Divisadero Street Capital Management, LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$90.2B
Holdings
42
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMDXTRANSMEDICS GROUP INC | 120,000 | $5.0B | 5.56% | |
| 2 | INMDINMODE LTD | 160,000 | $4.7B | 5.17% | |
| 3 | CUTREURCUTERA INC | 100,000 | $4.6B | 5.06% | |
| 4 | XPOFXPONENTIAL FITNESS INC | 235,000 | $4.3B | 4.76% | |
| 5 | CELHCELSIUS HLDGS INC | 45,000 | $4.1B | 4.53% | |
| 6 | EVEREVERQUOTE INC | 568,000 | $3.9B | 4.30% | |
| 7 | DXLGDESTINATION XL GROUP INC | 690,000 | $3.7B | 4.15% | |
| 8 | MGPIMGP INGREDIENTS INC NEW | 35,000 | $3.7B | 4.12% | |
| 9 | BARKBARK INC | 2,026,000 | $3.7B | 4.09% | |
| 10 | GOLDA-MARK PRECIOUS METALS INC | 127,000 | $3.6B | 4.00% | |
| 11 | PLAYDAVE & BUSTERS ENTMT INC | 100,000 | $3.1B | 3.44% | |
| 12 | PAYOPAYONEER GLOBAL INC | 500,000 | $3.0B | 3.36% | |
| 13 | CVNACARVANA CO | 146,718 | $3.0B | 3.30% | |
| 14 | KRUSKURA SUSHI USA INC | 37,224 | $2.7B | 3.04% | |
| 15 | BXCBLUELINX HLDGS INC | 44,000 | $2.7B | 3.03% | |
| 16 | UPWKUPWORK INC | 200,000 | $2.7B | 3.02% | |
| 17 | STKSTHE ONE GROUP HOSPITALITY IN | 385,000 | $2.6B | 2.83% | |
| 18 | GEGGEO GROUP INC NEW | 325,000 | $2.5B | 2.78% | |
| 19 | AXONAXON ENTERPRISE INC | 20,000 | $2.3B | 2.57% | |
| 20 | SRTSSENSUS HEALTHCARE INC | 180,000 | $2.3B | 2.50% | |
| 21 | SBDSSOLO BRANDS INC | 550,000 | $2.1B | 2.32% | |
| 22 | MNDYMONDAY COM LTD | 18,000 | $2.0B | 2.26% | |
| 23 | WRBYWARBY PARKER INC | 145,000 | $1.9B | 2.15% | |
| 24 | CZRCAESARS ENTERTAINMENT INC NE | 50,000 | $1.6B | 1.79% | |
| 25 | FIVNFIVE9 INC | 20,000 | $1.5B | 1.66% | |
| 26 | LPSNUSDLIVEPERSON INC | 155,000 | $1.5B | 1.62% | |
| 27 | NDQINVESCO QQQ TR | 5,000 | $1.3B | 1.48% | |
| 28 | THTARGET HOSPITALITY CORP | 86,000 | $1.1B | 1.20% | |
| 29 | ZETAZETA GLOBAL HOLDINGS CORP | 160,000 | $1.1B | 1.17% | |
| 30 | EXTREXTREME NETWORKS INC | 80,000 | $1.0B | 1.16% | |
| 31 | BLDRBUILDERS FIRSTSOURCE INC | 15,000 | $884.0M | 0.98% | |
| 32 | —HIRERIGHT HOLDINGS CORPORATION | 55,552 | $848.0M | 0.94% | |
| 33 | BRCCBRC INC | 92,942 | $718.0M | 0.80% | |
| 34 | FRG1EURFRANCHISE GROUP INC | 26,000 | $632.0M | 0.70% | |
| 35 | STIMNEURONETICS INC | 194,844 | $620.0M | 0.69% | |
| 36 | SEATVIVID SEATS INC | 80,000 | $613.0M | 0.68% | |
| 37 | ONEWONEWATER MARINE INC | 18,000 | $542.0M | 0.60% | |
| 38 | CLFDCLEARFIELD INC | 5,000 | $523.0M | 0.58% | |
| 39 | ARLOARLO TECHNOLOGIES INC | 100,000 | $464.0M | 0.51% | |
| 40 | CAMPEURCALAMP CORP | 120,000 | $461.0M | 0.51% | |
| 41 | PRTY1EURPARTY CITY HOLDCO INC | 200,000 | $316.0M | 0.35% | |
| 42 | ASRTASSERTIO HOLDINGS INC | 100,000 | $227.0M | 0.25% |