Divisar Capital Management

Divisar Capital Management as of June 30, 2024

Portfolio Holdings for Divisar Capital Management

Divisar Capital Management holds 34 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lumentum Hldgs (LITE) 9.3 $49M 962k 50.92
Ultra Clean Holdings (UCTT) 9.0 $48M 971k 49.00
Kulicke and Soffa Industries (KLIC) 7.6 $40M 812k 49.19
Vimeo Common Stock (VMEO) 5.9 $31M 8.4M 3.73
Adtran Holdings (ADTN) 5.7 $30M 5.7M 5.26
FARO Technologies (FARO) 5.6 $29M 1.8M 16.00
Rxo Common Stock (RXO) 4.9 $26M 982k 26.15
Stitch Fix Com Cl A (SFIX) 4.6 $24M 5.9M 4.15
PDF Solutions (PDFS) 4.1 $22M 596k 36.38
Brunswick Corporation (BC) 3.7 $19M 265k 72.77
Box Cl A (BOX) 3.6 $19M 729k 26.44
Cohu (COHU) 3.4 $18M 540k 33.10
Orion Engineered Carbons (OEC) 3.3 $18M 805k 21.94
Harsco Corporation (NVRI) 3.3 $18M 2.0M 8.63
Nlight (LASR) 3.2 $17M 1.5M 10.93
Zumiez (ZUMZ) 3.1 $16M 843k 19.48
Calix (CALX) 3.0 $16M 448k 35.43
Mastercraft Boat Holdings (MCFT) 2.0 $10M 548k 18.88
Civitas Resources Com New (CIVI) 1.9 $9.8M 142k 69.00
Tillys Cl A (TLYS) 1.8 $9.7M 1.6M 6.03
Nerdy Cl A Com (NRDY) 1.5 $8.0M 4.8M 1.67
Vishay Intertechnology (VSH) 1.3 $6.8M 306k 22.30
Abercrombie & Fitch Cl A (ANF) 1.1 $6.0M 34k 177.84
Fabrinet SHS (FN) 1.0 $5.5M 22k 244.79
Vishay Precision (VPG) 1.0 $5.4M 176k 30.44
Verint Systems (VRNT) 0.9 $4.8M 149k 32.20
Zuora Com Cl A (ZUO) 0.9 $4.6M 461k 9.93
Bigcommerce Hldgs Com Ser 1 (BIGC) 0.8 $4.3M 530k 8.06
Coherent Corp (COHR) 0.6 $3.3M 46k 72.46
Markforged Holding Corp 0.6 $3.2M 7.9M 0.41
Sequans Communications S A Sponsored Ads 0.5 $2.4M 4.7M 0.50
Onto Innovation (ONTO) 0.4 $2.2M 10k 219.56
Comfort Systems USA (FIX) 0.2 $1.3M 4.2k 304.12
Cooper Standard Holdings (CPS) 0.1 $362k 29k 12.44