Divisadero Street Capital Management, LP
140 holdingsFiling period: 2026-06-30Current AUM: $4.17Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | SUPER GROUP SGHC LIMITED | 29.37M | $398.0M | $398.0M | 9.54% | +13.05M | 2026-06-30 |
| 2 | SEZL | SEZZLE INC | 1.65M | $283.1M | $196.4M | 4.71% | +337.9K | 2026-06-30 |
| 3 | CVNA | CARVANA CO | 4.16M | $274.0M | $278.5M | 6.68% | +3.94M | 2026-06-30 |
| 4 | DAVE | DAVE INC | 699.4K | $260.6M | $262.0M | 6.28% | +58.5K | 2026-06-30 |
| 5 | HIMS | HIMS & HERS HEALTH INC | 6.01M | $208.3M | $167.4M | 4.01% | +5.54M | 2026-06-30 |
| 6 | CLS | CELESTICA INC | 461.4K | $168.3M | $146.2M | 3.50% | +155.6K | 2026-06-30 |
| 7 | RSI | RUSH STREET INTERACTIVE INC | 5.43M | $161.4M | $141.4M | 3.39% | -1,001,277 | 2026-06-30 |
| 8 | — | SHARKNINJA INC | 819.2K | $124.7M | $124.7M | 2.99% | +50.0K | 2026-06-30 |
| 9 | CECO | CECO ENVIRONMENTAL CORP | 1.33M | $120.7M | $89.7M | 2.15% | +1.14M | 2026-06-30 |
| 10 | COMP | COMPASS INC | 9.51M | $117.2M | $98.5M | 2.36% | +6.12M | 2026-06-30 |
| 11 | FLYW | FLYWIRE CORPORATION | 6.64M | $116.7M | $117.9M | 2.83% | +573.9K | 2026-06-30 |
| 12 | REAL | THE REALREAL INC | 9.20M | $108.4M | $86.8M | 2.08% | +4.86M | 2026-06-30 |
| 13 | TPB | TURNING PT BRANDS INC | 1.27M | $107.3M | $88.6M | 2.12% | +969.7K | 2026-06-30 |
| 14 | HNGE | HINGE HEALTH INC | 1.29M | $107.1M | $119.2M | 2.86% | +720.0K | 2026-06-30 |
| 15 | WLDN | WILLDAN GROUP INC | 1.32M | $104.8M | $103.1M | 2.47% | +1.16M | 2026-06-30 |
| 16 | LITE | LUMENTUM HLDGS INC | 108.2K | $92.8M | $90.8M | 2.18% | +15.0K | 2026-06-30 |
| 17 | VSCO | VICTORIAS SECRET AND CO | 1.03M | $85.6M | $85.6M | 2.05% | -152,203 | 2026-06-30 |
| 18 | OMDA | OMADA HEALTH INC | 3.80M | $83.4M | $74.7M | 1.79% | -2,088,020 | 2026-06-30 |
| 19 | RELY | REMITLY GLOBAL INC | 3.72M | $83.3M | $81.2M | 1.95% | +2.67M | 2026-06-30 |
| 20 | CHYM | CHIME FINL INC | 3.67M | $75.1M | $123.2M | 2.95% | -- | 2026-06-30 |
| 21 | VSH | VISHAY INTERTECHNOLOGY INC | 1.35M | $72.3M | $42.3M | 1.01% | -- | 2026-06-30 |
| 22 | APEI | AMERICAN PUB ED INC | 1.17M | $62.8M | $52.3M | 1.25% | +117.3K | 2026-06-30 |
| 23 | LWAY | LIFEWAY FOODS INC | 2.10M | $62.7M | $51.4M | 1.23% | +692.8K | 2026-06-30 |
| 24 | CELH | CELSIUS HLDGS INC | 1.82M | $53.3M | $50.3M | 1.21% | -714,686 | 2026-06-30 |
| 25 | — | AMER SPORTS INC | 1.52M | $51.4M | $51.4M | 1.23% | +1.23M | 2026-06-30 |
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