Divisadero Street Capital Management, LP
118 holdingsFiling period: 2026-03-31Current AUM: $3.43Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | SUPER GROUP SGHC LTD | 16.33M | $176.3M | $176.3M | 5.13% | -7,803,058 | 2026-03-31 |
| 2 | — | SUPER GROUP SGHC LTD | 14.54M | $157.0M | $157.0M | 4.57% | -- | 2026-03-31 |
| 3 | RSI | RUSH STREET INTERACTIVE | 6.43M | $139.8M | $172.9M | 5.04% | +2.02M | 2026-03-31 |
| 4 | DAVE | DAVE INC | 640.8K | $111.6M | $238.8M | 6.95% | -345,868 | 2026-03-31 |
| 5 | CELH | CELSIUS HLDGS | 2.54M | $90.0M | $74.1M | 2.16% | +5.1K | 2026-03-31 |
| 6 | CLS | CELESTICA INC | 305.8K | $86.1M | $101.4M | 2.95% | +130.8K | 2026-03-31 |
| 7 | DAVEW | DAVE INC | 485.0K | $84.4M | $627.8M | 18.28% | -- | 2026-03-31 |
| 8 | SEZL | SEZZLE INC | 1.31M | $83.0M | $203.0M | 5.91% | +188.4K | 2026-03-31 |
| 9 | — | SHARKNINJA INC | 769.2K | $81.5M | $81.5M | 2.37% | -- | 2026-03-31 |
| 10 | OMDA | OMADA HEALTH INC | 5.89M | $74.0M | $116.8M | 3.40% | +5.42M | 2026-03-31 |
| 11 | CVNA | CARVANA CO | 226.6K | $71.2M | $70.7M | 2.06% | +8.4K | 2026-03-31 |
| 12 | FLYW | FLYWIRE CORP | 6.07M | $70.7M | $97.2M | 2.83% | +284.1K | 2026-03-31 |
| 13 | LITE | LUMENTUM HLDGS | 93.2K | $65.5M | $66.5M | 1.94% | -24,993 | 2026-03-31 |
| 14 | APEI | AMERICAN PUBLIC EDUCATION | 1.05M | $59.8M | $51.0M | 1.49% | -619,489 | 2026-03-31 |
| 15 | VSCO | VICTORIA'S SECRET & CO | 1.18M | $54.6M | $54.6M | 1.59% | +684.8K | 2026-03-31 |
| 16 | FIGS | FIGS INC | 3.20M | $47.2M | $34.2M | 1.00% | -1,214,236 | 2026-03-31 |
| 17 | — | WEBULL CORP | 9.55M | $45.8M | $45.8M | 1.33% | +8.75M | 2026-03-31 |
| 18 | REAL | THE REALREAL INC | 4.34M | $39.4M | $52.5M | 1.53% | +1.19M | 2026-03-31 |
| 19 | BBW | BUILD-A-BEAR WORKSHOP | 1.02M | $38.4M | $34.8M | 1.01% | -226,254 | 2026-03-31 |
| 20 | EAT | BRINKER INTERNATIONAL INC | 258.2K | $36.9M | $55.2M | 1.61% | -- | 2026-03-31 |
| 21 | AXGN | AXOGEN | 1.10M | $36.3M | $46.3M | 1.35% | +592.1K | 2026-03-31 |
| 22 | LINC | LINCOLN EDUCATIONAL SERVICES | 825.6K | $33.6M | $34.5M | 1.01% | -- | 2026-03-31 |
| 23 | ATRC | ATRICURE | 1.16M | $33.1M | $43.8M | 1.28% | -- | 2026-03-31 |
| 24 | XPEL | XPEL INC | 720.4K | $31.9M | $32.0M | 0.93% | -- | 2026-03-31 |
| 25 | WTTR | SELECT WATER SOLUTIONS INC | 1.90M | $29.1M | $35.2M | 1.03% | -- | 2026-03-31 |
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