Divisar Capital Management as of June 30, 2025
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 26 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adtran Holdings (ADTN) | 8.8 | $38M | 4.2M | 8.97 | |
| Lumentum Hldgs (LITE) | 8.5 | $37M | 389k | 95.06 | |
| Vimeo Common Stock (VMEO) | 8.3 | $36M | 8.9M | 4.04 | |
| Kulicke and Soffa Industries (KLIC) | 7.7 | $34M | 967k | 34.60 | |
| Ultra Clean Holdings (UCTT) | 7.4 | $32M | 1.4M | 22.57 | |
| Polaris Industries (PII) | 5.6 | $24M | 591k | 40.65 | |
| Orion Engineered Carbons (OEC) | 5.4 | $23M | 2.2M | 10.49 | |
| Bigcommerce Hldgs Com Ser 1 (CMRC) | 5.3 | $23M | 4.6M | 5.00 | |
| Nlight (LASR) | 5.1 | $22M | 1.1M | 19.68 | |
| Mastercraft Boat Holdings (MCFT) | 5.1 | $22M | 1.2M | 18.58 | |
| Brunswick Corporation (BC) | 4.9 | $21M | 382k | 55.24 | |
| Calix (CALX) | 4.3 | $19M | 351k | 53.19 | |
| PDF Solutions (PDFS) | 3.0 | $13M | 611k | 21.38 | |
| Onto Innovation (ONTO) | 2.7 | $12M | 114k | 100.93 | |
| Olo Cl A | 2.6 | $11M | 1.3M | 8.90 | |
| Zumiez (ZUMZ) | 2.6 | $11M | 862k | 13.26 | |
| Rxo Common Stock (RXO) | 2.5 | $11M | 676k | 15.72 | |
| Abercrombie & Fitch Cl A (ANF) | 2.3 | $9.9M | 119k | 82.85 | |
| Stitch Fix Com Cl A (SFIX) | 2.1 | $8.9M | 2.4M | 3.70 | |
| Cohu (COHU) | 1.5 | $6.3M | 330k | 19.24 | |
| MKS Instruments (MKSI) | 1.2 | $5.2M | 52k | 99.36 | |
| Box Cl A (BOX) | 1.0 | $4.5M | 132k | 34.17 | |
| Fabrinet SHS (FN) | 0.7 | $3.0M | 10k | 294.68 | |
| Civitas Resources Com New | 0.7 | $2.8M | 103k | 27.52 | |
| Harsco Corporation (NVRI) | 0.6 | $2.5M | 290k | 8.68 | |
| Sequans Communications S A Sponsored Ads | 0.3 | $1.1M | 762k | 1.47 |
