Divisar Capital Management LLC 13F Holdings

CIK 0001645721 · SAN FRANCISCO, CA

As of Sep 30, 2025, Divisar Capital Management LLC reported 25 positions worth $367.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
LUMENTUM HOLDINGS INCLITETechnology203,915$33.2M9.03%
ADTRAN HOLDINGS INCADTNTechnology3,213,090$30.1M8.20%
ULTRA CLEAN HOLDINGS INCUCTTTechnology1,052,554$28.7M7.80%
POLARIS INCPIIConsumer Cyclical447,905$26.0M7.08%
KULICKE & SOFFA INDUSTRIES INCKLICTechnology630,833$25.6M6.97%
COMMERCECOM INCCMRCTechnology4,610,948$23.0M6.26%
ONTO INNOVATION INCONTOTechnology175,088$22.6M6.16%
BRUNSWICK CORPBCConsumer Cyclical317,992$20.1M5.47%
ORION SAOECBasic Materials2,450,414 8.6M5.05%
MASTERCRAFT BOAT HOLDINGS INCMCFTConsumer Cyclical860,495 8.5M5.02%
PDF SOLUTIONS INCPDFSTechnology684,082 7.7M4.81%
NLIGHT INCLASRTechnology575,443 7.1M4.64%
CALIX INCCALXTechnology244,088 5.0M4.08%
ZUMIEZ INCZUMZConsumer Cyclical695,737 3.6M3.71%
VIMEO INCVMEOTechnology1,239,652$9.6M2.61%
RXO INCRXOIndustrials535,942$8.2M2.24%
MKS INCMKSITechnology62,000$7.7M2.09%
ABERCROMBIE & FITCH COANFConsumer Cyclical81,424$7.0M1.90%
BOX INCBOXTechnology161,743$5.2M1.42%
COHU INCCOHUTechnology239,894$4.9M1.33%
TTM TECHNOLOGIES INCTTMITechnology66,004$3.8M1.03%
ENVIRI CORPNVRIIndustrials289,841$3.7M1.00%
STITCH FIX INCSFIXConsumer Cyclical781,581$3.4M0.92%
FABRINETFNTechnology8,370$3.1M0.83%
VIAVI SOLUTIONS INCVIAVTechnology100,000 .3M0.35%