Divisar Capital Management LLC
28 holdingsFiling period: 2026-06-30Current AUM: $351.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ONTO | Onto Innovation Inc | 114.3K | $43.2M | $25.1M | 7.15% | -79,000 | 2026-06-30 |
| 2 | PII | Polaris Inc | 529.1K | $36.2M | $28.4M | 8.10% | +51.2K | 2026-06-30 |
| 3 | MKSI | Mks Inc. | 62.5K | $27.8M | $13.2M | 3.76% | -23,000 | 2026-06-30 |
| 4 | BC | Brunswick Corp | 287.1K | $24.2M | $18.9M | 5.38% | -62,633 | 2026-06-30 |
| 5 | KLIC | Kulicke & Soffa Inds Inc | 180.8K | $24.2M | $14.5M | 4.14% | -136,059 | 2026-06-30 |
| 6 | — | Orion S.A. | 3.38M | $22.4M | $22.4M | 6.39% | -182,513 | 2026-06-30 |
| 7 | LITE | Lumentum Hldgs Inc | 26.1K | $22.4M | $21.5M | 6.12% | -9,100 | 2026-06-30 |
| 8 | UCTT | Ultra Clean Hldgs Inc | 155.7K | $22.2M | $8.0M | 2.29% | -264,396 | 2026-06-30 |
| 9 | PDFS | Pdf Solutions Inc | 307.9K | $21.8M | $12.7M | 3.61% | -315,485 | 2026-06-30 |
| 10 | BOX | Box Inc | 748.0K | $19.9M | $31.2M | 8.89% | +110.0K | 2026-06-30 |
| 11 | VERX | Vertex Inc | 1.64M | $18.8M | $23.5M | 6.69% | +445.2K | 2026-06-30 |
| 12 | RXO | Rxo Inc | 662.5K | $18.3M | $19.0M | 5.41% | -390,000 | 2026-06-30 |
| 13 | MCFT | Mastercraft Boat Hldgs Inc | 672.3K | $17.4M | $13.1M | 3.74% | -20,000 | 2026-06-30 |
| 14 | TTMI | Ttm Technologies Inc | 92.6K | $17.3M | $8.8M | 2.52% | -34,000 | 2026-06-30 |
| 15 | CALX | Calix Inc | 395.2K | $14.7M | $14.3M | 4.06% | +55.0K | 2026-06-30 |
| 16 | WEAV | Weave Communications Inc | 2.02M | $12.1M | $15.0M | 4.26% | +183.5K | 2026-06-30 |
| 17 | ADTN | Adtran Holdings Inc | 851.5K | $11.8M | $5.6M | 1.60% | -917,913 | 2026-06-30 |
| 18 | CMRC | Commerce.com Inc | 3.14M | $9.3M | $11.9M | 3.40% | -784,051 | 2026-06-30 |
| 19 | THRM | Gentherm Inc | 229.0K | $7.8M | $6.7M | 1.91% | +70.0K | 2026-06-30 |
| 20 | DIN | Dine Brands Global Inc | 165.6K | $5.9M | $5.3M | 1.52% | -76,630 | 2026-06-30 |
| 21 | CALY | Callaway Golf Co | 298.3K | $5.6M | $4.2M | 1.20% | -- | 2026-06-30 |
| 22 | OXM | Oxford Inds Inc | 154.4K | $5.4M | $4.2M | 1.18% | +133.3K | 2026-06-30 |
| 23 | ZUMZ | Zumiez Inc | 289.1K | $5.1M | $4.1M | 1.17% | -- | 2026-06-30 |
| 24 | LASR | Nlight Inc | 71.4K | $5.0M | $2.6M | 0.74% | -16,868 | 2026-06-30 |
| 25 | VIAV | Viavi Solutions Inc | 96.4K | $4.6M | $3.3M | 0.95% | -35,000 | 2026-06-30 |
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