Divisadero Street Capital Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.3T
Holdings
165
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (165 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGHCSUPER GROUP SGHC LIMITED | 18,608,710 | $245.6B | 10.72% | Call |
| 2 | DAVEDAVE INC | 925,266 | $184.5B | 8.05% | |
| 3 | SEZLSEZZLE INC | 1,494,617 | $118.9B | 5.19% | |
| 4 | TPBTURNING PT BRANDS INC | 974,066 | $96.3B | 4.20% | |
| 5 | RSIRUSH STREET INTERACTIVE INC | 4,019,151 | $82.3B | 3.59% | Call |
| 6 | —INDIVIOR PLC | 3,362,605 | $81.1B | 3.54% | |
| 7 | SNSHARKNINJA INC | 774,408 | $79.9B | 3.49% | |
| 8 | CVNACARVANA CO | 208,320 | $78.6B | 3.43% | |
| 9 | FLYWFLYWIRE CORPORATION | 4,150,737 | $56.2B | 2.45% | |
| 10 | LRNSTRIDE INC | 375,000 | $55.9B | 2.44% | |
| 11 | CLSCELESTICA INC | 196,211 | $48.3B | 2.11% | |
| 12 | CELHCELSIUS HLDGS INC | 780,518 | $44.9B | 1.96% | |
| 13 | PRCHPORCH GROUP INC | 2,606,883 | $43.7B | 1.91% | |
| 14 | ANGOANGIODYNAMICS INC | 3,678,125 | $41.1B | 1.79% | |
| 15 | VITLVITAL FARMS INC | 993,338 | $40.9B | 1.78% | |
| 16 | KRUSKURA SUSHI USA INC | 582,156 | $34.6B | 1.51% | |
| 17 | EATBRINKER INTL INC | 268,936 | $34.1B | 1.49% | Call |
| 18 | AGXARGAN INC | 125,534 | $33.9B | 1.48% | |
| 19 | SVVSAVERS VALUE VLG INC | 2,464,291 | $32.7B | 1.42% | |
| 20 | OMDAOMADA HEALTH INC | 1,379,941 | $30.5B | 1.33% | |
| 21 | CALXCALIX INC | 453,873 | $27.9B | 1.22% | |
| 22 | REALTHE REALREAL INC | 2,599,801 | $27.6B | 1.21% | |
| 23 | LITELUMENTUM HLDGS INC | 163,303 | $26.6B | 1.16% | |
| 24 | HIMSHIMS & HERS HEALTH INC | 465,093 | $26.4B | 1.15% | |
| 25 | J2AWILLDAN GROUP INC | 253,121 | $24.5B | 1.07% | |
| 26 | FIVEFIVE BELOW INC | 155,000 | $24.0B | 1.05% | |
| 27 | BSFAANI PHARMACEUTICALS INC | 234,219 | $21.5B | 0.94% | |
| 28 | FSLYFASTLY INC | 2,476,487 | $21.2B | 0.92% | |
| 29 | IMAIMAX CORP | 640,461 | $21.0B | 0.92% | |
| 30 | FNFABRINET | 56,344 | $20.5B | 0.90% | |
| 31 | LWAYLIFEWAY FOODS INC | 630,183 | $17.5B | 0.76% | |
| 32 | MMSMAXIMUS INC | 183,872 | $16.8B | 0.73% | |
| 33 | ZVIAZEVIA PBC | 6,159,362 | $16.8B | 0.73% | |
| 34 | HZOMARINEMAX INC | 656,154 | $16.6B | 0.73% | |
| 35 | FOXFFOX FACTORY HLDG CORP | 665,680 | $16.2B | 0.71% | |
| 36 | 51AAMERICAN PUB ED INC | 382,772 | $15.1B | 0.66% | |
| 37 | BLNDBLEND LABS INC | 4,113,247 | $15.0B | 0.66% | |
| 38 | JILLJ JILL INC | 867,244 | $14.9B | 0.65% | |
| 39 | ASAMER SPORTS INC | 413,533 | $14.4B | 0.63% | |
| 40 | XPELXPEL INC | 416,890 | $13.8B | 0.60% | |
| 41 | TTMITTM TECHNOLOGIES INC | 235,771 | $13.6B | 0.59% | |
| 42 | PLPLANET LABS PBC | 1,045,000 | $13.6B | 0.59% | |
| 43 | PGYPAGAYA TECHNOLOGIES LTD | 416,919 | $12.4B | 0.54% | |
| 44 | ARLOARLO TECHNOLOGIES INC | 691,557 | $11.7B | 0.51% | |
| 45 | EYENATIONAL VISION HLDGS INC | 400,550 | $11.7B | 0.51% | |
| 46 | MODMODINE MFG CO | 78,300 | $11.1B | 0.49% | |
| 47 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 1,427,935 | $10.8B | 0.47% | |
| 48 | GRPNGROUPON INC | 444,965 | $10.4B | 0.45% | |
| 49 | PRTHPRIORITY TECHNOLOGY HLDGS IN | 1,491,210 | $10.2B | 0.45% | |
| 50 | AFRMAFFIRM HLDGS INC | 136,246 | $10.0B | 0.43% | |
| 51 | TDUPTHREDUP INC | 994,249 | $9.4B | 0.41% | |
| 52 | ANFABERCROMBIE & FITCH CO | 104,322 | $8.9B | 0.39% | |
| 53 | 1RGREV GROUP INC | 150,337 | $8.5B | 0.37% | |
| 54 | CLOVCLOVER HEALTH INVESTMENTS CO | 2,768,088 | $8.5B | 0.37% | |
| 55 | LOCOEL POLLO LOCO HLDGS INC | 837,650 | $8.1B | 0.35% | |
| 56 | WGSGENEDX HOLDINGS CORP | 73,146 | $7.9B | 0.34% | |
| 57 | CECOCECO ENVIRONMENTAL CORP | 150,000 | $7.7B | 0.34% | |
| 58 | JOUTJOHNSON OUTDOORS INC | 190,057 | $7.7B | 0.33% | |
| 59 | SIGSIGNET JEWELERS LIMITED | 80,000 | $7.7B | 0.33% | |
| 60 | FIVNFIVE9 INC | 316,216 | $7.7B | 0.33% | |
| 61 | BXCBLUELINX HLDGS INC | 103,141 | $7.5B | 0.33% | |
| 62 | BKSYBLACKSKY TECHNOLOGY INC | 365,910 | $7.4B | 0.32% | |
| 63 | STRLSTERLING INFRASTRUCTURE INC | 20,000 | $6.8B | 0.30% | |
| 64 | GENIGENIUS SPORTS LIMITED | 545,892 | $6.8B | 0.29% | |
| 65 | ETONETON PHARMACEUTICALS INC | 298,000 | $6.5B | 0.28% | |
| 66 | PTONPELOTON INTERACTIVE INC | 683,390 | $6.2B | 0.27% | |
| 67 | ESTAESTABLISHMENT LABS HLDGS INC | 147,858 | $6.1B | 0.26% | |
| 68 | COMPCOMPASS INC | 750,000 | $6.0B | 0.26% | |
| 69 | HROWHARROW INC | 118,670 | $5.7B | 0.25% | |
| 70 | SHAKSHAKE SHACK INC | 56,985 | $5.3B | 0.23% | |
| 71 | DCTHDELCATH SYS INC | 476,160 | $5.1B | 0.22% | |
| 72 | RVLVREVOLVE GROUP INC | 239,901 | $5.1B | 0.22% | |
| 73 | ASOACADEMY SPORTS & OUTDOORS IN | 100,000 | $5.0B | 0.22% | |
| 74 | NSSCNAPCO SEC TECHNOLOGIES INC | 111,566 | $4.8B | 0.21% | |
| 75 | CZRCAESARS ENTERTAINMENT INC NE | 175,000 | $4.7B | 0.21% | |
| 76 | BVSBIOVENTUS INC | 695,517 | $4.7B | 0.20% | |
| 77 | 4I1PHILIP MORRIS INTL INC | 28,244 | $4.6B | 0.20% | |
| 78 | TMDXTRANSMEDICS GROUP INC | 38,390 | $4.3B | 0.19% | |
| 79 | EVEREVERQUOTE INC | 187,589 | $4.3B | 0.19% | |
| 80 | DNUTKRISPY KREME INC | 1,089,341 | $4.2B | 0.18% | |
| 81 | CARGCARGURUS INC | 112,113 | $4.2B | 0.18% | |
| 82 | CRMTAMERICAS CAR-MART INC | 134,471 | $3.9B | 0.17% | |
| 83 | BYRNBYRNA TECHNOLOGIES INC | 176,377 | $3.9B | 0.17% | |
| 84 | SCVLSHOE CARNIVAL INC | 183,418 | $3.8B | 0.17% | |
| 85 | DKNGDRAFTKINGS INC NEW | 97,483 | $3.6B | 0.16% | |
| 86 | SIBNSI-BONE INC | 247,463 | $3.6B | 0.16% | |
| 87 | LQDALIQUIDIA CORPORATION | 158,004 | $3.6B | 0.16% | |
| 88 | COINCOINBASE GLOBAL INC | 10,000 | $3.4B | 0.15% | |
| 89 | CRMDCORMEDIX INC | 288,050 | $3.4B | 0.15% | |
| 90 | XERSXERIS BIOPHARMA HOLDINGS INC | 406,334 | $3.3B | 0.14% | |
| 91 | CLFDCLEARFIELD INC | 94,588 | $3.3B | 0.14% | |
| 92 | FRPTFRESHPET INC | 55,587 | $3.1B | 0.13% | |
| 93 | COHUCOHU INC | 149,317 | $3.0B | 0.13% | |
| 94 | NPCENEUROPACE INC | 292,792 | $3.0B | 0.13% | |
| 95 | HNGEHINGE HEALTH INC | 60,654 | $3.0B | 0.13% | |
| 96 | UPWKUPWORK INC | 158,125 | $2.9B | 0.13% | |
| 97 | XPOFXPONENTIAL FITNESS INC | 368,801 | $2.9B | 0.13% | |
| 98 | EZPWEZCORP INC | 138,505 | $2.6B | 0.12% | |
| 99 | GAMBGAMBLING COM GROUP LIMITED | 305,694 | $2.5B | 0.11% | |
| 100 | EOLSEVOLUS INC | 388,231 | $2.4B | 0.10% |
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