Divisar Capital Management as of Sept. 30, 2020
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 27 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Mastercraft Boat Holdings (MCFT) | 8.3 | $25M | 1.4M | 17.49 | |
| Ultra Clean Holdings (UCTT) | 8.0 | $24M | 1.1M | 21.46 | |
| Kulicke and Soffa Industries (KLIC) | 6.4 | $19M | 863k | 22.40 | |
| Ii-vi | 5.3 | $16M | 399k | 40.56 | |
| Box Cl A (BOX) | 5.3 | $16M | 926k | 17.36 | |
| Lumentum Hldgs (LITE) | 5.3 | $16M | 214k | 75.13 | |
| Infinera (INFN) | 5.2 | $16M | 2.6M | 6.16 | |
| TTM Technologies (TTMI) | 5.0 | $15M | 1.3M | 11.41 | |
| Abercrombie & Fitch Cl A (ANF) | 4.6 | $14M | 1.0M | 13.93 | |
| Cooper Standard Holdings (CPS) | 4.5 | $14M | 1.0M | 13.21 | |
| Fabrinet SHS (FN) | 4.5 | $14M | 214k | 63.03 | |
| Primoris Services (PRIM) | 4.4 | $13M | 742k | 18.04 | |
| Tillys Cl A (TLYS) | 4.2 | $13M | 2.1M | 6.03 | |
| Sequans Communications S A Sponsored Ads | 4.1 | $12M | 2.1M | 5.97 | |
| Photronics (PLAB) | 4.0 | $12M | 1.2M | 9.96 | |
| Calix (CALX) | 3.5 | $11M | 603k | 17.78 | |
| Comfort Systems USA (FIX) | 3.0 | $9.1M | 176k | 51.51 | |
| Vishay Precision (VPG) | 2.3 | $6.9M | 271k | 25.32 | |
| TeleNav | 2.2 | $6.6M | 1.8M | 3.60 | |
| Bonanza Creek Energy Com New | 2.2 | $6.6M | 352k | 18.80 | |
| Select Interior Concepts Cl A | 2.1 | $6.4M | 921k | 6.90 | |
| Harmonic (HLIT) | 1.4 | $4.2M | 744k | 5.58 | |
| Columbus McKinnon (CMCO) | 1.2 | $3.5M | 106k | 33.10 | |
| Express | 1.1 | $3.4M | 5.6M | 0.61 | |
| A10 Networks (ATEN) | 0.8 | $2.4M | 381k | 6.37 | |
| Chico's FAS | 0.6 | $1.9M | 2.0M | 0.97 | |
| PDF Solutions (PDFS) | 0.5 | $1.4M | 74k | 18.70 |
