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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2025-02-14 (Q4 2024) | Holdings: 85 | Value: $856.0M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SN - SHARKNINJA INC | Add 50% ($23.2M) | 8.13% | $69.6M | +8.22% | -8.89% | ||
| RSI - RUSH STREET INTERACTIVE INC | Reduce 7% $(4.9M) | 7.64% | $65.4M | +17.33% | -26.96% | ||
| DAVE - DAVE INC | Add 56% ($17.7M) | 5.78% | $49.5M | +55.55% | +51.91% | ||
| EAT - BRINKER INTL INC | Add 23% ($9.0M) | 5.69% | $48.7M | -4.07% | -6.56% | ||
| JILL - J JILL INC | Add 6% ($2.5M) | 5.14% | $44.0M | -37.22% | -30.22% | ||
| CVNA - CARVANA CO | Reduce 48% $(37.3M) | 4.69% | $40.2M | +17.98% | +3.62% | ||
| SN - SHARKNINJA INC | CALL | New Purchase | 4.03% | $34.5M | |||
| HIMS - HIMS & HERS HEALTH INC | Reduce 44% $(24.8M) | 3.64% | $31.2M | -28.53% | -3.49% | ||
| GENI - GENIUS SPORTS LIMITED | New Purchase | 3.59% | $30.7M | +27.68% | +1.01% | ||
| VITL - VITAL FARMS INC | Reduce 47% $(26.4M) | 3.45% | $29.5M | +43.12% | -1.55% | ||
| RXST - RXSIGHT INC | Add 5% ($1.3M) | 3.26% | $27.9M | -71.79% | -55.56% | ||
| HNST - HONEST CO INC | New Purchase | 2.77% | $23.7M | -41.72% | -17.20% | ||
| WGS - GENEDX HOLDINGS CORP | Add 30% ($5.1M) | 2.59% | $22.2M | +26.66% | -33.02% | ||
| RELY - REMITLY GLOBAL INC | Add 293% ($14.7M) | 2.31% | $19.7M | -30.77% | -16.14% | ||
| ANF - ABERCROMBIE & FITCH CO | Reduce 74% $(48.9M) | 2.01% | $17.2M | -18.56% | -29.44% | ||
| CMPO - COMPOSECURE INC | New Purchase | 1.88% | $16.1M | +35.77% | -9.99% | ||
| CDNA - CAREDX INC | New Purchase | 1.78% | $15.2M | -51.12% | -35.34% | ||
| EZPW - EZCORP INC | New Purchase | 1.78% | $15.2M | +11.08% | -2.77% | ||
| DESP - DESPEGAR COM CORP | Add 76% ($6.2M) | 1.69% | $14.5M | ||||
| FNKO - FUNKO INC | New Purchase | 1.61% | $13.8M | -79.82% | -68.63% | ||
| DAVE - DAVE INC | CALL | New Purchase | 1.52% | $13.0M | |||
| TNDM - TANDEM DIABETES CARE INC | Reduce 66% $(24.9M) | 1.52% | $13.0M | -67.86% | -31.69% | ||
| GRPN - GROUPON INC | Reduce 60% $(18.8M) | 1.48% | $12.7M | +112.36% | +101.24% | ||
| EVER - EVERQUOTE INC | New Purchase | 1.44% | $12.3M | +5.18% | +12.16% | ||
| MCW - MISTER CAR WASH INC | New Purchase | 1.21% | $10.4M | -26.75% | -2.04% | ||
| TMDX - TRANSMEDICS GROUP INC | Add 313% ($7.5M) | 1.15% | $9.9M | +65.85% | +65.75% | ||
| HZO - MARINEMAX INC | New Purchase | 0.99% | $8.5M | -6.76% | -17.69% | ||
| PTON - PELOTON INTERACTIVE INC | Reduce 28% $(2.8M) | 0.84% | $7.2M | -19.90% | -34.40% | ||
| ESTA - ESTABLISHMENT LABS HLDGS INC | Reduce 56% $(8.8M) | 0.81% | $6.9M | +5.65% | -1.03% | ||
| BXC - BLUELINX HLDGS INC | Add 9% ($566.5K) | 0.78% | $6.7M | -23.57% | -31.36% | ||
| UTI - UNIVERSAL TECHNICAL INST INC | New Purchase | 0.78% | $6.7M | -8.17% | +18.81% | ||
| ATRC - ATRICURE INC | Reduce 84% $(33.1M) | 0.76% | $6.5M | -11.03% | -20.33% | ||
| AS - AMER SPORTS INC | Reduce 49% $(6.0M) | 0.72% | $6.2M | +19.90% | -0.48% | ||
| CLFD - CLEARFIELD INC | Reduce 15% $(992.0K) | 0.64% | $5.5M | -4.45% | +19.61% | ||
| CALX - CALIX INC | New Purchase | 0.63% | $5.4M | +42.15% | +13.61% | ||
| SRAD - SPORTRADAR GROUP AG | Reduce 85% $(30.0M) | 0.61% | $5.2M | +33.16% | +3.56% | ||
| VMD - VIEMED HEALTHCARE INC | Add 85% ($2.4M) | 0.61% | $5.2M | -11.48% | -13.03% | ||
| RXST - RXSIGHT INC | CALL | New Purchase | 0.60% | $5.2M | |||
| CARG - CARGURUS INC | New Purchase | 0.58% | $4.9M | -20.25% | -17.34% | ||
| ANGO - ANGIODYNAMICS INC | New Purchase | 0.55% | $4.7M | -10.84% | -10.45% | ||
| PRTH - PRIORITY TECHNOLOGY HLDGS IN | New Purchase | 0.53% | $4.5M | -31.56% | -34.79% | ||
| SYM - SYMBOTIC INC | New Purchase | 0.52% | $4.4M | +63.90% | -0.77% | ||
| BRBR - BELLRING BRANDS INC | 0.49% | $4.2M | -46.78% | -15.94% | |||
| FIVN - FIVE9 INC | New Purchase | 0.47% | $4.1M | -36.17% | -31.41% | ||
| NSSC - NAPCO SEC TECHNOLOGIES INC | 0.46% | $4.0M | +18.04% | +7.50% | |||
| DKNG - DRAFTKINGS INC NEW | Reduce 51% $(3.8M) | 0.42% | $3.6M | -13.92% | -30.97% | ||
| VSCO - VICTORIAS SECRET AND CO | New Purchase | 0.42% | $3.6M | -32.86% | -29.23% | ||
| HNST - HONEST CO INC | CALL | New Purchase | 0.40% | $3.5M | |||
| COCO - VITA COCO CO INC | Reduce 46% $(2.9M) | 0.39% | $3.3M | -9.95% | -13.24% | ||
| CRMT - AMERICAS CAR-MART INC | New Purchase | 0.35% | $3.0M | -13.40% | +0.70% | ||
| MAX - MEDIAALPHA INC | Reduce 100% | 0.00% | $0.00 | ||||
| CELH - CELSIUS HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TNDM - TANDEM DIABETES CARE INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| SKIN - THE BEAUTY HEALTH COMPANY | Reduce 100% | 0.00% | $0.00 | ||||
| PZZA - PAPA JOHNS INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| LFMD - LIFEMD INC | Reduce 100% | 0.00% | $0.00 | ||||
| XPOF - XPONENTIAL FITNESS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SONO - SONOS INC | Reduce 100% | 0.00% | $0.00 | ||||
| LOCO - EL POLLO LOCO HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| EXTR - EXTREME NETWORKS | Reduce 100% | 0.00% | $0.00 | ||||
| SBH - SALLY BEAUTY HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BBW - BUILD-A-BEAR WORKSHOP INC | Reduce 100% | 0.00% | $0.00 | ||||
| RSI - RUSH STREET INTERACTIVE INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| CHGG - CHEGG INC | Reduce 100% | 0.00% | $0.00 | ||||
| LTH - LIFE TIME GROUP HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| FRPT - FRESHPET INC | Reduce 100% | 0.00% | $0.00 | ||||
| HROW - HARROW INC | Reduce 100% | 0.00% | $0.00 | ||||
| SGHT - SIGHT SCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||
| WLDN - WILLDAN GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| INGN - INOGEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| VITL - VITAL FARMS INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| RAMP - LIVERAMP HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||