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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2025-05-14 (Q1 2025) | Holdings: 94 | Value: $993.6M | 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 |
| EAT - BRINKER INTL INC | CALL | New Purchase | 9.06% | $90.0M | |||
| DAVE - DAVE INC | Add 75% ($35.2M) | 8.28% | $82.3M | ||||
| RSI - RUSH STREET INTERACTIVE INC | Add 28% ($14.5M) | 6.60% | $65.6M | +68.98% | +57.21% | ||
| SEZL - SEZZLE INC | New Purchase | 4.59% | $45.6M | +8.18% | +3.88% | ||
| EAT - BRINKER INTL INC | Reduce 17% $(9.5M) | 4.57% | $45.4M | +0.22% | +5.39% | ||
| GENI - GENIUS SPORTS LIMITED | Add 21% ($7.5M) | 4.33% | $43.0M | +27.02% | +27.32% | ||
| VITL - VITAL FARMS INC | Add 51% ($12.2M) | 3.63% | $36.1M | ||||
| CVNA - CARVANA CO | Reduce 17% $(6.8M) | 3.47% | $34.5M | +18.23% | +15.65% | ||
| HIMS - HIMS & HERS HEALTH INC | Reduce 14% $(5.3M) | 3.31% | $32.9M | -25.72% | -23.30% | ||
| PRTH - PRIORITY TECHNOLOGY HLDGS IN | Add 1121% ($29.4M) | 3.23% | $32.0M | ||||
| CELH - CELSIUS HLDGS INC | New Purchase | 2.83% | $28.2M | +59.54% | +48.60% | ||
| JILL - J JILL INC | Reduce 13% $(4.0M) | 2.72% | $27.1M | ||||
| GRPN - GROUPON INC | Add 28% ($5.5M) | 2.53% | $25.2M | +6.76% | +14.00% | ||
| RSI - RUSH STREET INTERACTIVE INC | CALL | New Purchase | 2.35% | $23.3M | |||
| RXST - RXSIGHT INC | Add 9% ($1.8M) | 2.25% | $22.4M | -29.86% | -36.28% | ||
| BLND - BLEND LABS INC | New Purchase | 2.12% | $21.0M | ||||
| TPB - TURNING PT BRANDS INC | New Purchase | 1.96% | $19.5M | +37.76% | +37.30% | ||
| RKT - ROCKET COS INC | New Purchase | 1.76% | $17.5M | ||||
| EVER - EVERQUOTE INC | Add 8% ($1.3M) | 1.75% | $17.4M | ||||
| FLYW - FLYWIRE CORPORATION | New Purchase | 1.65% | $16.4M | +15.39% | +11.34% | ||
| EYE - NATIONAL VISION HLDGS INC | New Purchase | 1.58% | $15.7M | ||||
| BVS - BIOVENTUS INC | New Purchase | 1.56% | $15.5M | +19.75% | +15.52% | ||
| SN - SHARKNINJA INC | Reduce 78% $(46.3M) | 1.34% | $13.3M | ||||
| HNST - HONEST CO INC | Reduce 17% $(2.8M) | 1.34% | $13.3M | -18.97% | -24.31% | ||
| ESTA - ESTABLISHMENT LABS HLDGS INC | Add 106% ($6.5M) | 1.28% | $12.7M | +18.83% | +4.36% | ||
| RELY - REMITLY GLOBAL INC | Reduce 39% $(7.0M) | 1.12% | $11.2M | ||||
| ZETA - ZETA GLOBAL HOLDINGS CORP | New Purchase | 1.03% | $10.2M | +36.33% | +33.40% | ||
| CLS - CELESTICA INC | New Purchase | 0.99% | $9.9M | +70.26% | +76.17% | ||
| FIVN - FIVE9 INC | Add 243% ($6.6M) | 0.94% | $9.3M | -1.78% | -7.23% | ||
| VITL - VITAL FARMS INC | CALL | New Purchase | 0.93% | $9.2M | |||
| COIN - COINBASE GLOBAL INC | New Purchase | 0.91% | $9.0M | ||||
| ANGO - ANGIODYNAMICS INC | Add 87% ($4.2M) | 0.91% | $9.0M | +1.83% | -5.50% | ||
| EOLS - EVOLUS INC | New Purchase | 0.87% | $8.7M | -22.97% | -32.50% | ||
| CDNA - CAREDX INC | Reduce 34% $(4.3M) | 0.83% | $8.3M | -18.94% | -26.00% | ||
| TMDX - TRANSMEDICS GROUP INC | Reduce 28% $(3.0M) | 0.77% | $7.7M | -1.63% | +4.70% | ||
| WLDN - WILLDAN GROUP INC | New Purchase | 0.70% | $7.0M | ||||
| WGS - GENEDX HOLDINGS CORP | Reduce 75% $(19.0M) | 0.65% | $6.5M | +111.86% | +108.07% | ||
| BXC - BLUELINX HLDGS INC | Add 27% ($1.3M) | 0.63% | $6.2M | +20.93% | +13.46% | ||
| MOD - MODINE MFG CO | New Purchase | 0.59% | $5.9M | ||||
| ASO - ACADEMY SPORTS & OUTDOORS IN | New Purchase | 0.46% | $4.6M | ||||
| PTON - PELOTON INTERACTIVE INC | Reduce 17% $(895.0K) | 0.43% | $4.3M | ||||
| BRBR - BELLRING BRANDS INC | 0.42% | $4.2M | |||||
| SIBN - SI-BONE INC | New Purchase | 0.41% | $4.0M | ||||
| SG - SWEETGREEN INC | New Purchase | 0.38% | $3.8M | ||||
| RVLV - REVOLVE GROUP INC | New Purchase | 0.35% | $3.5M | +13.39% | +6.65% | ||
| TNDM - TANDEM DIABETES CARE INC | Reduce 52% $(3.6M) | 0.34% | $3.3M | -47.79% | -52.65% | ||
| DKNG - DRAFTKINGS INC NEW | 0.33% | $3.2M | +24.16% | +18.26% | |||
| BYRN - BYRNA TECHNOLOGIES INC | New Purchase | 0.30% | $3.0M | -16.39% | -20.61% | ||
| CRMT - AMERICAS CAR-MART INC | Add 1% ($27.0K) | 0.27% | $2.7M | -8.87% | -14.04% | ||
| NSSC - NAPCO SEC TECHNOLOGIES INC | 0.26% | $2.6M | +15.63% | +11.21% | |||
| COCO - VITA COCO CO INC | Reduce 100% | 0.00% | $0.00 | ||||
| CLFD - CLEARFIELD INC | Reduce 100% | 0.00% | $0.00 | ||||
| DESP - DESPEGAR COM CORP | Reduce 100% | 0.00% | $0.00 | ||||
| VSCO - VICTORIAS SECRET AND CO | Reduce 100% | 0.00% | $0.00 | ||||
| RXST - RXSIGHT INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| CMPO - COMPOSECURE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CALX - CALIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| ANF - ABERCROMBIE & FITCH CO | Reduce 100% | 0.00% | $0.00 | ||||
| HNST - HONEST CO INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| VMD - VIEMED HEALTHCARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| HZO - MARINEMAX INC | Reduce 100% | 0.00% | $0.00 | ||||
| FNKO - FUNKO INC | Reduce 100% | 0.00% | $0.00 | ||||
| SRAD - SPORTRADAR GROUP AG | Reduce 100% | 0.00% | $0.00 | ||||
| DAVE - DAVE INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| ATRC - ATRICURE INC | Reduce 100% | 0.00% | $0.00 | ||||
| SYM - SYMBOTIC INC | Reduce 100% | 0.00% | $0.00 | ||||
| SN - SHARKNINJA INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| UTI - UNIVERSAL TECHNICAL INST INC | Reduce 100% | 0.00% | $0.00 | ||||
| AS - AMER SPORTS INC | Reduce 100% | 0.00% | $0.00 | ||||
| EZPW - EZCORP INC | Reduce 100% | 0.00% | $0.00 | ||||
| MCW - MISTER CAR WASH INC | Reduce 100% | 0.00% | $0.00 | ||||
| CARG - CARGURUS INC | Reduce 100% | 0.00% | $0.00 | ||||