Divisar Capital Management as of March 31, 2022
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 27 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ultra Clean Holdings (UCTT) | 9.8 | $32M | 761k | 42.39 | |
Mastercraft Boat Holdings (MCFT) | 9.1 | $30M | 1.2M | 24.61 | |
Abercrombie & Fitch Cl A (ANF) | 8.5 | $28M | 868k | 31.99 | |
Kulicke and Soffa Industries (KLIC) | 7.3 | $24M | 428k | 56.02 | |
Lumentum Hldgs (LITE) | 6.4 | $21M | 214k | 97.60 | |
Brunswick Corporation (BC) | 5.4 | $18M | 220k | 80.89 | |
Box Cl A (BOX) | 3.9 | $13M | 440k | 29.06 | |
Absolute Software Corporation | 3.8 | $12M | 1.4M | 8.48 | |
Fabrinet SHS (FN) | 3.7 | $12M | 116k | 105.13 | |
Tufin Software Technologie SHS | 3.5 | $11M | 1.3M | 8.93 | |
Tillys Cl A (TLYS) | 3.4 | $11M | 1.2M | 9.36 | |
Civitas Resources Com New (CIVI) | 3.3 | $11M | 180k | 59.71 | |
Green Dot Corp Cl A (GDOT) | 3.2 | $11M | 387k | 27.48 | |
Vishay Intertechnology (VSH) | 3.1 | $10M | 520k | 19.60 | |
Vishay Precision (VPG) | 3.0 | $10M | 311k | 32.15 | |
Sequans Communications S A Sponsored Ads (SQNS) | 2.9 | $9.4M | 3.1M | 3.04 | |
Amkor Technology (AMKR) | 2.8 | $9.3M | 428k | 21.72 | |
Arlo Technologies (ARLO) | 2.8 | $9.1M | 1.0M | 8.86 | |
Photronics (PLAB) | 2.7 | $8.8M | 520k | 16.97 | |
Orion Engineered Carbons (OEC) | 2.3 | $7.5M | 467k | 15.97 | |
Comfort Systems USA (FIX) | 2.2 | $7.1M | 80k | 89.01 | |
PDF Solutions (PDFS) | 1.8 | $6.0M | 215k | 27.87 | |
Ii-vi | 1.7 | $5.4M | 75k | 72.49 | |
Infinera (INFN) | 1.4 | $4.5M | 523k | 8.67 | |
Cooper Standard Holdings (CPS) | 1.0 | $3.4M | 386k | 8.77 | |
Sportsmans Whse Hldgs (SPWH) | 0.7 | $2.1M | 200k | 10.69 | |
Unisys Corp Com New (UIS) | 0.3 | $1.1M | 50k | 21.62 |