Divisar Capital Management

Divisar Capital Management as of June 30, 2023

Portfolio Holdings for Divisar Capital Management

Divisar Capital Management holds 33 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ultra Clean Holdings (UCTT) 9.5 $45M 1.2M 38.46
Lumentum Hldgs (LITE) 8.8 $42M 735k 56.73
Kulicke and Soffa Industries (KLIC) 8.5 $40M 677k 59.45
Brunswick Corporation (BC) 5.7 $27M 313k 86.64
FARO Technologies (FARO) 4.2 $20M 1.2M 16.20
Abercrombie & Fitch Cl A (ANF) 3.9 $19M 490k 37.68
Nlight (LASR) 3.8 $18M 1.2M 15.42
Mastercraft Boat Holdings (MCFT) 3.6 $17M 565k 30.65
Harsco Corporation (NVRI) 3.4 $16M 1.6M 9.87
Green Dot Corp Cl A (GDOT) 3.2 $15M 816k 18.74
Stitch Fix Com Cl A (SFIX) 3.0 $14M 3.7M 3.85
PDF Solutions (PDFS) 2.9 $14M 306k 45.10
Rxo Common Stock (RXO) 2.9 $14M 606k 22.67
Tillys Cl A (TLYS) 2.7 $13M 1.8M 7.01
Orion Engineered Carbons (OEC) 2.7 $13M 593k 21.22
Civitas Resources Com New (CIVI) 2.6 $13M 180k 69.37
Box Cl A (BOX) 2.6 $12M 421k 29.38
Adtran Holdings (ADTN) 2.6 $12M 1.2M 10.53
Zumiez (ZUMZ) 2.6 $12M 740k 16.66
Cohu (COHU) 2.4 $11M 274k 41.56
Sequans Communications S A Sponsored Ads (SQNS) 2.2 $11M 4.7M 2.23
Fabrinet SHS (FN) 2.1 $10M 78k 129.88
Rent The Runway Com Cl A (RENT) 1.9 $9.2M 4.6M 1.98
Vimeo Common Stock (VMEO) 1.8 $8.5M 2.1M 4.12
Vishay Intertechnology (VSH) 1.7 $8.1M 276k 29.40
Onto Innovation (ONTO) 1.6 $7.5M 64k 116.47
Comfort Systems USA (FIX) 1.4 $6.6M 41k 164.20
Vishay Precision (VPG) 1.4 $6.4M 173k 37.15
DZS (DZSI) 1.2 $5.9M 1.5M 3.97
Coherent Corp (COHR) 1.1 $5.1M 100k 50.98
Infinera (INFN) 0.7 $3.4M 694k 4.83
Cooper Standard Holdings (CPS) 0.6 $2.8M 200k 14.26
Markforged Holding Corp (MKFG) 0.6 $2.6M 2.2M 1.21