Divisadero Street Capital Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.3B
Holdings
165
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (165 positions)
| Stock | Value |
|---|---|
SGHCSUPER GROUP SGHC LIMITED | $245.6M |
DAVEDAVE INC | $184.5M |
SEZLSEZZLE INC | $118.9M |
TPBTURNING PT BRANDS INC | $96.3M |
RSIRUSH STREET INTERACTIVE INC | $82.3M |
—INDIVIOR PLC | $81.1M |
SNSHARKNINJA INC | $79.9M |
CVNACARVANA CO | $78.6M |
FLYWFLYWIRE CORPORATION | $56.2M |
LRNSTRIDE INC | $55.9M |
CLSCELESTICA INC | $48.3M |
CELHCELSIUS HLDGS INC | $44.9M |
PRCHPORCH GROUP INC | $43.7M |
ANGOANGIODYNAMICS INC | $41.1M |
VITLVITAL FARMS INC | $40.9M |
KRUSKURA SUSHI USA INC | $34.6M |
EATBRINKER INTL INC | $34.1M |
AGXARGAN INC | $33.9M |
SVVSAVERS VALUE VLG INC | $32.7M |
OMDAOMADA HEALTH INC | $30.5M |
CALXCALIX INC | $27.9M |
REALTHE REALREAL INC | $27.6M |
LITELUMENTUM HLDGS INC | $26.6M |
HIMSHIMS & HERS HEALTH INC | $26.4M |
J2AWILLDAN GROUP INC | $24.5M |
FIVEFIVE BELOW INC | $24.0M |
BSFAANI PHARMACEUTICALS INC | $21.5M |
FSLYFASTLY INC | $21.2M |
IMAIMAX CORP | $21.0M |
FNFABRINET | $20.5M |
LWAYLIFEWAY FOODS INC | $17.5M |
MMSMAXIMUS INC | $16.8M |
ZVIAZEVIA PBC | $16.8M |
HZOMARINEMAX INC | $16.6M |
FOXFFOX FACTORY HLDG CORP | $16.2M |
51AAMERICAN PUB ED INC | $15.1M |
BLNDBLEND LABS INC | $15.0M |
JILLJ JILL INC | $14.9M |
ASAMER SPORTS INC | $14.4M |
XPELXPEL INC | $13.8M |
TTMITTM TECHNOLOGIES INC | $13.6M |
PLPLANET LABS PBC | $13.6M |
PGYPAGAYA TECHNOLOGIES LTD | $12.4M |
ARLOARLO TECHNOLOGIES INC | $11.7M |
EYENATIONAL VISION HLDGS INC | $11.7M |
MODMODINE MFG CO | $11.1M |
EVLVEVOLV TECHNOLOGIES HLDNGS IN | $10.8M |
GRPNGROUPON INC | $10.4M |
PRTHPRIORITY TECHNOLOGY HLDGS IN | $10.2M |
AFRMAFFIRM HLDGS INC | $10.0M |
TDUPTHREDUP INC | $9.4M |
ANFABERCROMBIE & FITCH CO | $8.9M |
1RGREV GROUP INC | $8.5M |
CLOVCLOVER HEALTH INVESTMENTS CO | $8.5M |
LOCOEL POLLO LOCO HLDGS INC | $8.1M |
WGSGENEDX HOLDINGS CORP | $7.9M |
CECOCECO ENVIRONMENTAL CORP | $7.7M |
JOUTJOHNSON OUTDOORS INC | $7.7M |
SIGSIGNET JEWELERS LIMITED | $7.7M |
FIVNFIVE9 INC | $7.7M |
BXCBLUELINX HLDGS INC | $7.5M |
BKSYBLACKSKY TECHNOLOGY INC | $7.4M |
STRLSTERLING INFRASTRUCTURE INC | $6.8M |
GENIGENIUS SPORTS LIMITED | $6.8M |
ETONETON PHARMACEUTICALS INC | $6.5M |
PTONPELOTON INTERACTIVE INC | $6.2M |
ESTAESTABLISHMENT LABS HLDGS INC | $6.1M |
COMPCOMPASS INC | $6.0M |
HROWHARROW INC | $5.7M |
SHAKSHAKE SHACK INC | $5.3M |
DCTHDELCATH SYS INC | $5.1M |
RVLVREVOLVE GROUP INC | $5.1M |
ASOACADEMY SPORTS & OUTDOORS IN | $5.0M |
NSSCNAPCO SEC TECHNOLOGIES INC | $4.8M |
CZRCAESARS ENTERTAINMENT INC NE | $4.7M |
BVSBIOVENTUS INC | $4.7M |
4I1PHILIP MORRIS INTL INC | $4.6M |
TMDXTRANSMEDICS GROUP INC | $4.3M |
EVEREVERQUOTE INC | $4.3M |
DNUTKRISPY KREME INC | $4.2M |
CARGCARGURUS INC | $4.2M |
CRMTAMERICAS CAR-MART INC | $3.9M |
BYRNBYRNA TECHNOLOGIES INC | $3.9M |
SCVLSHOE CARNIVAL INC | $3.8M |
DKNGDRAFTKINGS INC NEW | $3.6M |
SIBNSI-BONE INC | $3.6M |
LQDALIQUIDIA CORPORATION | $3.6M |
COINCOINBASE GLOBAL INC | $3.4M |
CRMDCORMEDIX INC | $3.4M |
XERSXERIS BIOPHARMA HOLDINGS INC | $3.3M |
CLFDCLEARFIELD INC | $3.3M |
FRPTFRESHPET INC | $3.1M |
COHUCOHU INC | $3.0M |
NPCENEUROPACE INC | $3.0M |
HNGEHINGE HEALTH INC | $3.0M |
UPWKUPWORK INC | $2.9M |
XPOFXPONENTIAL FITNESS INC | $2.9M |
EZPWEZCORP INC | $2.6M |
GAMBGAMBLING COM GROUP LIMITED | $2.5M |
EOLSEVOLUS INC | $2.4M |
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