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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2022-08-15 (Q2 2022) | Holdings: 43 | Value: $148.6M | 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 |
| N/A - BUILDERS FIRSTSOURCE INC | PUT | New Purchase | 13.91% | $20.7M | |||
| CHGG - CHEGG INC | New Purchase | 6.57% | $9.8M | -94.98% | +27.84% | -57.28% | |
| INMD - INMODE LTD | Add 89% ($4.2M) | 5.96% | $8.9M | -61.44% | +1.11% | +3.51% | |
| BBW - BUILD-A-BEAR WORKSHOP INC | Add 257% ($5.9M) | 5.55% | $8.2M | +231.24% | -2.83% | +49.49% | |
| MGPI - MGP INGREDIENTS INC NEW | Add 28% ($1.7M) | 5.39% | $8.0M | -73.57% | +5.00% | +6.67% | |
| MLKN - MILLERKNOLL INC | Add 79% ($3.4M) | 5.22% | $7.8M | -28.29% | -29.72% | -37.86% | |
| STKS - THE ONE GROUP HOSPITALITY IN | Add 64% ($2.3M) | 4.05% | $6.0M | -67.95% | -24.94% | -19.81% | |
| KRUS - KURA SUSHI USA INC | Add 620% ($4.9M) | 3.84% | $5.7M | -17.42% | -28.26% | -7.62% | |
| RICK - RCI HOSPITALITY HLDGS INC | Add 145% ($3.2M) | 3.59% | $5.3M | -47.06% | +22.65% | -4.52% | |
| UPWK - UPWORK INC | New Purchase | 3.20% | $4.8M | -28.19% | -29.07% | -29.47% | |
| BLDR - BUILDERS FIRSTSOURCE INC | Add 45% ($1.3M) | 2.89% | $4.3M | +92.22% | -8.60% | +113.21% | |
| EVER - EVERQUOTE INC | Add 264% ($3.1M) | 2.86% | $4.2M | +119.01% | +1.72% | -37.92% | |
| BXC - BLUELINX HLDGS INC | Add 39% ($1.1M) | 2.73% | $4.1M | +1.49% | -10.87% | +11.31% | |
| WSC - WILLSCOT MOBIL MINI HLDNG CO | New Purchase | 2.40% | $3.6M | -44.83% | +8.15% | -4.22% | |
| OLLI - OLLIES BARGAIN OUTLET HLDGS | New Purchase | 2.37% | $3.5M | +104.05% | -21.00% | +12.19% | |
| ARLO - ARLO TECHNOLOGIES INC | Reduce 44% $(2.8M) | 2.34% | $3.5M | +135.31% | -41.53% | +49.01% | |
| CELH - CELSIUS HLDGS INC | New Purchase | 2.20% | $3.3M | +84.83% | +0.12% | +78.17% | |
| GDEN - GOLDEN ENTMT INC | Add 91% ($1.4M) | 2.03% | $3.0M | -36.83% | +1.15% | -9.77% | |
| PRTS - CARPARTS COM INC | New Purchase | 1.99% | $3.0M | -91.92% | -37.64% | -53.06% | |
| PLAY - DAVE & BUSTERS ENTMT INC | New Purchase | 1.98% | $3.0M | -43.96% | -8.62% | -4.83% | |
| RH - RH | New Purchase | 1.78% | $2.7M | -30.13% | -6.10% | +17.77% | |
| BZH - BEAZER HOMES USA INC | New Purchase | 1.68% | $2.5M | +55.13% | -19.90% | +107.32% | |
| ONEW - ONEWATER MARINE INC | Reduce 32% $(1.2M) | 1.67% | $2.5M | -59.07% | -21.85% | -33.05% | |
| FNKO - FUNKO INC COM | Reduce 61% $(3.9M) | 1.65% | $2.5M | -87.28% | -59.46% | -75.16% | |
| XPOF - XPONENTIAL FITNESS INC | Add 59% ($835.3K) | 1.52% | $2.3M | -54.51% | +7.72% | +12.54% | |
| DDS - DILLARDS INC | Reduce 63% $(3.3M) | 1.34% | $2.0M | +82.58% | +14.61% | +13.53% | |
| DXLG - DESTINATION XL GROUP INC | Add 461% ($1.5M) | 1.21% | $1.8M | -70.14% | +52.94% | +2.94% | |
| N/A - GOODRX HLDGS INC | PUT | New Purchase | 1.16% | $1.7M | |||
| CVNA - CARVANA CO | New Purchase | 1.13% | $1.7M | +565.25% | -83.20% | -25.23% | |
| KSS - KOHLS CORP | New Purchase | 0.96% | $1.4M | -49.15% | -9.97% | -12.18% | |
| FSLY - FASTLY INC | Reduce 44% $(1.1M) | 0.94% | $1.4M | -39.85% | -18.38% | +59.31% | |
| CRMT - AMERICAS CAR MART INC | New Purchase | 0.68% | $1.0M | -63.44% | -45.90% | -9.40% | |
| QDEL - QUIDELORTHO CORP | New Purchase | 0.59% | $874.0K | -70.28% | +0.68% | -18.80% | |
| EVRI - EVERI HLDGS INC | 0.53% | $783.0K | -17.37% | -37.24% | |||
| TCS - CONTAINER STORE GROUP INC | New Purchase | 0.42% | $627.0K | -41.74% | -67.73% | ||
| APYX - APYX MEDICAL CORPORATION | New Purchase | 0.40% | $593.0K | -72.46% | -79.51% | -38.26% | |
| SPWH - SPORTSMANS WHSE HLDGS INC | Reduce 21% $(143.1K) | 0.36% | $538.0K | -72.98% | -8.45% | -41.69% | |
| FTCH - FARFETCH LTD | New Purchase | 0.24% | $362.0K | ||||
| JYNT - JOINT CORP | New Purchase | 0.21% | $306.0K | -54.22% | -31.73% | -51.23% | |
| TLYS - TILLYS INC | New Purchase | 0.19% | $281.0K | -81.11% | +10.00% | +9.38% | |
| BURL - BURLINGTON STORES INC | New Purchase | 0.16% | $245.0K | +74.67% | -5.79% | +7.87% | |
| ASRT - ASSERTIO THERAPEUTICS INC | 0.12% | $174.0K | -79.16% | -24.66% | -13.40% | ||
| ARAY - ACCURAY INC | Reduce 100% | 0.00% | $0.00 | ||||
| AFRM - AFFIRM HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BOOT - BOOT BARN HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MODG - CALLAWAY GOLF CO | Reduce 100% | 0.00% | $0.00 | ||||
| CHEF - CHEFS WHSE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CHS - CHICOS FAS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CCRN - CROSS CTRY HEALTHCARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| FIGS - FIGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| FIVN - FIVE9 INC | Reduce 100% | 0.00% | $0.00 | ||||
| EGIO - LIMELIGHT NETWORKS INC | Reduce 100% | 0.00% | $0.00 | ||||
| QDEL - QUIDEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| RVLV - REVOLVE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| SKIN - THE BEAUTY HEALTH COMPANY | Reduce 100% | 0.00% | $0.00 | ||||
| TOST - TOAST INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMDX - TRANSMEDICS GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| VERO - VENUS CONCEPT INC | Reduce 100% | 0.00% | $0.00 | ||||
| MAPS - WM TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||