Divisadero Street Capital Management
$4.3B 13F equity value
167 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Divisadero Street Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SEZL | SEZZLE INC | 1,649,531 | $283M | 6.6% |
| CVNA | CARVANA CO | 4,163,614 | $274M | 6.4% |
| SGHC | SUPER GROUP SGHC LIMITED | 20,114,259 | $273M | 6.4% |
| DAVE | DAVE INC | 699,366 | $261M | 6.1% |
| HIMS | HIMS & HERS HEALTH INC | 6,009,505 | $208M | 4.9% |
| CLS | CELESTICA INC | 461,397 | $168M | 3.9% |
| RSI | RUSH STREET INTERACTIVE INC | 5,425,402 | $161M | 3.8% |
| SN | SHARKNINJA INC | 819,163 | $125M | 2.9% |
| CECO | CECO ENVIRONMENTAL CORP | 1,329,817 | $121M | 2.8% |
| COMP | COMPASS INC | 9,505,505 | $117M | 2.7% |
Track Divisadero Street Capital Management's 13F portfolio: $4.3B in reported holdings, 167 positions. Top holdings and quarterly changes on SentiSense.
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