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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2025-08-13 (Q2 2025) | Holdings: 136 | Value: $1.6B | 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 |
| SEZL - SEZZLE INC | Reduce 31% $(71.8M) | 10.38% | $162.7M | +6.72% | |||
| DAVE - DAVE INC | Reduce 46% $(123.6M) | 9.15% | $143.5M | ||||
| RSI - RUSH STREET INTERACTIVE INC | Add 7% ($6.2M) | 6.21% | $97.3M | +10.43% | |||
| RELY - REMITLY GLOBAL INC | Add 849% ($85.6M) | 6.10% | $95.7M | ||||
| TPB - TURNING PT BRANDS INC | Add 188% ($46.6M) | 4.56% | $71.5M | -0.88% | |||
| CELH - CELSIUS HLDGS INC | Add 89% ($32.8M) | 4.43% | $69.5M | +10.85% | |||
| CVNA - CARVANA CO | Add 17% ($9.6M) | 4.16% | $65.1M | +3.28% | |||
| FLYW - FLYWIRE CORPORATION | Add 178% ($35.8M) | 3.57% | $56.0M | +5.17% | |||
| SIG - SIGNET JEWELERS LIMITED | New Purchase | 3.21% | $50.3M | ||||
| SN - SHARKNINJA INC | Add 203% ($32.2M) | 3.06% | $48.0M | ||||
| RELY - REMITLY GLOBAL INC | CALL | New Purchase | 2.18% | $34.2M | |||
| ANGO - ANGIODYNAMICS INC | Add 254% ($24.2M) | 2.15% | $33.7M | +5.00% | |||
| PRCH - PORCH GROUP INC | New Purchase | 1.84% | $28.8M | ||||
| GRPN - GROUPON INC | Reduce 39% $(17.6M) | 1.74% | $27.2M | -11.09% | |||
| HIMS - HIMS & HERS HEALTH INC | Reduce 58% $(32.2M) | 1.48% | $23.2M | -5.95% | |||
| PRTH - PRIORITY TECHNOLOGY HLDGS IN | Reduce 42% $(15.2M) | 1.36% | $21.4M | ||||
| FOXF - FOX FACTORY HLDG CORP | New Purchase | 1.35% | $21.2M | +3.09% | |||
| ARLO - ARLO TECHNOLOGIES INC | New Purchase | 1.25% | $19.5M | +3.79% | |||
| RSI - RUSH STREET INTERACTIVE INC | CALL | Reduce 41% $(13.4M) | 1.21% | $19.0M | |||
| BLND - BLEND LABS INC | Reduce 12% $(2.5M) | 1.16% | $18.2M | ||||
| WLDN - WILLDAN GROUP INC | Add 62% ($6.7M) | 1.11% | $17.4M | ||||
| SVV - SAVERS VALUE VLG INC | New Purchase | 1.02% | $16.0M | +0.00% | |||
| VITL - VITAL FARMS INC | Reduce 65% $(29.7M) | 1.02% | $15.9M | ||||
| JILL - J JILL INC | Reduce 26% $(5.2M) | 0.96% | $15.1M | ||||
| EAT - BRINKER INTL INC | CALL | Reduce 86% $(93.9M) | 0.96% | $15.0M | |||
| CARG - CARGURUS INC | New Purchase | 0.93% | $14.6M | +8.44% | |||
| BBNX - BETA BIONICS INC | New Purchase | 0.88% | $13.8M | +12.69% | |||
| LOCO - EL POLLO LOCO HLDGS INC | New Purchase | 0.86% | $13.6M | +1.33% | |||
| CLS - CELESTICA INC | Reduce 34% $(6.7M) | 0.82% | $12.9M | -5.35% | |||
| EYE - NATIONAL VISION HLDGS INC | Reduce 55% $(15.4M) | 0.81% | $12.7M | ||||
| AS - AMER SPORTS INC | New Purchase | 0.74% | $11.6M | ||||
| EVER - EVERQUOTE INC | Reduce 32% $(5.1M) | 0.70% | $11.0M | ||||
| FN - FABRINET | New Purchase | 0.67% | $10.5M | -8.70% | |||
| GKOS - GLAUKOS CORP | New Purchase | 0.67% | $10.5M | +3.21% | |||
| ZVIA - ZEVIA PBC | New Purchase | 0.66% | $10.4M | +2.67% | |||
| ANF - ABERCROMBIE & FITCH CO | New Purchase | 0.55% | $8.6M | -0.43% | |||
| FIVN - FIVE9 INC | Reduce 8% $(767.2K) | 0.53% | $8.3M | +6.04% | |||
| MOD - MODINE MFG CO | Add 2% ($128.0K) | 0.49% | $7.7M | ||||
| CRMT - AMERICAS CAR-MART INC | Add 127% ($4.2M) | 0.48% | $7.5M | +4.89% | |||
| NUTX - NUTEX HEALTH INC | New Purchase | 0.48% | $7.5M | -10.83% | |||
| EAT - BRINKER INTL INC | Reduce 87% $(47.6M) | 0.47% | $7.4M | -3.66% | |||
| BVS - BIOVENTUS INC | Reduce 36% $(4.0M) | 0.46% | $7.2M | +2.69% | |||
| CZR - CAESARS ENTERTAINMENT INC NE | New Purchase | 0.45% | $7.1M | ||||
| ETON - ETON PHARMACEUTICALS INC | New Purchase | 0.45% | $7.1M | ||||
| WGS - GENEDX HOLDINGS CORP | 0.43% | $6.8M | +7.02% | ||||
| MMS - MAXIMUS INC | New Purchase | 0.43% | $6.7M | ||||
| SIBN - SI-BONE INC | Add 18% ($966.7K) | 0.41% | $6.4M | ||||
| ESTA - ESTABLISHMENT LABS HLDGS INC | Reduce 52% $(7.0M) | 0.40% | $6.3M | +15.28% | |||
| WNS - WNS HLDGS LTD | New Purchase | 0.40% | $6.3M | ||||
| BXC - BLUELINX HLDGS INC | 0.39% | $6.2M | +9.70% | ||||
| BYRN - BYRNA TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| RKT - ROCKET COS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GENI - GENIUS SPORTS LIMITED | Reduce 100% | 0.00% | $0.00 | ||||
| TNDM - TANDEM DIABETES CARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CDNA - CAREDX INC | Reduce 100% | 0.00% | $0.00 | ||||
| VITL - VITAL FARMS INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| RVLV - REVOLVE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| ASO - ACADEMY SPORTS & OUTDOORS IN | Reduce 100% | 0.00% | $0.00 | ||||
| DKNG - DRAFTKINGS INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| COIN - COINBASE GLOBAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| NSSC - NAPCO SEC TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| BRBR - BELLRING BRANDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| HNST - HONEST CO INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMDX - TRANSMEDICS GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZETA - ZETA GLOBAL HOLDINGS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| PTON - PELOTON INTERACTIVE INC | Reduce 100% | 0.00% | $0.00 | ||||
| SG - SWEETGREEN INC | Reduce 100% | 0.00% | $0.00 | ||||
| RXST - RXSIGHT INC | Reduce 100% | 0.00% | $0.00 | ||||
| EOLS - EVOLUS INC | Reduce 100% | 0.00% | $0.00 | ||||