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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2022-05-16 (Q1 2022) | Holdings: 38 | Value: $118.8M | 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 |
| ARLO - ARLO TECHNOLOGIES INC | Add 102% ($4.5M) | 7.46% | $8.9M | +136.98% | -2.84% | +31.72% | |
| INMD - INMODE LTD | Add 311% ($5.8M) | 6.50% | $7.7M | -40.48% | +42.20% | +38.34% | |
| FIVN - FIVE9 INC | Add 313% ($5.3M) | 5.86% | $7.0M | -73.43% | +15.17% | -41.59% | |
| DDS - DILLARDS INC | Reduce 1% $(93.9K) | 5.42% | $6.4M | +80.98% | +0.99% | -4.42% | |
| MLKN - MILLERKNOLL INC | New Purchase | 4.80% | $5.7M | -19.31% | +12.53% | -43.47% | |
| QDEL - QUIDEL CORP | Reduce 21% $(1.5M) | 4.73% | $5.6M | -74.06% | -15.65% | -13.69% | |
| MGPI - MGP INGREDIENTS INC NEW | Add 138% ($3.1M) | 4.52% | $5.4M | -69.86% | +15.00% | +2.91% | |
| STKS - THE ONE GROUP HOSPITALITY IN | Add 48% ($1.7M) | 4.42% | $5.3M | -69.26% | +0.23% | -15.66% | |
| FNKO - FUNKO INC | Add 346% ($3.8M) | 4.14% | $4.9M | -86.29% | +9.29% | -39.38% | |
| MODG - CALLAWAY GOLF CO | New Purchase | 3.79% | $4.5M | -57.30% | +13.37% | -18.37% | |
| AFRM - AFFIRM HLDGS INC | New Purchase | 3.35% | $4.0M | +207.41% | +57.50% | -44.57% | |
| ONEW - ONEWATER MARINE INC | New Purchase | 3.22% | $3.8M | -50.89% | +24.35% | -15.84% | |
| FSLY - FASTLY INC | New Purchase | 3.13% | $3.7M | -39.24% | -5.65% | +11.98% | |
| TOST - TOAST INC | New Purchase | 3.11% | $3.7M | +204.23% | +39.81% | +46.56% | |
| FIGS - FIGS INC | New Purchase | 3.08% | $3.7M | -27.44% | +28.05% | -14.53% | |
| BLDR - BUILDERS FIRSTSOURCE INC | Add 7% ($219.7K) | 2.99% | $3.5M | +94.14% | -2.02% | +75.65% | |
| BXC - BLUELINX HLDGS INC | Reduce 26% $(1.1M) | 2.65% | $3.2M | -13.42% | -14.24% | -6.44% | |
| CCRN - CROSS CTRY HEALTHCARE INC | Reduce 63% $(5.3M) | 2.55% | $3.0M | -20.24% | +35.79% | +46.81% | |
| RICK - RCI HOSPITALITY HLDGS INC | Add 110% ($1.4M) | 2.33% | $2.8M | -38.30% | +18.38% | +26.03% | |
| XPOF - XPONENTIAL FITNESS INC | Add 15% ($339.8K) | 2.24% | $2.7M | -39.73% | +33.49% | +85.78% | |
| RVLV - REVOLVE GROUP INC | Reduce 62% $(4.2M) | 2.17% | $2.6M | -27.45% | -8.99% | -39.91% | |
| BBW - BUILD-A-BEAR WORKSHOP INC | Reduce 76% $(8.0M) | 2.16% | $2.6M | +218.40% | -1.26% | +19.48% | |
| CHEF - CHEFS WHSE INC | New Purchase | 2.00% | $2.4M | +69.29% | -7.63% | -9.54% | |
| SKIN - THE BEAUTY HEALTH COMPANY | New Purchase | 1.99% | $2.4M | -82.39% | +10.71% | -13.46% | |
| GDEN - GOLDEN ENTMT INC | Add 81% ($1.0M) | 1.96% | $2.3M | -41.41% | -9.74% | -17.71% | |
| EVER - EVERQUOTE INC | New Purchase | 1.80% | $2.1M | +137.86% | -1.97% | -19.09% | |
| VERO - VENUS CONCEPT INC | Add 3% ($39.0K) | 1.32% | $1.6M | -98.32% | -52.41% | -80.00% | |
| EGIO - LIMELIGHT NETWORKS INC | New Purchase | 1.10% | $1.3M | +8.90% | -84.92% | ||
| CHS - CHICOS FAS INC | Add 70% ($425.4K) | 0.87% | $1.0M | +36.58% | +3.18% | ||
| EVRI - EVERI HLDGS INC | Add 164% ($626.0K) | 0.85% | $1.0M | +21.42% | -13.14% | ||
| BOOT - BOOT BARN HLDGS INC | New Purchase | 0.80% | $948.0K | +78.63% | -21.00% | -20.83% | |
| KRUS - KURA SUSHI USA INC | Reduce 80% $(3.4M) | 0.74% | $882.0K | +121.81% | +158.50% | +91.82% | |
| SPWH - SPORTSMANS WHSE HLDGS INC | New Purchase | 0.64% | $759.0K | -71.31% | +7.12% | -36.12% | |
| DXLG - DESTINATION XL GROUP INC | Reduce 50% $(456.3K) | 0.39% | $463.0K | -70.73% | -2.88% | +0.89% | |
| MAPS - WM TECHNOLOGY INC | New Purchase | 0.33% | $391.0K | -81.82% | -44.60% | -82.50% | |
| TMDX - TRANSMEDICS GROUP INC | New Purchase | 0.27% | $323.0K | +330.37% | +53.64% | +166.10% | |
| ARAY - ACCURAY INC | New Purchase | 0.17% | $199.0K | -34.06% | +27.51% | +58.95% | |
| ASRT - ASSERTIO HOLDINGS INC | New Purchase | 0.14% | $169.0K | -71.83% | +25.36% | +157.61% | |
| WISH - CONTEXTLOGIC INC | Reduce 100% | 0.00% | $0.00 | -84.32% | +4.61% | -81.62% | |
| STGW - STAGWELL INC | Reduce 100% | 0.00% | $0.00 | +5.08% | -5.88% | -23.53% | |
| SIG - SIGNET JEWELERS LIMITED | Reduce 100% | 0.00% | $0.00 | +67.42% | +12.38% | +21.75% | |
| AGS - PLAYAGS | Reduce 100% | 0.00% | $0.00 | +107.87% | +40.25% | +2.15% | |
| DSP - VIANT TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| IWM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| GSKY - GREENSKY | Reduce 100% | 0.00% | $0.00 | ||||
| BZH - BEAZER HOMES USA INC | Reduce 100% | 0.00% | $0.00 | +119.26% | -2.13% | +33.50% | |
| SFM - SPROUTS FMRS MKT | Reduce 100% | 0.00% | $0.00 | +532.86% | +24.25% | +48.34% | |
| ATEC - ALPHATEC HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DSKE - DASEKE INC | Reduce 100% | 0.00% | $0.00 | ||||
| PETS - PETMED EXPRESS | Reduce 100% | 0.00% | $0.00 | -75.23% | +17.12% | -20.64% | |
| YTRA - YATRA ONLINE INC | Reduce 100% | 0.00% | $0.00 | ||||
| SRAX - SRAX INC | Reduce 100% | 0.00% | $0.00 | ||||
| CCS - CENTURY CMNTYS INC | Reduce 100% | 0.00% | $0.00 | +72.93% | -4.54% | +28.03% | |
| APRN - BLUE APRON HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PDFS - PDF SOLUTIONS | Reduce 100% | 0.00% | $0.00 | +30.09% | +12.23% | +60.15% | |
| PLAY - DAVE & BUSTERS ENTMT INC | Reduce 100% | 0.00% | $0.00 | +2.80% | +10.64% | -10.20% | |
| XWEL - XPRESSPA GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| MKTW - MARKETWISE | Reduce 100% | 0.00% | $0.00 | -78.22% | +28.15% | -31.85% | |
| HMHC - HOUGHTON MIFFLIN HARCOURT CO | Reduce 100% | 0.00% | $0.00 | ||||
| POL - 1847 GOEDEKER INC | Reduce 100% | 0.00% | $0.00 | ||||
| API - AGORA INC | Reduce 100% | 0.00% | $0.00 | ||||
| APPS - DIGITAL TURBINE INC | Reduce 100% | 0.00% | $0.00 | -94.66% | -12.28% | -50.54% | |
| DIN - DINE BRANDS GLOBAL INC | Reduce 100% | 0.00% | $0.00 | -44.21% | +7.80% | -2.93% | |
| FLGT - FULGENT GENETICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| APP - APPLOVIN CORP | Reduce 100% | 0.00% | $0.00 | +767.69% | -22.24% | -37.18% | |
| INSE - INSPIRED ENTMT | Reduce 100% | 0.00% | $0.00 | ||||
| FTSI - FTS INTERNATIONAL INC | Reduce 100% | 0.00% | $0.00 | ||||