Divisar Capital Management as of Dec. 31, 2021
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 28 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercraft Boat Holdings (MCFT) | 9.9 | $31M | 1.1M | 28.33 | |
| Ultra Clean Holdings (UCTT) | 8.9 | $28M | 481k | 57.36 | |
| Kulicke and Soffa Industries (KLIC) | 8.2 | $26M | 422k | 60.54 | |
| Lumentum Hldgs (LITE) | 7.5 | $23M | 221k | 105.77 | |
| Abercrombie & Fitch Cl A (ANF) | 6.8 | $21M | 607k | 34.83 | |
| Photronics (PLAB) | 4.8 | $15M | 789k | 18.85 | |
| Tillys Cl A (TLYS) | 4.8 | $15M | 918k | 16.11 | |
| Fabrinet SHS (FN) | 4.1 | $13M | 107k | 118.47 | |
| Vishay Precision (VPG) | 3.7 | $12M | 311k | 37.12 | |
| Vishay Intertechnology (VSH) | 3.7 | $11M | 520k | 21.87 | |
| Brunswick Corporation (BC) | 3.6 | $11M | 110k | 100.73 | |
| Tufin Software Technologie SHS | 3.5 | $11M | 1.0M | 10.55 | |
| Amkor Technology (AMKR) | 3.4 | $11M | 428k | 24.79 | |
| Civitas Resources Com New (CIVI) | 2.9 | $9.0M | 185k | 48.97 | |
| Ii-vi | 2.6 | $8.1M | 119k | 68.33 | |
| Green Dot Corp Cl A (GDOT) | 2.4 | $7.6M | 209k | 36.24 | |
| Sequans Communications S A Sponsored Ads (SQNS) | 2.4 | $7.3M | 1.5M | 4.74 | |
| Comfort Systems USA (FIX) | 2.2 | $6.9M | 70k | 98.94 | |
| Orion Engineered Carbons (OEC) | 2.1 | $6.5M | 352k | 18.36 | |
| Box Cl A (BOX) | 1.8 | $5.7M | 217k | 26.19 | |
| Cooper Standard Holdings (CPS) | 1.8 | $5.7M | 253k | 22.41 | |
| Arlo Technologies (ARLO) | 1.8 | $5.7M | 541k | 10.49 | |
| Absolute Software Corporation | 1.8 | $5.6M | 592k | 9.41 | |
| PDF Solutions (PDFS) | 1.7 | $5.3M | 167k | 31.79 | |
| Infinera (INFN) | 1.6 | $5.0M | 523k | 9.59 | |
| Primoris Services (PRIM) | 1.3 | $4.0M | 169k | 23.98 | |
| TTM Technologies (TTMI) | 0.4 | $1.3M | 91k | 14.90 | |
| Express | 0.1 | $385k | 125k | 3.08 |
