Divisar Capital Management as of March 31, 2023
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 33 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lumentum Hldgs (LITE) | 10.4 | $45M | 839k | 54.01 | |
| Ultra Clean Holdings (UCTT) | 9.3 | $40M | 1.2M | 33.16 | |
| Kulicke and Soffa Industries (KLIC) | 7.1 | $31M | 587k | 52.69 | |
| Brunswick Corporation (BC) | 6.2 | $27M | 330k | 82.00 | |
| Abercrombie & Fitch Cl A (ANF) | 4.0 | $17M | 620k | 27.75 | |
| Mastercraft Boat Holdings (MCFT) | 4.0 | $17M | 565k | 30.43 | |
| Absolute Software Corporation | 3.5 | $15M | 1.9M | 7.83 | |
| Orion Engineered Carbons (OEC) | 3.4 | $15M | 558k | 26.09 | |
| FARO Technologies (FARO) | 3.3 | $14M | 583k | 24.61 | |
| Civitas Resources Com New (CIVI) | 3.2 | $14M | 205k | 68.34 | |
| PDF Solutions (PDFS) | 3.0 | $13M | 312k | 42.40 | |
| Tillys Cl A (TLYS) | 3.0 | $13M | 1.7M | 7.71 | |
| Rent The Runway Com Cl A (RENT) | 3.0 | $13M | 4.6M | 2.85 | |
| Green Dot Corp Cl A (GDOT) | 3.0 | $13M | 760k | 17.18 | |
| DZS (DZSI) | 2.6 | $11M | 1.4M | 7.89 | |
| Box Cl A (BOX) | 2.6 | $11M | 421k | 26.79 | |
| Vishay Intertechnology (VSH) | 2.5 | $11M | 479k | 22.62 | |
| Harsco Corporation (NVRI) | 2.3 | $10M | 1.5M | 6.83 | |
| Cohu (COHU) | 2.2 | $9.7M | 254k | 38.39 | |
| Zumiez (ZUMZ) | 2.2 | $9.4M | 510k | 18.44 | |
| Fabrinet SHS (FN) | 2.1 | $9.3M | 78k | 118.76 | |
| Rxo Common Stock (RXO) | 2.1 | $9.1M | 466k | 19.64 | |
| Onto Innovation (ONTO) | 2.0 | $8.6M | 98k | 87.88 | |
| Nlight (LASR) | 1.9 | $8.3M | 811k | 10.18 | |
| Sequans Communications S A Sponsored Ads (SQNS) | 1.8 | $7.8M | 3.9M | 2.00 | |
| Vishay Precision (VPG) | 1.7 | $7.2M | 173k | 41.76 | |
| Comfort Systems USA (FIX) | 1.5 | $6.6M | 46k | 145.96 | |
| Stitch Fix Com Cl A (SFIX) | 1.4 | $6.1M | 1.2M | 5.11 | |
| Coherent Corp (COHR) | 1.3 | $5.7M | 150k | 38.08 | |
| Infinera (INFN) | 1.2 | $5.4M | 694k | 7.76 | |
| Arlo Technologies (ARLO) | 1.0 | $4.3M | 708k | 6.06 | |
| Cooper Standard Holdings (CPS) | 0.8 | $3.6M | 250k | 14.24 | |
| Markforged Holding Corp (MKFG) | 0.2 | $959k | 1.0M | 0.96 |
