Divisar Capital Management as of Sept. 30, 2019
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Ultra Clean Holdings (UCTT) | 9.6 | $29M | 2.0M | 14.64 | |
| Calix (CALX) | 7.3 | $22M | 3.5M | 6.39 | |
| Express | 6.2 | $19M | 5.5M | 3.44 | |
| Mastercraft Boat Holdings (MCFT) | 6.0 | $18M | 1.2M | 14.93 | |
| Tillys (TLYS) | 6.0 | $18M | 1.9M | 9.44 | |
| Harmonic (HLIT) | 5.9 | $18M | 2.7M | 6.58 | |
| Highpoint Res Corp | 5.9 | $18M | 11M | 1.59 | |
| Kemet Corporation Cmn | 5.2 | $16M | 856k | 18.18 | |
| TTM Technologies (TTMI) | 4.3 | $13M | 1.1M | 12.20 | |
| Fabrinet (FN) | 4.2 | $13M | 239k | 52.30 | |
| Photronics (PLAB) | 4.1 | $12M | 1.1M | 10.88 | |
| A10 Networks (ATEN) | 4.0 | $12M | 1.8M | 6.94 | |
| TeleNav | 3.6 | $11M | 2.3M | 4.78 | |
| Lumentum Hldgs (LITE) | 3.5 | $11M | 198k | 53.56 | |
| Infinera (INFN) | 3.4 | $10M | 1.9M | 5.45 | |
| PDF Solutions (PDFS) | 3.2 | $9.5M | 728k | 13.07 | |
| Abercrombie & Fitch (ANF) | 2.6 | $8.0M | 510k | 15.60 | |
| Primoris Services (PRIM) | 2.2 | $6.7M | 340k | 19.61 | |
| Kulicke and Soffa Industries (KLIC) | 2.1 | $6.5M | 275k | 23.48 | |
| Sequans Communications Adr adr usd.02 | 2.1 | $6.3M | 7.2M | 0.87 | |
| Pdc Energy | 1.6 | $4.8M | 174k | 27.75 | |
| Ii-vi | 1.5 | $4.6M | 131k | 35.21 | |
| Columbus McKinnon (CMCO) | 1.3 | $4.0M | 110k | 36.43 | |
| MaxLinear (MXL) | 1.2 | $3.5M | 156k | 22.38 | |
| Bonanza Creek Energy I | 1.1 | $3.3M | 150k | 22.39 | |
| Qad Inc cl a | 0.8 | $2.5M | 53k | 46.18 | |
| Advanced Energy Industries (AEIS) | 0.5 | $1.5M | 26k | 57.41 | |
| Kirkland's (KIRK) | 0.2 | $625k | 406k | 1.54 |
