Divisar Capital Management as of June 30, 2026
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Onto Innovation (ONTO) | 10.0 | $43M | 114k | 378.45 | |
| Polaris Industries (PII) | 8.3 | $36M | 529k | 68.44 | |
| MKS Instruments (MKSI) | 6.4 | $28M | 63k | 444.80 | |
| Brunswick Corporation (BC) | 5.6 | $24M | 287k | 84.24 | |
| Kulicke and Soffa Industries (KLIC) | 5.6 | $24M | 181k | 133.76 | |
| Orion Engineered Carbons (OEC) | 5.2 | $22M | 3.4M | 6.63 | |
| Lumentum Hldgs (LITE) | 5.2 | $22M | 26k | 858.06 | |
| Ultra Clean Holdings (UCTT) | 5.1 | $22M | 156k | 142.59 | |
| PDF Solutions (PDFS) | 5.0 | $22M | 308k | 70.79 | |
| Box Cl A (BOX) | 4.6 | $20M | 748k | 26.54 | |
| Vertex Cl A (VERX) | 4.3 | $19M | 1.6M | 11.48 | |
| Rxo Common Stock (RXO) | 4.2 | $18M | 663k | 27.59 | |
| Mastercraft Boat Holdings (MCFT) | 4.0 | $17M | 672k | 25.82 | |
| TTM Technologies (TTMI) | 4.0 | $17M | 93k | 187.02 | |
| Calix (CALX) | 3.4 | $15M | 395k | 37.32 | |
| Weave Communications (WEAV) | 2.8 | $12M | 2.0M | 5.99 | |
| Adtran Holdings (ADTN) | 2.7 | $12M | 852k | 13.90 | |
| Commerce Com Ser 1 (CMRC) | 2.1 | $9.3M | 3.1M | 2.96 | |
| Gentherm (THRM) | 1.8 | $7.8M | 229k | 34.11 | |
| DineEquity (DIN) | 1.4 | $5.9M | 166k | 35.90 | |
| Callaway Golf Company (CALY) | 1.3 | $5.6M | 298k | 18.79 | |
| Oxford Industries (OXM) | 1.2 | $5.4M | 154k | 34.87 | |
| Zumiez (ZUMZ) | 1.2 | $5.1M | 289k | 17.80 | |
| Nlight (LASR) | 1.1 | $5.0M | 71k | 69.62 | |
| Viavi Solutions Inc equities (VIAV) | 1.1 | $4.6M | 96k | 47.75 | |
| Fabrinet SHS (FN) | 1.0 | $4.3M | 7.6k | 562.08 | |
| Abercrombie & Fitch Cl A (ANF) | 0.9 | $4.0M | 44k | 90.01 | |
| Everquote Com Cl A (EVER) | 0.5 | $2.1M | 90k | 23.79 |
