Divisadero Street Capital Management, LP: 13F holdings
CIK 19018652026Q2
| Positions | 140 |
|---|
| Reported value | $4.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 140 (+22 vs prior quarter) |
|---|
| Reported value | $4.4bn (+84.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SEZL SEZZLE INC | 1,649,531 | $283.1m | 6.4% |
| CVNA CARVANA CO | 4,163,614 | $274.0m | 6.2% |
| SUPER GROUP SGHC LIMITED | 20,114,259 | $272.5m | 6.2% |
| DAVE DAVE INC | 699,366 | $260.6m | 5.9% |
| HIMS HIMS & HERS HEALTH INC | 6,009,505 | $208.3m | 4.7% |
| CLS CELESTICA INC | 461,397 | $168.3m | 3.8% |
| RSI RUSH STREET INTERACTIVE INC | 5,425,402 | $161.4m | 3.7% |
| SHARKNINJA INC | 819,163 | $124.7m | 2.8% |
| CECO CECO ENVIRONMENTAL CORP | 1,329,817 | $120.7m | 2.7% |
| COMP COMPASS INC | 9,505,505 | $117.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1901865")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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