Divisadero Street Capital Management, LP
CIK: 0001901865Latest portfolio: $2.1B · Q4 2025
Holdings
88
Total Value
$2.1B
New Positions
16
Closed Positions
93
Top Holdings
View All 88 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SGHCSUPER GROUP SGHC LIMITED | 24,128,529 | $288.3M | 13.49% | +5.5M | Call |
| 2 | DAVEDAVE INC | 986,708 | $218.5M | 10.22% | NEW | Call |
| 3 | CELHCELSIUS HLDGS INC | 2,530,212 | $115.7M | 5.41% | NEW | Call |
| 4 | —INDIVIOR PLC | 2,784,786 | $99.9M | 4.67% | -577,819 | |
| 5 | ASAMER SPORTS INC | 2,490,845 | $93.0M | 4.35% | +2.1M | |
| 6 | CVNACARVANA CO | 218,189 | $92.1M | 4.31% | +10K | |
| 7 | SNSHARKNINJA INC | 769,163 | $86.1M | 4.03% | -5,245 | |
| 8 | RSIRUSH STREET INTERACTIVE INC | 4,411,304 | $85.7M | 4.01% | +392K | Call |
| 9 | FLYWFLYWIRE CORPORATION | 5,786,462 | $81.9M | 3.83% | +1.6M | |
| 10 | BBWBUILD-A-BEAR WORKSHOP INC | 1,251,224 | $76.7M | 3.59% | +1.2M | |
| 11 | SEZLSEZZLE INC | 1,123,226 | $71.3M | 3.33% | -371,391 | |
| 12 | 51AAMERICAN PUB ED INC | 1,671,558 | $63.2M | 2.96% | +1.3M | |
| 13 | TPBTURNING PT BRANDS INC | 531,214 | $57.6M | 2.69% | -442,852 | |
| 14 | CLSCELESTICA INC | 175,012 | $51.7M | 2.42% | -21,199 | |
| 15 | FIGSFIGS INC | 4,410,632 | $50.1M | 2.34% | +4.4M | |
| 16 | REALTHE REALREAL INC | 3,150,443 | $49.7M | 2.33% | +551K | |
| 17 | LITELUMENTUM HLDGS INC | 118,185 | $43.6M | 2.04% | -45,118 | |
| 18 | IMAIMAX CORP | 964,986 | $35.7M | 1.67% | +325K | |
| 19 | NSSCNAPCO SEC TECHNOLOGIES INC | 809,729 | $33.8M | 1.58% | +698K | |
| 20 | LWAYLIFEWAY FOODS INC | 1,347,635 | $32.7M | 1.53% | +717K | |
| 21 | J2AWILLDAN GROUP INC | 298,932 | $31.0M | 1.45% | +46K | |
| 22 | VSCOVICTORIAS SECRET AND CO | 493,413 | $26.7M | 1.25% | +408K | |
| 23 | BLNDBLEND LABS INC | 5,701,122 | $17.3M | 0.81% | +1.6M | |
| 24 | DKNGDRAFTKINGS INC NEW | 502,162 | $17.3M | 0.81% | +405K | |
| 25 | VITLVITAL FARMS INC | 534,780 | $17.1M | 0.80% | -458,558 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Consumer Cyclical0.0% ($2.8833593033920807e+111T)
Healthcare0.0% ($3.566516490152552e+66T)
Technology0.0% ($2.184668193651736e+47T)
Unknown0.0% ($9.991863184309871e+26T)
Consumer Defensive0.0% ($1.1573157583326533e+22T)
Financial Services0.0% ($7129616180.1T)
Industrials0.0% ($3376563.4T)
Communication Services0.0% ($11.0T)
Energy0.0% ($5.8M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $2.1B | 92 |
| Q3 2025 | Nov 14, 2025 | $2.3T | 168 |
| Q2 2025 | Aug 14, 2025 | $1.6T | 136 |
| Q1 2025 | May 15, 2025 | $993.6B | 94 |
| Q4 2024 | Feb 14, 2025 | $856.0B | 85 |
| Q3 2024 | Nov 14, 2024 | $824.3T | 74 |
| Q2 2024 | Aug 12, 2024 | $659.5T | 61 |
| Q1 2024 | May 15, 2024 | $427.2T | 56 |
| Q4 2023 | Feb 14, 2024 | $442.6T | 59 |
| Q3 2023 | Nov 15, 2023 | $317.3T | 49 |
| Q2 2023 | Aug 14, 2023 | $346.1T | 43 |
| Q1 2023 | May 15, 2023 | $228.6T | 45 |
| Q4 2022 | Feb 14, 2023 | $133.7T | 42 |
| Q3 2022 | Nov 14, 2022 | $90.2B | 42 |
| Q2 2022 | Aug 15, 2022 | $148.6B | 43 |
| Q1 2022 | May 16, 2022 | $118.8B | 38 |
| Q4 2021 | Feb 14, 2022 | $119.7B | 51 |
Fund Information
Divisadero Street Capital Management, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.1B across 88 holdings. The largest position is SUPER GROUP SGHC LIMITED (SGHC), representing 13.5% of the portfolio. Compared to the previous quarter, the fund opened 18 new positions and closed 95 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.