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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2023-02-14 (Q4 2022) | Holdings: 42 | Value: $133.7M | 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 |
| INMD - INMODE LTD | Add 116% ($6.6M) | 9.24% | $12.4M | -60.19% | -8.49% | -36.10% | |
| BBW - BUILD-A-BEAR WORKSHOP INC | New Purchase | 8.25% | $11.0M | +167.31% | -2.39% | +3.35% | |
| CELH - CELSIUS HLDGS INC | Add 78% ($3.6M) | 6.22% | $8.3M | +91.02% | +36.16% | +96.82% | |
| SPT - SPROUT SOCIAL INC | New Purchase | 5.70% | $7.6M | -75.15% | -28.74% | +6.18% | |
| XPOF - XPONENTIAL FITNESS INC | Add 15% ($802.5K) | 4.63% | $6.2M | -65.01% | +16.82% | -57.26% | |
| ARHS - ARHAUS INC | New Purchase | 4.47% | $6.0M | -10.75% | -41.35% | -10.01% | |
| ATEC - ALPHATEC HLDGS INC | New Purchase | 4.16% | $5.6M | +16.58% | +7.15% | +13.01% | |
| DXLG - DESTINATION XL GROUP INC | Add 6% ($296.3K) | 3.70% | $5.0M | -79.57% | -32.16% | -39.02% | |
| EVER - EVERQUOTE INC | Reduce 42% $(3.5M) | 3.63% | $4.8M | +48.54% | -55.30% | -0.51% | |
| BXC - BLUELINX HLDGS INC | Add 54% ($1.7M) | 3.60% | $4.8M | -4.12% | -9.00% | +39.29% | |
| CHGG - CHEGG INC | New Purchase | 3.40% | $4.5M | -92.84% | -42.36% | -44.45% | |
| STIM - NEURONETICS INC | Add 225% ($3.0M) | 3.26% | $4.4M | -42.86% | -52.61% | -46.97% | |
| JILL - J JILL INC | New Purchase | 3.11% | $4.2M | -39.62% | -22.52% | -8.62% | |
| PAYO - PAYONEER GLOBAL INC | Add 40% ($1.1M) | 2.86% | $3.8M | +25.85% | -17.59% | -2.15% | |
| KRUS - KURA SUSHI USA INC | Add 88% ($1.6M) | 2.50% | $3.3M | +34.86% | +11.37% | +74.08% | |
| AXON - AXON ENTERPRISE INC | Reduce 3% $(83.0K) | 2.42% | $3.2M | +293.37% | +4.46% | +40.04% | |
| RVLV - REVOLVE GROUP INC | New Purchase | 2.01% | $2.7M | -14.54% | -31.39% | -35.03% | |
| GDRX - GOODRX HLDGS INC | New Purchase | 1.92% | $2.6M | -12.64% | -0.38% | +28.93% | |
| SONO - SONOS INC | New Purchase | 1.90% | $2.5M | -37.33% | -26.57% | -9.03% | |
| TMDX - TRANSMEDICS GROUP INC | Reduce 68% $(5.1M) | 1.75% | $2.3M | +78.37% | +11.56% | +33.14% | |
| MGPI - MGP INGREDIENTS INC NEW | Reduce 37% $(1.4M) | 1.75% | $2.3M | -67.67% | +6.07% | -5.24% | |
| AMRK - A-MARK PRECIOUS METALS INC | Reduce 47% $(2.1M) | 1.74% | $2.3M | -12.32% | +22.55% | -7.13% | |
| CUTR - CUTERA INC | Reduce 48% $(2.1M) | 1.72% | $2.3M | -52.06% | -91.31% | ||
| DKNG - DRAFTKINGS INC NEW | New Purchase | 1.53% | $2.1M | +181.67% | +40.24% | +165.43% | |
| FIVN - FIVE9 INC | Add 50% ($678.6K) | 1.52% | $2.0M | -65.04% | -31.08% | -4.29% | |
| PRTS - CARPARTS COM INC | New Purchase | 1.45% | $1.9M | -89.70% | -37.84% | -59.60% | |
| FSS - FEDERAL SIGNAL CORP | New Purchase | 1.39% | $1.9M | +148.86% | +1.40% | +54.61% | |
| LPSN - LIVEPERSON INC | Add 10% ($152.1K) | 1.29% | $1.7M | -92.56% | -70.69% | -82.76% | |
| DTC - SOLO BRANDS INC | Reduce 17% $(346.0K) | 1.27% | $1.7M | -93.82% | +22.99% | -33.41% | |
| EVBG - EVERBRIDGE INC | New Purchase | 1.11% | $1.5M | -22.66% | -13.80% | ||
| PLAY - DAVE & BUSTERS ENTMT INC | Reduce 60% $(2.1M) | 1.06% | $1.4M | -41.75% | -22.39% | +36.57% | |
| CALX - CALIX INC | New Purchase | 0.77% | $1.0M | +10.41% | -15.94% | -34.24% | |
| BLDR - BUILDERS FIRSTSOURCE INC | 0.73% | $973.2K | +76.85% | +44.66% | +128.84% | ||
| EXTR - EXTREME NETWORKS | Reduce 38% $(549.3K) | 0.68% | $915.5K | +10.06% | -10.49% | -34.82% | |
| BARK - BARK INC | Reduce 75% $(2.3M) | 0.56% | $745.0K | -36.13% | -20.74% | -14.07% | |
| DDS - DILLARDS INC | New Purchase | 0.51% | $685.2K | +52.27% | -25.96% | +13.79% | |
| SRDX - SURMODICS INC | New Purchase | 0.51% | $676.8K | +43.04% | -26.96% | +25.23% | |
| FLWS - 1 800 FLOWERS COM INC | New Purchase | 0.43% | $573.6K | -44.72% | -4.51% | +2.56% | |
| STKS - THE ONE GROUP HOSPITALITY IN | Reduce 77% $(1.9M) | 0.42% | $563.7K | -67.24% | -17.65% | -52.83% | |
| LAZY - LAZYDAYS HLDGS INC | New Purchase | 0.36% | $485.1K | -99.08% | -13.06% | -63.82% | |
| APRN - BLUE APRON HLDGS INC | New Purchase | 0.23% | $311.0K | -55.80% | |||
| INDI - INDIE SEMICONDUCTOR INC | New Purchase | 0.22% | $291.5K | -50.54% | -13.28% | -20.13% | |
| SEAT - VIVID SEATS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CAMP - CALAMP CORP | Reduce 100% | 0.00% | $0.00 | ||||
| TH - TARGET HOSPITALITY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CZR - CAESARS ENTERTAINMENT INC NE | Reduce 100% | 0.00% | $0.00 | ||||
| ASRT - ASSERTIO HOLDINGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GEO - GEO GROUP INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| FRG - FRANCHISE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| BRCC - BRC INC | Reduce 100% | 0.00% | $0.00 | ||||
| SRTS - SENSUS HEALTHCARE INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZETA - ZETA GLOBAL HOLDINGS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| PRTY - PARTY CITY HOLDCO INC | Reduce 100% | 0.00% | $0.00 | ||||
| CVNA - CARVANA CO | Reduce 100% | 0.00% | $0.00 | ||||
| HRT - HIRERIGHT HOLDINGS CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| ARLO - ARLO TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| WRBY - WARBY PARKER INC | Reduce 100% | 0.00% | $0.00 | ||||
| MNDY - MONDAY COM LTD | Reduce 100% | 0.00% | $0.00 | ||||
| UPWK - UPWORK INC | Reduce 100% | 0.00% | $0.00 | ||||
| CLFD - CLEARFIELD INC | Reduce 100% | 0.00% | $0.00 | ||||
| ONEW - ONEWATER MARINE INC | Reduce 100% | 0.00% | $0.00 | ||||