Divisar Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Divisar Capital Management Llc disclosed 28 stock positions valued at approximately $433.98M as of quarter-end June 30, 2026. The largest holdings include ONTO INNOVATION INC, POLARIS INC, and MKS INC..
- Report Period
- June 30, 2026
- No. of Stocks
- 28
- Portfolio Value
- $433.98M
Holdings by Sector
Divisar Capital Management Llc Portfolio Holdings in Q2 2026
28 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ONTO INNOVATION INC | ONTO | Technology | 9.96% | 114,253 | -79,000 | -40.88% | $43,239,048 |
| POLARIS INC | PII | Consumer Cyclical | 8.34% | 529,090 | +51,213 | +10.72% | $36,210,920 |
| MKS INC. | MKSI | Technology | 6.41% | 62,501 | -23,000 | -26.90% | $27,800,445 |
| BRUNSWICK CORP | BC | Consumer Cyclical | 5.57% | 287,137 | -62,633 | -17.91% | $24,188,421 |
| KULICKE & SOFFA INDS INC | KLIC | Technology | 5.57% | 180,828 | -136,059 | -42.94% | $24,187,553 |
| ORION S.A. | L72967109 | Other | 5.17% | 3,384,750 | -182,513 | -5.12% | $22,440,893 |
| LUMENTUM HLDGS INC | LITE | Technology | 5.16% | 26,123 | -9,100 | -25.84% | $22,415,101 |
| ULTRA CLEAN HLDGS INC | UCTT | Technology | 5.11% | 155,653 | -264,396 | -62.94% | $22,194,561 |
| PDF SOLUTIONS INC | PDFS | Technology | 5.02% | 307,879 | -315,485 | -50.61% | $21,794,754 |
| BOX INC | BOX | Technology | 4.57% | 748,049 | +110,000 | +17.24% | $19,853,220 |
| VERTEX INC | VERX | Technology | 4.34% | 1,640,895 | +445,183 | +37.23% | $18,837,475 |
| RXO INC | RXO | Industrials | 4.21% | 662,525 | -390,000 | -37.05% | $18,279,065 |
| MASTERCRAFT BOAT HLDGS INC | MCFT | Consumer Cyclical | 4.00% | 672,276 | -20,000 | -2.89% | $17,358,166 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 3.99% | 92,639 | -34,000 | -26.85% | $17,325,346 |
| CALIX INC | CALX | Technology | 3.40% | 395,163 | +55,000 | +16.17% | $14,747,483 |
| WEAVE COMMUNICATIONS INC | WEAV | Healthcare | 2.79% | 2,023,606 | +183,506 | +9.97% | $12,121,400 |
| ADTRAN HOLDINGS INC | ADTN | Technology | 2.73% | 851,526 | -917,913 | -51.88% | $11,836,211 |
| COMMERCE COM INC | BIGC | Technology | 2.14% | 3,142,845 | -784,051 | -19.97% | $9,302,821 |
| GENTHERM INC | THRM | Consumer Cyclical | 1.80% | 228,972 | +70,000 | +44.03% | $7,810,235 |
| DINE BRANDS GLOBAL INC | DIN | Consumer Cyclical | 1.37% | 165,637 | -76,630 | -31.63% | $5,946,368 |
| CALLAWAY GOLF CO | MODG | Consumer Cyclical | 1.29% | 298,282 | +298,282 | +100.00% | $5,604,719 |
| OXFORD INDS INC | OXM | Consumer Cyclical | 1.24% | 154,388 | +133,292 | +631.84% | $5,383,510 |
| ZUMIEZ INC | ZUMZ | Consumer Cyclical | 1.19% | 289,102 | - | - | $5,146,016 |
| NLIGHT INC | LASR | Technology | 1.15% | 71,446 | -16,868 | -19.10% | $4,974,071 |
| VIAVI SOLUTIONS INC | VIAV | Technology | 1.06% | 96,353 | -35,000 | -26.65% | $4,600,856 |
| FABRINET | FN | Other | 0.98% | 7,570 | - | - | $4,254,946 |
| ABERCROMBIE & FITCH CO | ANF | Consumer Cyclical | 0.92% | 44,308 | -20,000 | -31.10% | $3,988,163 |
| EVERQUOTE INC | EVER | Communication Services | 0.49% | 90,000 | +90,000 | +100.00% | $2,141,100 |