Divisar Capital Management as of Sept. 30, 2025
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 25 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lumentum Hldgs (LITE) | 9.0 | $33M | 204k | 162.71 | |
| Adtran Holdings (ADTN) | 8.2 | $30M | 3.2M | 9.38 | |
| Ultra Clean Holdings (UCTT) | 7.8 | $29M | 1.1M | 27.25 | |
| Polaris Industries (PII) | 7.1 | $26M | 448k | 58.13 | |
| Kulicke and Soffa Industries (KLIC) | 7.0 | $26M | 631k | 40.64 | |
| Commerce.com Com Ser 1 (CMRC) | 6.3 | $23M | 4.6M | 4.99 | |
| Onto Innovation (ONTO) | 6.2 | $23M | 175k | 129.22 | |
| Brunswick Corporation (BC) | 5.5 | $20M | 318k | 63.24 | |
| Orion Engineered Carbons (OEC) | 5.1 | $19M | 2.5M | 7.58 | |
| Mastercraft Boat Holdings (MCFT) | 5.0 | $19M | 861k | 21.46 | |
| PDF Solutions (PDFS) | 4.8 | $18M | 684k | 25.82 | |
| Nlight (LASR) | 4.6 | $17M | 575k | 29.63 | |
| Calix (CALX) | 4.1 | $15M | 244k | 61.37 | |
| Zumiez (ZUMZ) | 3.7 | $14M | 696k | 19.61 | |
| Vimeo Common Stock (VMEO) | 2.6 | $9.6M | 1.2M | 7.75 | |
| Rxo Common Stock (RXO) | 2.2 | $8.2M | 536k | 15.38 | |
| MKS Instruments (MKSI) | 2.1 | $7.7M | 62k | 123.77 | |
| Abercrombie & Fitch Cl A (ANF) | 1.9 | $7.0M | 81k | 85.55 | |
| Box Cl A (BOX) | 1.4 | $5.2M | 162k | 32.27 | |
| Cohu (COHU) | 1.3 | $4.9M | 240k | 20.33 | |
| TTM Technologies (TTMI) | 1.0 | $3.8M | 66k | 57.60 | |
| Harsco Corporation (NVRI) | 1.0 | $3.7M | 290k | 12.69 | |
| Stitch Fix Com Cl A (SFIX) | 0.9 | $3.4M | 782k | 4.35 | |
| Fabrinet SHS (FN) | 0.8 | $3.1M | 8.4k | 364.62 | |
| Viavi Solutions Inc equities (VIAV) | 0.3 | $1.3M | 100k | 12.69 |
