Divisadero Street Capital Management as of Dec. 31, 2025
Portfolio Holdings for Divisadero Street Capital Management
Divisadero Street Capital Management holds 88 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Super Group Sghc Ord Shs Call Option (SGHC) | 13.5 | $288M | 24M | 11.95 | |
| Dave Class A Com New (DAVE) | 10.2 | $219M | 987k | 221.41 | |
| Celsius Hldgs Com New Call Option (CELH) | 5.4 | $116M | 2.5M | 45.74 | |
| Indivior Ord | 4.7 | $100M | 2.8M | 35.88 | |
| Amer Sports Com Shs (AS) | 4.4 | $93M | 2.5M | 37.35 | |
| Carvana Cl A (CVNA) | 4.3 | $92M | 218k | 422.02 | |
| Sharkninja Com Shs (SN) | 4.0 | $86M | 769k | 111.90 | |
| Rush Street Interactive (RSI) | 4.0 | $86M | 4.4M | 19.43 | |
| Flywire Corporation Com Vtg (FLYW) | 3.8 | $82M | 5.8M | 14.16 | |
| Build-A-Bear Workshop (BBW) | 3.6 | $77M | 1.3M | 61.27 | |
| Sezzle (SEZL) | 3.3 | $71M | 1.1M | 63.48 | |
| American Public Education (APEI) | 3.0 | $63M | 1.7M | 37.80 | |
| Turning Pt Brands (TPB) | 2.7 | $58M | 531k | 108.40 | |
| Celestica (CLS) | 2.4 | $52M | 175k | 295.61 | |
| Figs Cl A (FIGS) | 2.3 | $50M | 4.4M | 11.36 | |
| Realreal (REAL) | 2.3 | $50M | 3.2M | 15.78 | |
| Lumentum Hldgs (LITE) | 2.0 | $44M | 118k | 368.59 | |
| Imax Corp Cad (IMAX) | 1.7 | $36M | 965k | 36.96 | |
| Napco Security Systems (NSSC) | 1.6 | $34M | 810k | 41.70 | |
| Lifeway Foods (LWAY) | 1.5 | $33M | 1.3M | 24.23 | |
| Willdan (WLDN) | 1.4 | $31M | 299k | 103.66 | |
| Victorias Secret And Common Stock (VSCO) | 1.3 | $27M | 493k | 54.17 | |
| Blend Labs Cl A (BLND) | 0.8 | $17M | 5.7M | 3.04 | |
| Draftkings Com Cl A (DKNG) | 0.8 | $17M | 502k | 34.46 | |
| Vital Farms (VITL) | 0.8 | $17M | 535k | 31.94 | |
| Axogen (AXGN) | 0.8 | $17M | 504k | 32.73 | |
| Upstart Hldgs (UPST) | 0.8 | $16M | 370k | 43.73 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.7 | $15M | 470k | 32.47 | |
| Porch Group Debt 9.000% 5/1 | 0.7 | $15M | 1.6M | 9.13 | |
| Compass Cl A (COMP) | 0.6 | $13M | 1.3M | 10.57 | |
| Enova Intl (ENVA) | 0.6 | $13M | 83k | 157.20 | |
| Ross Stores (ROST) | 0.6 | $12M | 68k | 180.14 | |
| TTM Technologies (TTMI) | 0.5 | $11M | 165k | 69.00 | |
| Mediaalpha Cl A (MAX) | 0.5 | $11M | 849k | 12.95 | |
| Phathom Pharmaceuticals (PHAT) | 0.5 | $11M | 662k | 16.59 | |
| Progyny (PGNY) | 0.4 | $9.3M | 364k | 25.68 | |
| National Vision Hldgs (EYE) | 0.4 | $9.1M | 352k | 25.82 | |
| Johnson Outdoors Cl A (JOUT) | 0.4 | $8.9M | 210k | 42.45 | |
| Citi Trends (CTRN) | 0.4 | $8.4M | 203k | 41.56 | |
| Vericel (VCEL) | 0.4 | $8.1M | 225k | 36.01 | |
| Groupon Com New (GRPN) | 0.4 | $7.8M | 445k | 17.61 | |
| Zevia Pbc Cl A (ZVIA) | 0.3 | $7.5M | 3.2M | 2.32 | |
| Omada Health (OMDA) | 0.3 | $7.4M | 470k | 15.78 | |
| Lo (LOCO) | 0.3 | $7.2M | 693k | 10.46 | |
| Thredup Cl A (TDUP) | 0.3 | $6.4M | 994k | 6.39 | |
| Bluelinx Hldgs Com New (BXC) | 0.3 | $6.3M | 103k | 61.43 | |
| Webull Corp Ord Shs (BULL) | 0.3 | $6.2M | 800k | 7.77 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.3 | $5.9M | 361k | 16.24 | |
| Flotek Inds Inc Del Com New (FTK) | 0.3 | $5.8M | 337k | 17.23 | |
| Priority Technology Hldgs In (PRTH) | 0.3 | $5.8M | 1.1M | 5.45 | |
| Delcath Sys Com New (DCTH) | 0.2 | $5.0M | 500k | 10.10 | |
| Philip Morris International (PM) | 0.2 | $4.5M | 28k | 160.40 | |
| Arlo Technologies (ARLO) | 0.2 | $4.5M | 320k | 13.99 | |
| Ceribell (CBLL) | 0.2 | $4.1M | 189k | 21.93 | |
| Zumiez (ZUMZ) | 0.2 | $3.2M | 125k | 26.05 | |
| Wingstop (WING) | 0.1 | $3.1M | 13k | 238.49 | |
| Rev | 0.1 | $3.0M | 50k | 60.81 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.1 | $2.7M | 139k | 19.42 | |
| Sweetgreen Com Cl A (SG) | 0.1 | $1.7M | 255k | 6.76 | |
| Fox Factory Hldg (FOXF) | 0.1 | $1.7M | 100k | 17.11 | |
| Gambling Com Group Ordinary Shares (GAMB) | 0.1 | $1.7M | 306k | 5.46 | |
| Bellring Brands Common Stock (BRBR) | 0.1 | $1.5M | 56k | 26.73 | |
| J Jill Group (JILL) | 0.1 | $1.5M | 108k | 13.72 | |
| Bioventus Com Cl A (BVS) | 0.1 | $1.4M | 183k | 7.44 | |
| Ranpak Holdings Corp Com Cl A (PACK) | 0.1 | $1.4M | 250k | 5.41 | |
| Sleep Number Corp (SNBR) | 0.1 | $1.3M | 156k | 8.46 | |
| Beta Bionics (BBNX) | 0.1 | $1.2M | 40k | 30.47 | |
| Sensus Healthcare (SRTS) | 0.1 | $1.2M | 299k | 3.98 | |
| Neogenomics Com New (NEO) | 0.1 | $1.2M | 100k | 11.76 | |
| Onewater Marine Cl A Com (ONEW) | 0.1 | $1.2M | 108k | 10.82 | |
| Hinge Health Cl A (HNGE) | 0.1 | $1.1M | 25k | 46.45 | |
| Adtran Holdings (ADTN) | 0.1 | $1.1M | 128k | 8.69 | |
| Medifast (MED) | 0.0 | $853k | 80k | 10.68 | |
| Remitly Global (RELY) | 0.0 | $848k | 62k | 13.80 | |
| Arhaus Com Cl A (ARHS) | 0.0 | $756k | 67k | 11.21 | |
| NetGear (NTGR) | 0.0 | $704k | 29k | 24.53 | |
| 1 800 Flowers Cl A (FLWS) | 0.0 | $678k | 172k | 3.93 | |
| Inogen (INGN) | 0.0 | $592k | 88k | 6.72 | |
| Lovesac Company (LOVE) | 0.0 | $562k | 38k | 14.75 | |
| Lifemd (LFMD) | 0.0 | $463k | 136k | 3.41 | |
| Lifevantage Corp Com New (LFVN) | 0.0 | $396k | 64k | 6.16 | |
| Avita Therapeutics (RCEL) | 0.0 | $345k | 100k | 3.45 | |
| Alpha Teknova (TKNO) | 0.0 | $300k | 79k | 3.80 | |
| Ziprecruiter Cl A (ZIP) | 0.0 | $193k | 50k | 3.90 | |
| Destination Xl (DXLG) | 0.0 | $182k | 198k | 0.92 | |
| 3-d Sys Corp Del Com New (DDD) | 0.0 | $160k | 91k | 1.77 | |
| Purple Innovatio (PRPL) | 0.0 | $96k | 139k | 0.69 | |
| Gogo (GOGO) | 0.0 | $57k | 12k | 4.66 |
