Divisadero Street Capital Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Divisadero Street Capital Management, Lp disclosed 134 stock positions valued at approximately $4.29B as of quarter-end June 30, 2026. The largest holdings include SEZZLE INC, CARVANA CO, and SUPER GROUP SGHC LIMITED.
- Report Period
- June 30, 2026
- No. of Stocks
- 134
- Portfolio Value
- $4.29B
Holdings by Sector
Divisadero Street Capital Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SEZZLE INC | SEZL | Financial Services | 6.61% | 1,649,531 | +337,917 | +25.76% | $283,109,006 |
| CARVANA CO | CVNA | Consumer Cyclical | 6.39% | 4,163,614 | +3,936,978 | +1737.14% | $274,049,073 |
| SUPER GROUP SGHC LIMITED | SGHC | Other | 6.36% | 20,114,259 | +3,788,788 | +23.21% | $272,548,209 |
| DAVE INC | DAVE | Technology | 6.08% | 699,366 | +58,526 | +9.13% | $260,576,778 |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 4.86% | 6,009,505 | +5,539,672 | +1179.07% | $208,349,538 |
| CELESTICA INC | CLS | Technology | 3.93% | 461,397 | +155,581 | +50.87% | $168,317,626 |
| RUSH STREET INTERACTIVE INC | RSI | Consumer Cyclical | 3.76% | 5,425,402 | -1,001,277 | -15.58% | $161,351,455 |
| SHARKNINJA INC | SN | Other | 2.91% | 819,163 | +50,000 | +6.50% | $124,733,950 |
| CECO ENVIRONMENTAL CORP | CECO | Industrials | 2.82% | 1,329,817 | +1,142,217 | +608.86% | $120,667,595 |
| COMPASS INC | COMP | Real Estate | 2.73% | 9,505,505 | +6,115,578 | +180.40% | $117,202,877 |
| FLYWIRE CORPORATION | FLYW | Technology | 2.72% | 6,644,513 | +573,919 | +9.45% | $116,744,093 |
| THE REALREAL INC | REAL | Consumer Cyclical | 2.53% | 9,198,248 | +4,855,491 | +111.81% | $108,447,344 |
| TURNING PT BRANDS INC | TPB | Consumer Defensive | 2.50% | 1,265,303 | +969,725 | +328.08% | $107,310,347 |
| HINGE HEALTH INC | HNGE | Healthcare | 2.50% | 1,290,623 | +719,964 | +126.16% | $107,121,709 |
| WILLDAN GROUP INC | WLDN | Industrials | 2.44% | 1,324,293 | +1,159,306 | +702.67% | $104,751,576 |
| LUMENTUM HLDGS INC | LITE | Technology | 2.17% | 108,188 | +14,996 | +16.09% | $92,831,795 |
| VICTORIAS SECRET AND CO | VSCO | Consumer Cyclical | 2.00% | 1,025,972 | -152,203 | -12.92% | $85,648,143 |
| OMADA HEALTH INC | OMDA | Other | 1.95% | 3,799,695 | -2,088,020 | -35.46% | $83,403,305 |
| REMITLY GLOBAL INC | RELY | Technology | 1.94% | 3,719,086 | +2,665,529 | +253.00% | $83,344,717 |
| CHIME FINL INC | CHYM | Other | 1.73% | 3,626,050 | +3,626,050 | +100.00% | $74,261,504 |
| VISHAY INTERTECHNOLOGY INC | VSH | Technology | 1.69% | 1,345,094 | +1,345,094 | +100.00% | $72,339,155 |
| AMERICAN PUB ED INC | APEI | Consumer Defensive | 1.47% | 1,169,356 | +117,287 | +11.15% | $62,794,417 |
| LIFEWAY FOODS INC | LWAY | Consumer Defensive | 1.46% | 2,101,540 | +692,772 | +49.18% | $62,709,954 |
| CELSIUS HLDGS INC | CELH | Consumer Defensive | 1.24% | 1,820,624 | -714,686 | -28.19% | $53,307,871 |
| AMER SPORTS INC | AS | Other | 1.20% | 1,520,280 | +1,227,496 | +419.25% | $51,446,275 |
| ELEMENT SOLUTIONS INC | ESI | Basic Materials | 1.14% | 1,021,276 | +1,021,276 | +100.00% | $48,765,929 |
| GROUPON INC | GRPN | Communication Services | 1.04% | 1,845,838 | +1,400,873 | +314.83% | $44,410,862 |
| CITI TRENDS INC | CTRN | Consumer Cyclical | 0.95% | 705,451 | +211,405 | +42.79% | $40,803,286 |
| NATIONAL VISION HLDGS INC | EYE | Consumer Cyclical | 0.84% | 1,899,450 | +1,203,418 | +172.90% | $36,108,545 |
| ENOVA INTL INC | ENVA | Financial Services | 0.82% | 146,238 | +63,748 | +77.28% | $35,203,874 |
Showing 30 of 134 holdings in the latest reporting period.
Divisadero Street Capital Management, Lp Options Holdings in Q2 2026