Divisadero Street Capital Management, LP
CIK: 0001901865SEC EDGAR →
Portfolio Value
$2.1B
Holdings
88
As of
Q4 2025
New Positions
45
Closed Positions
10
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SGHCCall SUPER GROUP SGHC LIMITED | 24,128,529 | $288.3M | 13.49% |
| 2 | DAVECall DAVE INC | 986,708 | $218.5M | 10.22% |
| 3 | CELHCall CELSIUS HLDGS INC | 2,530,212 | $115.7M | 5.41% |
| 4 | INDIVIOR PLC | 2,784,786 | $99.9M | 4.67% |
| 5 | AMER SPORTS INC | 2,490,845 | $93.0M | 4.35% |
| 6 | CARVANA CO | 218,189 | $92.1M | 4.31% |
| 7 | SHARKNINJA INC | 769,163 | $86.1M | 4.03% |
| 8 | RSICall RUSH STREET INTERACTIVE INC | 4,411,304 | $85.7M | 4.01% |
| 9 | FLYWIRE CORPORATION | 5,786,462 | $81.9M | 3.83% |
| 10 | BUILD-A-BEAR WORKSHOP INC | 1,251,224 | $76.7M | 3.59% |
Quarterly Changes
New Positions (18)
$218.5M · 987K shares
$115.7M · 2.5M shares
$16.2M · 370K shares
$14.8M · 1.6M shares
$13.0M · 82K shares
$12.3M · 68K shares
$11.0M · 662K shares
$9.3M · 364K shares
$8.1M · 225K shares
$6.2M · 800K shares
$5.9M · 361K shares
$5.8M · 337K shares
$4.1M · 189K shares
$3.2M · 125K shares
$3.1M · 13K shares
$1.2M · 40K shares
$1.1M · 127K shares
$704K · 29K shares
Closed Positions (95)
$184.5M · 925K shares
$55.9M · 375K shares
$44.9M · 781K shares
$43.7M · 2.6M shares
$41.1M · 3.7M shares
$34.6M · 582K shares
$34.1M · 269K shares
$33.9M · 126K shares
$32.7M · 2.5M shares
$27.9M · 454K shares
$24.0M · 155K shares
$21.5M · 234K shares
$21.2M · 2.5M shares
$20.5M · 56K shares
$16.8M · 184K shares
$16.6M · 656K shares
$13.8M · 417K shares
$13.6M · 1.0M shares
$12.4M · 417K shares
$11.1M · 78K shares
$10.8M · 1.4M shares
$10.0M · 136K shares
$8.9M · 104K shares
$8.5M · 2.8M shares
$7.9M · 73K shares
$7.7M · 150K shares
$7.7M · 80K shares
$7.7M · 316K shares
$7.4M · 366K shares
$6.8M · 20K shares
$6.8M · 546K shares
$6.5M · 298K shares
$6.2M · 683K shares
$6.1M · 148K shares
$5.7M · 119K shares
$5.3M · 57K shares
$5.1M · 240K shares
$5.0M · 100K shares
$4.7M · 175K shares
$4.3M · 38K shares
$4.3M · 188K shares
$4.2M · 1.1M shares
$4.2M · 112K shares
$3.9M · 134K shares
$3.9M · 176K shares
$3.8M · 183K shares
$3.6M · 247K shares
$3.6M · 158K shares
$3.4M · 10K shares
$3.4M · 288K shares
$3.3M · 406K shares
$3.3M · 95K shares
$3.1M · 56K shares
$3.0M · 149K shares
$3.0M · 293K shares
$2.9M · 158K shares
$2.9M · 369K shares
$2.4M · 388K shares
$2.2M · 82K shares
$2.1M · 175K shares
$2.0M · 100K shares
$1.9M · 215K shares
$1.9M · 22K shares
$1.9M · 68K shares
$1.6M · 223K shares
$1.5M · 7K shares
$1.4M · 97K shares
$1.3M · 166K shares
$1.1M · 57K shares
$1.1M · 35K shares
$933K · 100K shares
$891K · 25K shares
$821K · 232K shares
$744K · 37K shares
$638K · 11K shares
$636K · 4K shares
$610K · 386K shares
$589K · 69K shares
$535K · 50K shares
$530K · 7K shares
$459K · 73K shares
$434K · 67K shares
$382K · 33K shares
$334K · 97K shares
$290K · 17K shares
$287K · 104K shares
$269K · 3K shares
$225K · 2K shares
$210K · 6K shares
$208K · 4K shares
$203K · 2K shares
$182K · 13K shares
$180K · 116K shares
$118K · 13K shares
$108K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 29 | $933.3M | 43.7% |
| Technology | 13 | $452.4M | 21.2% |
| Consumer Defensive | 7 | $232.4M | 10.9% |
| Healthcare | 20 | $226.0M | 10.6% |
| Unknown | 7 | $121.1M | 5.7% |
| Financial Services | 4 | $103.1M | 4.8% |
| Industrials | 4 | $44.8M | 2.1% |
| Communication Services | 3 | $18.9M | 0.9% |
| Energy | 1 | $5.8M | 0.3% |