Divisadero Street Capital Management, LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$133.7T
Holdings
42
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INMDINMODE LTD | 346,200 | $12.4T | 9.24% | |
| 2 | BBWBUILD-A-BEAR WORKSHOP INC | 462,900 | $11.0T | 8.25% | |
| 3 | CELHCELSIUS HLDGS INC | 80,000 | $8.3T | 6.22% | |
| 4 | SPTSPROUT SOCIAL INC | 135,000 | $7.6T | 5.70% | |
| 5 | XPOFXPONENTIAL FITNESS INC | 270,000 | $6.2T | 4.63% | |
| 6 | ARHSARHAUS INC | 612,890 | $6.0T | 4.47% | |
| 7 | ATECALPHATEC HLDGS INC | 450,000 | $5.6T | 4.16% | |
| 8 | DXLGDESTINATION XL GROUP INC | 733,900 | $5.0T | 3.70% | |
| 9 | EVEREVERQUOTE INC | 329,000 | $4.8T | 3.63% | |
| 10 | BXCBLUELINX HLDGS INC | 67,600 | $4.8T | 3.60% | |
| 11 | CHGGCHEGG INC | 180,000 | $4.5T | 3.40% | |
| 12 | STIMNEURONETICS INC | 634,138 | $4.4T | 3.26% | |
| 13 | JILLJ JILL INC | 167,881 | $4.2T | 3.11% | |
| 14 | PAYOPAYONEER GLOBAL INC | 700,000 | $3.8T | 2.86% | |
| 15 | KRUSKURA SUSHI USA INC | 70,012 | $3.3T | 2.50% | |
| 16 | AXONAXON ENTERPRISE INC | 19,500 | $3.2T | 2.42% | |
| 17 | RVLVREVOLVE GROUP INC | 121,000 | $2.7T | 2.01% | |
| 18 | GDRXGOODRX HLDGS INC | 550,000 | $2.6T | 1.92% | |
| 19 | SONOSONOS INC | 150,000 | $2.5T | 1.90% | |
| 20 | TMDXTRANSMEDICS GROUP INC | 38,000 | $2.3T | 1.75% | |
| 21 | MGPIMGP INGREDIENTS INC NEW | 22,000 | $2.3T | 1.75% | |
| 22 | GOLDA-MARK PRECIOUS METALS INC | 67,000 | $2.3T | 1.74% | |
| 23 | CUTREURCUTERA INC | 52,144 | $2.3T | 1.72% | |
| 24 | DKNGDRAFTKINGS INC NEW | 180,000 | $2.1T | 1.53% | |
| 25 | FIVNFIVE9 INC | 30,000 | $2.0T | 1.52% | |
| 26 | ZZFCARPARTS COM INC | 310,000 | $1.9T | 1.45% | |
| 27 | FSSFEDERAL SIGNAL CORP | 40,000 | $1.9T | 1.39% | |
| 28 | LPSNUSDLIVEPERSON INC | 170,000 | $1.7T | 1.29% | |
| 29 | SBDSSOLO BRANDS INC | 457,000 | $1.7T | 1.27% | |
| 30 | EVBGEUREVERBRIDGE INC | 50,000 | $1.5T | 1.11% | |
| 31 | PLAYDAVE & BUSTERS ENTMT INC | 40,000 | $1.4T | 1.06% | |
| 32 | CALXCALIX INC | 15,000 | $1.0T | 0.77% | |
| 33 | BLDRBUILDERS FIRSTSOURCE INC | 15,000 | $973.2B | 0.73% | |
| 34 | EXTREXTREME NETWORKS | 50,000 | $915.5B | 0.68% | |
| 35 | BARKBARK INC | 500,000 | $745.0B | 0.56% | |
| 36 | DDSDILLARDS INC | 2,120 | $685.2B | 0.51% | |
| 37 | SU6SURMODICS INC | 19,837 | $676.8B | 0.51% | |
| 38 | FLWS1 800 FLOWERS COM INC | 60,000 | $573.6B | 0.43% | |
| 39 | STKSTHE ONE GROUP HOSPITALITY IN | 89,483 | $563.7B | 0.42% | |
| 40 | —LAZYDAYS HLDGS INC | 40,625 | $485.1B | 0.36% | |
| 41 | —BLUE APRON HLDGS INC | 374,695 | $311.0B | 0.23% | |
| 42 | INDIINDIE SEMICONDUCTOR INC | 50,000 | $291.5B | 0.22% |