Divisadero Street Capital Management, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$118.8B
Holdings
38
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ARLOARLO TECHNOLOGIES INC | 1,000,000 | $8.9B | 7.46% | |
| 2 | INMDINMODE LTD | 209,000 | $7.7B | 6.50% | |
| 3 | FIVNFIVE9 INC | 63,000 | $7.0B | 5.86% | |
| 4 | DDSDILLARDS INC | 24,000 | $6.4B | 5.42% | |
| 5 | MLKNMILLERKNOLL INC | 165,000 | $5.7B | 4.80% | |
| 6 | QDELUSDQUIDEL CORP | 50,000 | $5.6B | 4.73% | |
| 7 | MGPIMGP INGREDIENTS INC NEW | 62,700 | $5.4B | 4.52% | |
| 8 | STKSTHE ONE GROUP HOSPITALITY IN | 499,676 | $5.3B | 4.42% | |
| 9 | FNKOFUNKO INC | 285,000 | $4.9B | 4.14% | |
| 10 | CALYCALLAWAY GOLF CO | 192,000 | $4.5B | 3.79% | |
| 11 | AFRMAFFIRM HLDGS INC | 86,000 | $4.0B | 3.35% | |
| 12 | ONEWONEWATER MARINE INC | 111,000 | $3.8B | 3.22% | |
| 13 | FSLYFASTLY INC | 214,000 | $3.7B | 3.13% | |
| 14 | TOSTTOAST INC | 170,000 | $3.7B | 3.11% | |
| 15 | FIGSFIGS INC | 170,000 | $3.7B | 3.08% | |
| 16 | BLDRBUILDERS FIRSTSOURCE INC | 55,000 | $3.5B | 2.99% | |
| 17 | BXCBLUELINX HLDGS INC | 43,850 | $3.2B | 2.65% | |
| 18 | XXYCROSS CTRY HEALTHCARE INC | 140,000 | $3.0B | 2.55% | |
| 19 | RICKRCI HOSPITALITY HLDGS INC | 45,000 | $2.8B | 2.33% | |
| 20 | XPOFXPONENTIAL FITNESS INC | 113,500 | $2.7B | 2.24% | |
| 21 | RVLVREVOLVE GROUP INC | 48,000 | $2.6B | 2.17% | |
| 22 | BBWBUILD-A-BEAR WORKSHOP INC | 140,600 | $2.6B | 2.16% | |
| 23 | CHEFCHEFS WHSE INC | 73,000 | $2.4B | 2.00% | |
| 24 | SKINTHE BEAUTY HEALTH COMPANY | 140,000 | $2.4B | 1.99% | |
| 25 | GDENGOLDEN ENTMT INC | 40,000 | $2.3B | 1.96% | |
| 26 | EVEREVERQUOTE INC | 132,000 | $2.1B | 1.80% | |
| 27 | VEROVENUS CONCEPT INC | 1,100,000 | $1.6B | 1.32% | |
| 28 | —LIMELIGHT NETWORKS INC | 250,000 | $1.3B | 1.10% | |
| 29 | CHS1USDCHICOS FAS INC | 215,000 | $1.0B | 0.87% | |
| 30 | G2CEVERI HLDGS INC | 48,000 | $1.0B | 0.85% | |
| 31 | BOOTBOOT BARN HLDGS INC | 10,000 | $948.0M | 0.80% | |
| 32 | KRUSKURA SUSHI USA INC | 16,000 | $882.0M | 0.74% | |
| 33 | SPWHSPORTSMANS WHSE HLDGS INC | 71,000 | $759.0M | 0.64% | |
| 34 | DXLGDESTINATION XL GROUP INC | 94,785 | $463.0M | 0.39% | |
| 35 | MAPSWM TECHNOLOGY INC | 50,000 | $391.0M | 0.33% | |
| 36 | TMDXTRANSMEDICS GROUP INC | 12,000 | $323.0M | 0.27% | |
| 37 | XEJACCURAY INC | 60,000 | $199.0M | 0.17% | |
| 38 | ASRTASSERTIO HOLDINGS INC | 59,000 | $169.0M | 0.14% |