Divisar Capital Management as of Dec. 31, 2025
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Onto Innovation (ONTO) | 9.4 | $34M | 212k | 157.86 | |
| Lumentum Hldgs (LITE) | 9.0 | $32M | 87k | 368.59 | |
| Adtran Holdings (ADTN) | 7.3 | $26M | 3.0M | 8.69 | |
| Polaris Industries (PII) | 7.2 | $26M | 405k | 63.25 | |
| Ultra Clean Holdings (UCTT) | 6.8 | $24M | 949k | 25.33 | |
| Brunswick Corporation (BC) | 6.4 | $23M | 309k | 74.24 | |
| Kulicke and Soffa Industries (KLIC) | 6.2 | $22M | 481k | 45.56 | |
| PDF Solutions (PDFS) | 6.1 | $22M | 760k | 28.53 | |
| Calix (CALX) | 4.5 | $16M | 300k | 52.93 | |
| Commerce.com Com Ser 1 (CMRC) | 4.4 | $16M | 3.8M | 4.12 | |
| Orion Engineered Carbons (OEC) | 4.1 | $15M | 2.7M | 5.28 | |
| Mastercraft Boat Holdings (MCFT) | 3.9 | $14M | 727k | 18.91 | |
| MKS Instruments (MKSI) | 3.5 | $12M | 78k | 159.80 | |
| Nlight (LASR) | 3.0 | $11M | 288k | 37.51 | |
| TTM Technologies (TTMI) | 2.7 | $9.5M | 137k | 69.00 | |
| Abercrombie & Fitch Cl A (ANF) | 2.0 | $7.0M | 56k | 125.87 | |
| Rxo Common Stock (RXO) | 2.0 | $7.0M | 555k | 12.64 | |
| Zumiez (ZUMZ) | 1.9 | $6.7M | 259k | 26.05 | |
| Gentherm (THRM) | 1.6 | $5.8M | 159k | 36.37 | |
| Box Cl A (BOX) | 1.6 | $5.6M | 188k | 29.91 | |
| Cohu (COHU) | 1.4 | $5.1M | 217k | 23.27 | |
| Vertex Cl A (VERX) | 1.4 | $5.0M | 250k | 19.97 | |
| Weave Communications (WEAV) | 1.2 | $4.4M | 581k | 7.59 | |
| Fabrinet SHS (FN) | 1.0 | $3.4M | 7.6k | 455.28 | |
| Viavi Solutions Inc equities (VIAV) | 1.0 | $3.4M | 191k | 17.82 | |
| Stitch Fix Com Cl A (SFIX) | 0.7 | $2.4M | 458k | 5.25 |
