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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2022-11-14 (Q3 2022) | Holdings: 42 | Value: $90.2M | 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 |
| TMDX - TRANSMEDICS GROUP INC | New Purchase | 5.56% | $5.0M | +104.52% | +14.91% | +11.93% | |
| INMD - INMODE LTD | Reduce 59% $(6.8M) | 5.17% | $4.7M | -60.99% | +9.19% | -41.57% | |
| CUTR - CUTERA INC | New Purchase | 5.06% | $4.6M | -20.17% | -94.47% | ||
| XPOF - XPONENTIAL FITNESS INC | Add 31% ($1.0M) | 4.76% | $4.3M | -60.75% | +16.01% | -37.56% | |
| CELH - CELSIUS HLDGS INC | Reduce 10% $(453.4K) | 4.53% | $4.1M | +97.01% | +3.18% | +65.21% | |
| EVER - EVERQUOTE INC | Add 18% ($596.8K) | 4.30% | $3.9M | +128.10% | +56.49% | -15.51% | |
| DXLG - DESTINATION XL GROUP INC | Add 30% ($858.6K) | 4.15% | $3.7M | -80.32% | -3.82% | -29.81% | |
| MGPI - MGP INGREDIENTS INC NEW | Reduce 56% $(4.8M) | 4.12% | $3.7M | -72.67% | -14.22% | -16.33% | |
| BARK - BARK INC | New Purchase | 4.09% | $3.7M | -51.29% | -18.08% | -54.89% | |
| AMRK - A-MARK PRECIOUS METALS INC | New Purchase | 4.00% | $3.6M | -19.67% | -2.69% | -17.69% | |
| PLAY - DAVE & BUSTERS ENTMT INC | Add 11% ($310.3K) | 3.44% | $3.1M | -36.55% | +9.19% | -3.10% | |
| PAYO - PAYONEER GLOBAL INC | New Purchase | 3.36% | $3.0M | +1.01% | -14.99% | -17.87% | |
| CVNA - CARVANA CO | Add 98% ($1.5M) | 3.30% | $3.0M | +3288.35% | +20.17% | +223.48% | |
| KRUS - KURA SUSHI USA INC | Reduce 68% $(5.7M) | 3.04% | $2.7M | +21.29% | -5.66% | -11.01% | |
| BXC - BLUELINX HLDGS INC | Reduce 28% $(1.0M) | 3.03% | $2.7M | +22.73% | +31.79% | +26.28% | |
| UPWK - UPWORK INC | Reduce 13% $(408.6K) | 3.02% | $2.7M | +1.70% | -4.98% | -1.30% | |
| STKS - THE ONE GROUP HOSPITALITY IN | Reduce 53% $(2.9M) | 2.83% | $2.6M | -56.31% | +39.69% | -26.15% | |
| GEO - GEO GROUP INC NEW | New Purchase | 2.78% | $2.5M | +132.43% | +7.38% | +3.25% | |
| AXON - AXON ENTERPRISE INC | New Purchase | 2.57% | $2.3M | +323.99% | +10.11% | +22.33% | |
| SRTS - SENSUS HEALTHCARE INC | New Purchase | 2.50% | $2.3M | -57.90% | -4.02% | -73.70% | |
| DTC - SOLO BRANDS INC | New Purchase | 2.32% | $2.1M | -94.78% | -13.40% | -6.20% | |
| MNDY - MONDAY COM LTD | New Purchase | 2.26% | $2.0M | +66.05% | +58.69% | +59.82% | |
| WRBY - WARBY PARKER INC | New Purchase | 2.15% | $1.9M | +56.91% | -14.11% | -33.68% | |
| CZR - CAESARS ENTERTAINMENT INC NE | New Purchase | 1.79% | $1.6M | -49.61% | +1.51% | -12.39% | |
| FIVN - FIVE9 INC | New Purchase | 1.66% | $1.5M | -57.34% | +29.46% | +6.86% | |
| LPSN - LIVEPERSON INC | New Purchase | 1.62% | $1.5M | -91.47% | +15.51% | -75.04% | |
| QQQ - INVESCO QQQ TR | New Purchase | 1.48% | $1.3M | +99.26% | +6.03% | +32.86% | |
| TH - TARGET HOSPITALITY CORP | New Purchase | 1.20% | $1.1M | -34.74% | +16.46% | -17.98% | |
| ZETA - ZETA GLOBAL HOLDINGS CORP | New Purchase | 1.17% | $1.1M | +115.78% | +12.91% | -3.97% | |
| EXTR - EXTREME NETWORKS INC | New Purchase | 1.16% | $1.0M | +11.97% | +3.36% | -7.26% | |
| BLDR - BUILDERS FIRSTSOURCE INC | Reduce 81% $(3.8M) | 0.98% | $884.0K | +122.57% | +29.09% | +98.24% | |
| HRT - HIRERIGHT HOLDINGS CORPORATION | New Purchase | 0.94% | $848.0K | +25.56% | +3.18% | ||
| BRCC - BRC INC | New Purchase | 0.80% | $718.0K | -76.31% | +22.31% | -49.38% | |
| FRG - FRANCHISE GROUP INC | New Purchase | 0.70% | $632.0K | +25.41% | |||
| STIM - NEURONETICS INC | New Purchase | 0.69% | $620.0K | -28.42% | +24.84% | -71.37% | |
| SEAT - VIVID SEATS INC | New Purchase | 0.68% | $613.0K | -89.94% | +0.24% | -9.12% | |
| ONEW - ONEWATER MARINE INC | Reduce 76% $(1.7M) | 0.60% | $542.0K | -51.68% | -14.04% | -25.67% | |
| CLFD - CLEARFIELD INC | New Purchase | 0.58% | $523.0K | -66.42% | -35.52% | -72.61% | |
| ARLO - ARLO TECHNOLOGIES INC | Reduce 82% $(2.1M) | 0.51% | $464.0K | +332.02% | +8.37% | +115.02% | |
| CAMP - CALAMP CORP | New Purchase | 0.51% | $461.0K | +20.00% | -89.51% | ||
| PRTY - PARTY CITY HOLDCO INC | New Purchase | 0.35% | $316.0K | -90.35% | |||
| ASRT - ASSERTIO HOLDINGS INC | Add 69% ($93.1K) | 0.25% | $227.0K | -72.90% | +75.86% | -60.69% | |
| CRMT - AMERICAS CAR MART INC | Reduce 100% | 0.00% | $0.00 | ||||
| FNKO - FUNKO INC COM | Reduce 100% | 0.00% | $0.00 | ||||
| OLLI - OLLIES BARGAIN OUTLET HLDGS | Reduce 100% | 0.00% | $0.00 | ||||
| CHGG - CHEGG INC | Reduce 100% | 0.00% | $0.00 | ||||
| GDEN - GOLDEN ENTMT INC | Reduce 100% | 0.00% | $0.00 | ||||
| EVRI - EVERI HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MLKN - MILLERKNOLL INC | Reduce 100% | 0.00% | $0.00 | ||||
| RH - RH | Reduce 100% | 0.00% | $0.00 | ||||
| PRTS - CARPARTS COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| KSS - KOHLS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BBW - BUILD-A-BEAR WORKSHOP INC | Reduce 100% | 0.00% | $0.00 | ||||
| FSLY - FASTLY INC | Reduce 100% | 0.00% | $0.00 | ||||
| APYX - APYX MEDICAL CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - BUILDERS FIRSTSOURCE INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| TLYS - TILLYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BURL - BURLINGTON STORES INC | Reduce 100% | 0.00% | $0.00 | ||||
| BZH - BEAZER HOMES USA INC | Reduce 100% | 0.00% | $0.00 | ||||
| FTCH - FARFETCH LTD | Reduce 100% | 0.00% | $0.00 | ||||
| JYNT - JOINT CORP | Reduce 100% | 0.00% | $0.00 | ||||
| SPWH - SPORTSMANS WHSE HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| QDEL - QUIDELORTHO CORP | Reduce 100% | 0.00% | $0.00 | ||||
| N/A - GOODRX HLDGS INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| WSC - WILLSCOT MOBIL MINI HLDNG CO | Reduce 100% | 0.00% | $0.00 | ||||
| RICK - RCI HOSPITALITY HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DDS - DILLARDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| TCS - CONTAINER STORE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||