Divisadero Street Capital Management, LP 13F Holdings

CIK 0001901865 · MIAMI, FL

As of Sep 30, 2025, Divisadero Street Capital Management, LP reported 165 positions worth $2.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SUPER GROUP (SGHC) LTDSGHCConsumer Cyclical18,608,710$245.6M10.72%
DAVE INCDAVETechnology925,266 84.5M8.05%
SEZZLE INCSEZLFinancial Services1,494,617 18.9M5.19%
TURNING POINT BRANDS INCTPBConsumer Defensive974,066$96.3M4.20%
RUSH STREET INTERACTIVE INCRSIConsumer Cyclical4,019,151$82.3M3.59%
INDIVIOR PLCINDVHealthcare3,362,605$81.1M3.54%
SHARKNINJA INCSNConsumer Cyclical774,408$79.9M3.49%
CARVANA COCVNAConsumer Cyclical208,320$78.6M3.43%
FLYWIRE CORPFLYWTechnology4,150,737$56.2M2.45%
STRIDE INCLRNConsumer Defensive375,000$55.9M2.44%
CELESTICA INCCLSTechnology196,211$48.3M2.11%
CELSIUS HOLDINGS INCCELHConsumer Defensive780,518$44.9M1.96%
PORCH GROUP INCPRCHTechnology2,606,883$43.7M1.91%
ANGIODYNAMICS INCANGOHealthcare3,678,125$41.1M1.79%
VITAL FARMS INCVITLConsumer Defensive993,338$40.9M1.78%
KURA SUSHI USA INCKRUSConsumer Cyclical582,156$34.6M1.51%
BRINKER INTERNATIONAL INCEATConsumer Cyclical268,936$34.1M1.49%
ARGAN INCAGXIndustrials125,534$33.9M1.48%
SAVERS VALUE VLG INCSVVConsumer Cyclical2,464,291$32.7M1.42%
OMADA HEALTH INCOMDAHealthcare1,379,941$30.5M1.33%
CALIX INCCALXTechnology453,873$27.9M1.22%
THEREALREAL INCREALConsumer Cyclical2,599,801$27.6M1.21%
LUMENTUM HOLDINGS INCLITETechnology163,303$26.6M1.16%
HIMS & HERS HEALTH INCHIMSConsumer Defensive465,093$26.4M1.15%
WILLDAN GROUP INCWLDNIndustrials253,121$24.5M1.07%