG) | 0.3 | $3.2M | 98k | 33.21 | |
| Byrna Technologies Com New (BYRN) | 0.3 | $3.0M | 176k | 16.84 | |
| America's Car-Mart (CRMT) | 0.3 | $2.7M | 59k | 45.39 | |
| Napco Security Systems (NSSC) | 0.3 | $2.6M | 112k | 23.02 | |
| Abercrombie & Fitch Cl A (ANF) | 0.2 | $2.5M | 32k | 76.37 | |
| Lo (LOCO) | 0.2 | $2.1M | 207k | 10.30 | |
| Capri Holdings SHS (CPRI) | 0.2 | $2.0M | 100k | 19.73 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 0.2 | $2.0M | 67k | 29.38 | |
| Calix (CALX) | 0.2 | $1.9M | 53k | 35.44 | |
| Realreal (REAL) | 0.2 | $1.9M | 346k | 5.39 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.2 | $1.8M | 82k | 21.62 | |
| Orthopediatrics Corp. (KIDS) | 0.2 | $1.6M | 67k | 24.63 | |
| Victorias Secret And Common Stock (VSCO) | 0.2 | $1.6M | 86k | 18.58 | |
| Rci Hospitality Hldgs (RICK) | 0.2 | $1.5M | 36k | 42.94 | |
| Xponential Fitness Com Cl A (XPOF) | 0.2 | $1.5M | 182k | 8.33 | |
| Procept Biorobotics Corp (PRCT) | 0.1 | $1.5M | 25k | 58.26 | |
| Arlo Technologies (ARLO) | 0.1 | $1.3M | 131k | 9.87 | |
| Build-A-Bear Workshop (BBW) | 0.1 | $1.3M | 35k | 37.17 | |
| Arhaus Com Cl A (ARHS) | 0.1 | $1.2M | 143k | 8.70 | |
| BRC Com Cl A (BRCC) | 0.1 | $1.2M | 557k | 2.09 | |
| Inogen (INGN) | 0.1 | $1.1M | 156k | 7.13 | |
| AtriCure (ATRC) | 0.1 | $1.1M | 34k | 32.26 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.1 | $1.0M | 71k | 14.72 | |
| ODP Corp. (ODP) | 0.1 | $979k | 68k | 14.33 | |
| Portillos Com Cl A (PTLO) | 0.1 | $800k | 67k | 11.89 | |
| Harley-Davidson (HOG) | 0.1 | $710k | 28k | 25.25 | |
| Funko Com Cl A (FNKO) | 0.1 | $666k | 97k | 6.86 | |
| Ranpak Holdings Corp Com Cl A (PACK) | 0.1 | $542k | 100k | 5.42 | |
| Sleep Number Corp (SNBR) | 0.1 | $516k | 81k | 6.34 | |
| Axogen (AXGN) | 0.0 | $486k | 26k | 18.50 | |
| Neuropace (NPCE) | 0.0 | $473k | 39k | 12.29 | |
| Yext (YEXT) | 0.0 | $426k | 69k | 6.16 | |
| Alpha Teknova (TKNO) | 0.0 | $409k | 79k | 5.19 | |
| MiMedx (MDXG) | 0.0 | $367k | 48k | 7.60 | |
| Airsculpt Technologies (AIRS) | 0.0 | $350k | 150k | 2.33 | |
| Zimvie (ZIMV) | 0.0 | $324k | 30k | 10.80 | |
| Ziprecruiter Cl A (ZIP) | 0.0 | $292k | 50k | 5.89 | |
| Destination Xl (DXLG) | 0.0 | $289k | 198k | 1.46 | |
| Sensus Healthcare (SRTS) | 0.0 | $275k | 58k | 4.73 | |
| Citi Trends (CTRN) | 0.0 | $272k | 12k | 22.14 | |
| Talkspace (TALK) | 0.0 | $266k | 104k | 2.56 | |
| Coursera (COUR) | 0.0 | $217k | 33k | 6.66 | |
| Potbelly (PBPB) | 0.0 | $162k | 17k | 9.51 | |
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $143k | 13k | 10.84 | |
| Purple Innovatio (PRPL) | 0.0 | $105k | 139k | 0.76 | |
| Designer Brands Cl A (DBI) | 0.0 | $61k | 17k | 3.65 | |
| Bumble Com Cl A (BMBL) | 0.0 | $48k | 11k | 4.34 |
