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CIK: 0001901865
Total reported value
$4.4B
$4.4B
165 檔
16.5%
At the close of Q3 2025, Divisadero Street Capital Management, LP disclosed equity holdings valued at approximately $4.4B, spread across 165 reported holdings.
In Q3 2025, Divisadero Street Capital Management, LP displayed an active expansion posture, initiating 81 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGHC | Super Group (SGHC) Limited | Stock-Other | 10.72% | +1.65% | +8598.38% | |
| 2 | DAVE | Dave Inc | Stock-Other | 8.05% | +1.25% | +73.08% | |
| 3 | SEZL | Sezzle Inc | Stock-Other | 5.19% | +2.95% | +64.70% | |
| 4 | TPB | Turning Point Brands Inc | Stock-Other | 4.20% | +1.36% | +3.21% | |
| 5 | RSI | Rush Street Interactive Inc | Stock-Other | 3.59% | -2.18% | -48.51% | |
| 6 | INDV | Indivior Pharmaceuticals, Inc. | Stock-Other | 3.54% | — | +2372.50% | |
| 7 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 3.49% | -0.57% | +59.87% | |
| 8 | CVNA | Carvana Co | Stock-Consumer Disc | 3.43% | +3.23% | +7.76% | |
| 9 | FLYW | Flywire Corp-voting | Stock-Other | 2.45% | -0.30% | -13.25% | |
| 10 | LRN | Stride Inc | Stock-Consumer Staples | 2.44% | -1.14% | EXIT | |
| 11 | CLS | Celestica Inc | Stock-Tech | 2.11% | +0.21% | +138.23% | |
| 12 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 1.96% | -2.55% | -47.88% | |
| 13 | PRCH | Porch Group Inc | Stock-Other | 1.91% | +0.72% | NEW | |
| 14 | ANGO | Angiodynamics Inc | Stock-Other | 1.79% | -0.27% | EXIT | |
| 15 | VITL | Vital Farms Inc | Stock-Other | 1.78% | +0.20% | +131.75% | |
| 16 | KRUS | Kura Sushi USA Inc-class A | Stock-Other | 1.51% | -0.73% | EXIT | |
| 17 | EAT | Brinker International Inc | Stock-Consumer Disc | 1.49% | -1.54% | EXIT | |
| 18 | AGX | Argan Inc | Stock-Industrials | 1.48% | +0.02% | NEW | |
| 19 | SVV | Savers Value Village Inc | Stock-Other | 1.42% | — | +56.73% | |
| 20 | OMDA | Omada Health Inc | Stock-Other | 1.33% | -1.20% | — | |
| 21 | CALX | Calix Inc | Stock-Tech | 1.22% | -0.63% | +756.01% | |
| 22 | REAL | Realreal Inc/the | Stock-Other | 1.21% | +0.81% | +652.47% | |
| 23 | LITE | Lumentum Holdings Inc | Stock-Tech | 1.16% | -0.64% | +283.30% | |
| 24 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.15% | +4.31% | — | |
| 25 | WLDN | Willdan Group Inc | Stock-Other | 1.07% | +1.84% | -9.26% | |
| 26 | FIVE | Five Below | Stock-Consumer Disc | 1.05% | — | — | |
| 27 | ANIP | Ani Pharmaceuticals Inc | Stock-Other | 0.94% | — | — | |
| 28 | FSLY | Fastly Inc - Class A | Stock-Tech | 0.92% | +0.43% | — | |
| 29 | IMAX | Imax CORP | Stock-Other | 0.92% | — | — | |
| 30 | FN | Fabrinet | Stock-Tech | 0.90% | — | +57.44% | |
| 31 | LWAY | Lifeway Foods Inc | Stock-Other | 0.76% | +0.28% | — | |
| 32 | MMS | Maximus Inc | Stock-Industrials | 0.73% | — | +93.55% | |
| 33 | ZVIA | Zevia Pbc-a | Stock-Other | 0.73% | -0.03% | EXIT | |
| 34 | HZO | Marinemax Inc | Stock-Other | 0.73% | +0.19% | — | |
| 35 | FOXF | Fox Factory Holding CORP | Stock-Other | 0.71% | -0.03% | -18.66% | |
| 36 | APEI | American Public Education | Stock-Other | 0.66% | -1.08% | — | |
| 37 | BLND | Blend Labs Inc-a | Stock-Other | 0.66% | -0.22% | -25.29% | |
| 38 | JILL | J. Jill Inc | Stock-Other | 0.65% | — | -15.76% | |
| 39 | AS | Amer Sports, Inc. | Stock-Consumer Disc | 0.63% | +0.77% | +37.84% | |
| 40 | XPEL | Xpel Inc | Stock-Other | 0.60% | -0.96% | +195.17% | |
| 41 | TTMI | Ttm Technologies | Stock-Tech | 0.59% | +0.05% | NEW | |
| 42 | PL | Planet Labs Pbc | Stock-Industrials | 0.59% | — | — | |
| 43 | ✓ | Pagaya Technologies LTD Cl | Stock-Other | 0.54% | — | +79.77% | |
| 44 | ARLO | Arlo Technologies Inc | Stock-Other | 0.51% | -0.04% | -39.91% | |
| 45 | EYE | National Vision Holdings Inc | Stock-Other | 0.51% | +0.07% | -27.69% | |
| 46 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.49% | -0.01% | EXIT | |
| 47 | EVLV | Evolv Technologies Holdings | Stock-Other | 0.47% | — | +1076.41% | |
| 48 | GRPN | Groupon Inc | Stock-Other | 0.45% | +0.79% | -45.31% | |
| 49 | PRTH | Priority Technology Holdings | Stock-Other | 0.45% | -0.11% | -45.71% | |
| 50 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.43% | +0.02% | +108.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPB | Turning Point Brands Inc | +2.2% | +3.21% | Add |
| 2 | SN | SharkNinja, Inc. | +2.2% | +59.87% | Add |
| 3 | CLS | Celestica Inc | +1.1% | +138.23% | Add |
| 4 | CALX | Calix Inc | +1% | +756.01% | Add |
| 5 | REAL | Realreal Inc/the | +1% | +652.47% | Add |
| 6 | ANGO | Angiodynamics Inc | +0.9% | +8.33% | Add |
| 7 | FLYW | Flywire Corp-voting | +0.8% | -13.25% | Add |
| 8 | SEZL | Sezzle Inc | +0.6% | +64.70% | Add |
| 9 | ARLO | Arlo Technologies Inc | +0.4% | -39.91% | Add |
| 10 | WLDN | Willdan Group Inc | +0.4% | -9.26% | Add |
| 11 | ANF | Abercrombie & Fitch Co-cl A | +0.1% | — | Add |
| 12 | LOCO | El Pollo Loco Holdings Inc | +0.1% | -31.96% | Add |
| 13 | NPCE | Neuropace Inc | +0.1% | +20.93% | Add |
| 14 | MDXG | Mimedx Group Inc | 0% | — | Add |
| 15 | SRTS | Sensus Healthcare Inc | 0% | +39.49% | Add |
| 16 | DBI | Designer Brands Inc-class A | 0% | — | Add |
| 17 | AIRS | Airsculpt Technologies Inc | 0% | — | Add |
| 18 | EZPW | Ezcorp Inc-cl A | 0% | +39.47% | Add |
| 19 | PACK | Ranpak Holdings CORP | 0% | +150.00% | Add |
| 20 | COUR | Coursera Inc | — | — | Unchanged |
| 21 | AHCO | Adapthealth CORP | — | — | Unchanged |
| 22 | PRPL | Purple Innovation Inc | — | — | Unchanged |
| 23 | YEXT | Yext Inc | 0% | — | Unchanged |
| 24 | PTB | Potbelly CORP | 0% | — | Unchanged |
| 25 | CTRN | Citi Trends Inc | 0% | — | Unchanged |
| 26 | XPOF | Xponential Fitness Inc-a | 0% | +102.80% | Add |
| 27 | ODP1 | Odp Corp/the | 0% | — | Unchanged |
| 28 | ZIP | Ziprecruiter Inc-a | 0% | — | Unchanged |
| 29 | TKNO | Alpha Teknova Inc | 0% | — | Unchanged |
| 30 | DXLG | Destination Xl Group Inc | 0% | — | Unchanged |
| 31 | TALK | Talkspace Inc | 0% | — | Unchanged |
| 32 | BBW | Build-a-bear Workshop Inc | 0% | — | Unchanged |
| 33 | SNBRQ | Sleep Number CORP | 0% | — | Unchanged |
| 34 | AXGN | Axogen Inc | 0% | — | Unchanged |
| 35 | CVNA | Carvana Co | 0% | +7.76% | Add |
| 36 | NSSC | Napco Security Technologies | -0.1% | — | Unchanged |
| 37 | ARHS | Arhaus Inc | -0.1% | — | Add |
| 38 | VSXY | Victoria's Secret & Co | -0.1% | — | Unchanged |
| 39 | PTLO | Portillo's Inc-cl A | -0.1% | — | Unchanged |
| 40 | FNKO | Funko Inc-class A | -0.1% | — | Unchanged |
| 41 | SRAD | Sportradar Group AG | -0.1% | — | Unchanged |
| 42 | INGN | Inogen Inc | -0.1% | -80.65% | Trim |
| 43 | MOD | Modine Manufacturing Co | -0.1% | — | Add |
| 44 | CRMT | America's Car-mart Inc | -0.1% | — | Add |
| 45 | ATRC | Atricure Inc | -0.1% | -82.31% | Trim |
| 46 | RICK | Rci Hospitality Holdings Inc | -0.1% | — | Trim |
| 47 | BRCC | Brc Inc-a | -0.1% | — | Trim |
| 48 | PRCT | Procept Biorobotics CORP | -0.1% | — | Unchanged |
| 49 | CPRI | Capri Holdings Limited | -0.1% | — | Unchanged |
| 50 | RVLV | Revolve Group Inc | -0.1% | — | Add |
According to official SEC Form 13F filings, Divisadero Street Capital Management, LP reported a total U.S. public equity portfolio value of $4.4B across 165 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SGHC, DAVE, SEZL) accounted for 16.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
SGHC
市值: $245.6M
Top Position Liquidated / Trimmed
HNST
前期市值: $13.3M
During Q3 2025, Divisadero Street Capital Management, LP's top holdings by market value included SGHC (10.7%)、DAVE (8.1%)、SEZL (5.2%). The largest single position, SGHC, represented 10.7% of total portfolio value.
In Q3 2025, Divisadero Street Capital Management, LP made 143 total portfolio adjustments, initiating 81 new buys, adding to 27 positions, trimming 29 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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