Divisadero Street Capital Management, LP 13F Holdings

Holdings from the most recent 13F from Divisadero Street Capital Management, LP

Filed: 2023-05-12 (Q1 2023) | Holdings: 45 | Value: $228.6M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
KRUS - KURA SUSHI USA INC
Add 328% ($15.1M)
8.64%
$19.8M
+23.14%
+43.57%
+63.25%
XPOF - XPONENTIAL FITNESS INC
Add 80% ($6.5M)
6.45%
$14.7M
-69.57%
-23.24%
-67.36%
TCMD - TACTILE SYS TECHNOLOGY INC
New Purchase
5.78%
$13.2M
-38.26%
-11.67%
-35.46%
RRGB - RED ROBIN GOURMET BURGERS IN
New Purchase
5.76%
$13.2M
-50.48%
+0.32%
-37.96%
EVER - EVERQUOTE INC
Add 169% ($7.7M)
5.38%
$12.3M
+231.63%
-15.32%
+231.35%
CALX - CALIX INC
Add 1367% ($11.0M)
5.16%
$11.8M
+33.01%
-6.37%
-30.56%
FLGT - FULGENT GENETICS INC
New Purchase
5.01%
$11.4M
-38.38%
-5.52%
-37.19%
CELH - CELSIUS HLDGS INC
Add 38% ($2.8M)
4.47%
$10.2M
+42.26%
+41.06%
+100.22%
APPS - DIGITAL TURBINE INC
New Purchase
4.35%
$9.9M
-65.53%
-25.43%
-81.01%
SPT - SPROUT SOCIAL INC
Add 11% ($913.2K)
4.00%
$9.1M
-63.39%
+11.67%
-32.15%
SQSP - SQUARESPACE INC
New Purchase
3.82%
$8.7M
+10.71%
+54.46%
FSLY - FASTLY INC
New Purchase
3.54%
$8.1M
-42.40%
+46.70%
-33.18%
BOWL - BOWLERO CORP
New Purchase
3.34%
$7.6M
-16.03%
-10.74%
-10.58%
MGPI - MGP INGREDIENTS INC NEW
Add 218% ($4.6M)
2.96%
$6.8M
-69.64%
+21.89%
-18.81%
SIBN - SI-BONE INC
New Purchase
2.87%
$6.6M
-33.05%
-12.99%
-38.73%
MAX - MEDIAALPHA INC
New Purchase
2.26%
$5.2M
+77.47%
+50.68%
+231.91%
NRDY - NERDY INC
New Purchase
2.17%
$5.0M
-58.98%
+39.82%
-35.33%
TMDX - TRANSMEDICS GROUP INC
Add 58% ($1.7M)
1.99%
$4.5M
+58.32%
-17.31%
+74.43%
TMCI - TREACE MED CONCEPTS INC
New Purchase
1.93%
$4.4M
-69.35%
-31.29%
-81.97%
ONEW - ONEWATER MARINE INC
New Purchase
1.84%
$4.2M
-38.06%
-1.22%
-8.71%
GENI - GENIUS SPORTS LIMITED
New Purchase
1.74%
$4.0M
+174.04%
+33.19%
+9.36%
APLD - APPLIED DIGITAL CORP
New Purchase
1.71%
$3.9M
+438.59%
+147.32%
+16.78%
CUTR - CUTERA INC
Add 197% ($2.4M)
1.60%
$3.7M
-2.72%
-84.85%
GEO - GEO GROUP INC NEW
New Purchase
1.48%
$3.4M
+149.19%
-14.53%
+52.09%
INMD - INMODE LTD
Reduce 71% $(7.9M)
1.40%
$3.2M
-56.11%
+21.70%
-45.20%
GDRX - GOODRX HLDGS INC
Reduce 18% $(625.0K)
1.23%
$2.8M
-10.06%
+48.13%
+32.15%
JAKK - JAKKS PAC INC
New Purchase
1.14%
$2.6M
-21.24%
-20.76%
-24.99%
BXC - BLUELINX HLDGS INC
Reduce 48% $(2.2M)
1.04%
$2.4M
+8.24%
+7.88%
+33.25%
LPSN - LIVEPERSON INC
Add 206% ($1.5M)
1.00%
$2.3M
-74.25%
+11.37%
-84.68%
TGLS - TECNOGLASS INC
New Purchase
0.73%
$1.7M
+58.47%
-23.45%
+14.91%
NSSC - NAPCO SEC TECHNOLOGIES INC
New Purchase
0.58%
$1.3M
-3.02%
+14.15%
+33.40%
GDEN - GOLDEN ENTMT INC
New Purchase
0.57%
$1.3M
-24.00%
+10.28%
-9.08%
ASRT - ASSERTIO HOLDINGS INC
New Purchase
0.56%
$1.3M
-89.51%
-57.68%
-85.98%
FLWS - 1 800 FLOWERS COM INC
Add 74% ($512.2K)
0.53%
$1.2M
-41.67%
-12.34%
+6.28%
ESTA - ESTABLISHMENT LABS HLDGS INC
New Purchase
0.48%
$1.1M
-34.53%
-14.69%
-15.69%
CNTY - CENTURY CASINOS INC
New Purchase
0.46%
$1.0M
-62.18%
+10.74%
-56.28%
ARLO - ARLO TECHNOLOGIES INC
New Purchase
0.41%
$928.0K
+96.20%
+17.34%
+26.29%
BBSI - BARRETT BUSINESS SVCS INC
New Purchase
0.36%
$824.0K
+147.22%
+18.31%
+56.31%
TNDM - TANDEM DIABETES CARE INC
New Purchase
0.36%
$812.2K
-64.02%
-13.00%
+32.48%
STIM - NEURONETICS INC
Reduce 64% $(1.2M)
0.29%
$655.6K
+22.30%
-37.59%
-7.91%
LAZY - LAZYDAYS HLDGS INC
Add 18% ($84.5K)
0.24%
$558.6K
-98.93%
+10.30%
-66.76%
SRTS - SENSUS HEALTHCARE INC
New Purchase
0.14%
$312.6K
+13.64%
+21.68%
+88.81%
PRPL - PURPLE INNOVATION INC
New Purchase
0.13%
$290.4K
-61.56%
-21.09%
-50.34%
FNKO - FUNKO INC
New Purchase
0.08%
$188.6K
-72.29%
-49.47%
-31.62%
CVRX - CVRX INC
New Purchase
0.04%
$93.2K
-36.84%
+44.70%
-37.73%
DTC - SOLO BRANDS INC
Reduce 100%
0.00%
$0.00
RVLV - REVOLVE GROUP INC
Reduce 100%
0.00%
$0.00
DKNG - DRAFTKINGS INC NEW
Reduce 100%
0.00%
$0.00
FSS - FEDERAL SIGNAL CORP
Reduce 100%
0.00%
$0.00
STKS - THE ONE GROUP HOSPITALITY IN
Reduce 100%
0.00%
$0.00
FIVN - FIVE9 INC
Reduce 100%
0.00%
$0.00
EVBG - EVERBRIDGE INC
Reduce 100%
0.00%
$0.00
SRDX - SURMODICS INC
Reduce 100%
0.00%
$0.00
INDI - INDIE SEMICONDUCTOR INC
Reduce 100%
0.00%
$0.00
PLAY - DAVE & BUSTERS ENTMT INC
Reduce 100%
0.00%
$0.00
PAYO - PAYONEER GLOBAL INC
Reduce 100%
0.00%
$0.00
DXLG - DESTINATION XL GROUP INC
Reduce 100%
0.00%
$0.00
EXTR - EXTREME NETWORKS
Reduce 100%
0.00%
$0.00
BARK - BARK INC
Reduce 100%
0.00%
$0.00
BLDR - BUILDERS FIRSTSOURCE INC
Reduce 100%
0.00%
$0.00
DDS - DILLARDS INC
Reduce 100%
0.00%
$0.00
PRTS - CARPARTS COM INC
Reduce 100%
0.00%
$0.00
ATEC - ALPHATEC HLDGS INC
Reduce 100%
0.00%
$0.00
SONO - SONOS INC
Reduce 100%
0.00%
$0.00
JILL - J JILL INC
Reduce 100%
0.00%
$0.00
AXON - AXON ENTERPRISE INC
Reduce 100%
0.00%
$0.00
BBW - BUILD-A-BEAR WORKSHOP INC
Reduce 100%
0.00%
$0.00
CHGG - CHEGG INC
Reduce 100%
0.00%
$0.00
ARHS - ARHAUS INC
Reduce 100%
0.00%
$0.00
AMRK - A-MARK PRECIOUS METALS INC
Reduce 100%
0.00%
$0.00
APRN - BLUE APRON HLDGS INC
Reduce 100%
0.00%
$0.00