Institutions / Divisadero Street Capital Management, LP
Divisadero Street Capital Management, LP
CIK 1901865 · Institution · as of Dec 31, 2025
Portfolio value
$1.76B
Positions
88
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 88 →
| Company | Value | % of portfolio |
|---|---|---|
| Super Group Sghc Limited | $140.31M | 8.0% |
| Indivior PLC | $99.92M | 5.7% |
| Amer Sports Inc | $93.03M | 5.3% |
| Carvana Co. | $92.08M | 5.2% |
| Sharkninja Inc | $86.07M | 4.9% |
| Flywire Corp | $81.94M | 4.7% |
| Build-a-Bear Workshop, Inc. | $76.66M | 4.4% |
| Celsius Holdings, Inc. | $74.11M | 4.2% |
| Sezzle IncSEZL | $71.30M | 4.1% |
| American Public Education Inc | $63.18M | 3.6% |
| Dave Inc./DE | $57.92M | 3.3% |
| Turning Point Brands, Inc. | $57.58M | 3.3% |
| Rush Street Interactive, Inc. | $54.43M | 3.1% |
| Celestica IncCLS | $51.74M | 2.9% |
| FIGS, Inc. | $50.10M | 2.9% |
| TheRealReal, Inc. | $49.71M | 2.8% |
| Lumentum Hldgs Inc | $43.56M | 2.5% |
| Imax Corp | $35.67M | 2.0% |
| Napco Security Technologies Inc | $33.77M | 1.9% |
| Lifeway Foods, Inc.LWAY | $32.65M | 1.9% |
| Willdan Group, Inc. | $30.99M | 1.8% |
| Victoria's Secret & Co. | $26.73M | 1.5% |
| Blend Labs, Inc. | $17.33M | 1.0% |
| DraftKings Inc. | $17.30M | 1.0% |
| Vital Farms, Inc. | $17.08M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.