Divisar Capital Management as of March 31, 2026
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Onto Innovation (ONTO) | 10.1 | $40M | 193k | 205.07 | |
| Ultra Clean Holdings (UCTT) | 6.7 | $26M | 420k | 62.18 | |
| Polaris Industries (PII) | 6.6 | $26M | 478k | 54.50 | |
| Brunswick Corporation (BC) | 6.5 | $25M | 350k | 72.76 | |
| Lumentum Hldgs (LITE) | 6.3 | $25M | 35k | 702.76 | |
| Orion Engineered Carbons (OEC) | 5.9 | $23M | 3.6M | 6.50 | |
| Adtran Holdings (ADTN) | 5.7 | $22M | 1.8M | 12.58 | |
| Kulicke and Soffa Industries (KLIC) | 5.3 | $21M | 317k | 65.72 | |
| PDF Solutions (PDFS) | 5.2 | $20M | 623k | 32.71 | |
| MKS Instruments (MKSI) | 5.0 | $20M | 86k | 229.81 | |
| Calix (CALX) | 4.2 | $17M | 340k | 48.99 | |
| Rxo Common Stock (RXO) | 3.9 | $15M | 1.1M | 14.62 | |
| Box Cl A (BOX) | 3.8 | $15M | 638k | 23.64 | |
| Vertex Cl A (VERX) | 3.6 | $14M | 1.2M | 11.89 | |
| Mastercraft Boat Holdings (MCFT) | 3.6 | $14M | 692k | 20.51 | |
| TTM Technologies (TTMI) | 3.1 | $12M | 127k | 97.42 | |
| Commerce Com Ser 1 (CMRC) | 2.7 | $11M | 3.9M | 2.67 | |
| Weave Communications (WEAV) | 2.2 | $8.5M | 1.8M | 4.62 | |
| Zumiez (ZUMZ) | 1.6 | $6.4M | 289k | 22.16 | |
| DineEquity (DIN) | 1.6 | $6.4M | 242k | 26.24 | |
| Abercrombie & Fitch Cl A (ANF) | 1.5 | $5.9M | 64k | 91.37 | |
| Nlight (LASR) | 1.3 | $5.0M | 88k | 57.02 | |
| Gentherm (THRM) | 1.1 | $4.4M | 159k | 27.78 | |
| Viavi Solutions Inc equities (VIAV) | 1.1 | $4.4M | 131k | 33.28 | |
| Fabrinet SHS (FN) | 1.0 | $3.9M | 7.6k | 521.52 | |
| Oxford Industries (OXM) | 0.2 | $812k | 21k | 38.51 |
