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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2024-08-12 (Q2 2024) | Holdings: 61 | Value: $659.5M | 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 |
| ANF - ABERCROMBIE & FITCH CO | Add 2% ($1.4M) | 10.30% | $67.9M | -40.68% | -8.56% | -34.71% | |
| GRPN - GROUPON INC | Add 488% ($43.6M) | 7.97% | $52.6M | +126.90% | -31.85% | +150.33% | |
| HIMS - HIMS & HERS HEALTH INC | Add 15% ($5.9M) | 6.99% | $46.1M | +168.94% | +71.11% | +199.63% | |
| HIMS - HIMS & HERS HEALTH INC | CALL | New Purchase | 6.40% | $42.2M | |||
| SN - SHARKNINJA INC | 5.91% | $38.9M | +30.43% | +11.36% | +31.96% | ||
| RSI - RUSH STREET INTERACTIVE INC | Reduce 21% $(9.8M) | 5.54% | $36.5M | +116.43% | +27.52% | +112.99% | |
| UPWK - UPWORK INC | Add 33% ($8.8M) | 5.41% | $35.7M | +55.76% | +72.37% | +54.50% | |
| CVNA - CARVANA CO | Reduce 11% $(3.9M) | 4.88% | $32.2M | +149.11% | +76.55% | +157.39% | |
| NSSC - NAPCO SEC TECHNOLOGIES INC | Add 118% ($11.1M) | 3.11% | $20.5M | -42.81% | -30.75% | -38.53% | |
| ZIMV - ZIMVIE INC | Reduce 17% $(3.9M) | 2.93% | $19.3M | +6.88% | -21.87% | +6.26% | |
| INGN - INOGEN INC | Add 682% ($16.6M) | 2.89% | $19.1M | -38.74% | -14.13% | -35.99% | |
| DAVE - DAVE INC | New Purchase | 2.84% | $18.7M | +505.11% | +190.68% | +544.46% | |
| ML - MONEYLION INC | New Purchase | 2.04% | $13.4M | +79.89% | |||
| OPRX - OPTIMIZERX CORP | Reduce 16% $(2.6M) | 2.00% | $13.2M | +85.29% | -26.44% | +107.30% | |
| AHCO - ADAPTHEALTH CORP | Add 180% ($7.5M) | 1.76% | $11.6M | -1.48% | +11.93% | +2.96% | |
| GENI - GENIUS SPORTS LIMITED | New Purchase | 1.70% | $11.2M | +91.52% | +45.30% | +95.91% | |
| LFMD - LIFEMD INC | Reduce 12% $(1.3M) | 1.56% | $10.3M | +11.53% | +25.95% | +24.14% | |
| FLGT - FULGENT GENETICS INC | Add 46% ($3.1M) | 1.50% | $9.9M | -10.51% | -22.90% | -8.87% | |
| SRAD - SPORTRADAR GROUP AG | New Purchase | 1.27% | $8.4M | +152.25% | +42.85% | +156.74% | |
| MAX - MEDIAALPHA INC | New Purchase | 1.21% | $8.0M | -30.46% | -16.19% | -30.66% | |
| FRPT - FRESHPET INC | New Purchase | 1.19% | $7.8M | -53.13% | +18.31% | -50.58% | |
| CLFD - CLEARFIELD INC | New Purchase | 1.18% | $7.8M | -20.49% | -21.71% | -13.59% | |
| OSW - ONESPAWORLD HOLDINGS LIMITED | New Purchase | 1.17% | $7.7M | +45.40% | +28.30% | +49.14% | |
| ARHS - ARHAUS INC | New Purchase | 1.16% | $7.6M | +2.81% | -17.60% | +8.25% | |
| TALK - TALKSPACE INC | Add 13% ($831.9K) | 1.09% | $7.2M | +53.89% | +97.60% | +54.49% | |
| JILL - J JILL INC | New Purchase | 1.08% | $7.1M | -53.90% | -26.00% | -53.70% | |
| LOCO - EL POLLO LOCO HLDGS INC | Reduce 20% $(1.7M) | 1.01% | $6.7M | -13.33% | +8.69% | -9.79% | |
| QNST - QUINSTREET INC | New Purchase | 0.99% | $6.5M | -12.09% | +25.16% | -11.10% | |
| WGS - GENEDX HOLDINGS CORP | New Purchase | 0.89% | $5.9M | +255.57% | +131.98% | +263.91% | |
| ESTA - ESTABLISHMENT LABS HLDGS INC | New Purchase | 0.88% | $5.8M | -6.21% | -5.66% | -8.01% | |
| VITL - VITAL FARMS INC | New Purchase | 0.85% | $5.6M | +60.82% | -7.95% | +54.20% | |
| BXC - BLUELINX HLDGS INC | 0.85% | $5.6M | -17.88% | +30.75% | -16.81% | ||
| RXST - RXSIGHT INC | 0.82% | $5.4M | -83.97% | -15.28% | -84.23% | ||
| GRPN - GROUPON INC | CALL | New Purchase | 0.81% | $5.3M | |||
| TMDX - TRANSMEDICS GROUP INC | Reduce 56% $(6.4M) | 0.76% | $5.0M | -25.79% | -43.54% | -19.61% | |
| AXGN - AXOGEN INC | Add 587% ($4.3M) | 0.75% | $5.0M | +40.81% | +13.48% | +33.57% | |
| SKIN - THE BEAUTY HEALTH COMPANY | Reduce 47% $(4.4M) | 0.75% | $4.9M | +61.83% | +41.22% | +81.68% | |
| MOD - MODINE MFG CO | Reduce 16% $(793.5K) | 0.64% | $4.2M | +31.66% | +24.21% | +38.29% | |
| MGNI - MAGNITE INC | New Purchase | 0.56% | $3.7M | +71.83% | +32.18% | +79.70% | |
| DKNG - DRAFTKINGS INC NEW | New Purchase | 0.55% | $3.6M | +51.66% | +39.14% | +43.39% | |
| CHGG - CHEGG INC | New Purchase | 0.53% | $3.5M | -45.37% | -22.93% | -37.56% | |
| EAT - BRINKER INTL INC | New Purchase | 0.44% | $2.9M | +121.58% | +72.28% | +128.52% | |
| XPOF - XPONENTIAL FITNESS INC | Reduce 37% $(1.6M) | 0.43% | $2.8M | -36.44% | +8.62% | -40.29% | |
| BYRN - BYRNA TECHNOLOGIES INC | New Purchase | 0.41% | $2.7M | +94.16% | +91.65% | +106.04% | |
| PGY - PAGAYA TECHNOLOGIES LTD | New Purchase | 0.34% | $2.3M | +152.42% | -15.17% | +182.75% | |
| SFM - SPROUTS FMRS MKT INC | New Purchase | 0.32% | $2.1M | +56.77% | +50.94% | +51.70% | |
| SIBN - SI-BONE INC | New Purchase | 0.24% | $1.6M | +8.90% | -7.92% | +10.02% | |
| OLLI - OLLIES BARGAIN OUTLET HLDGS | New Purchase | 0.22% | $1.5M | +52.39% | +4.11% | +52.80% | |
| PETQ - PETIQ INC | New Purchase | 0.18% | $1.2M | ||||
| FAT - FAT BRANDS INC | Add 22% ($164.4K) | 0.14% | $899.9K | -37.13% | +9.31% | -27.59% | |
| AZZ - AZZ INC | Reduce 100% | 0.00% | $0.00 | ||||
| BV - BRIGHTVIEW HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CXW - CORECIVIC INC | Reduce 100% | 0.00% | $0.00 | ||||
| SHYF - SHYFT GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| MDXG - MIMEDX GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| BLBD - BLUE BIRD CORP | Reduce 100% | 0.00% | $0.00 | ||||
| DTC - SOLO BRANDS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CTKB - CYTEK BIOSCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||
| RPAY - REPAY HLDGS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| HOUS - ANYWHERE REAL ESTATE INC | Reduce 100% | 0.00% | $0.00 | ||||
| TMCI - TREACE MED CONCEPTS INC | Reduce 100% | 0.00% | $0.00 | ||||
| PENN - PENN ENTERTAINMENT INC | Reduce 100% | 0.00% | $0.00 | ||||
| LPSN - LIVEPERSON INC | Reduce 100% | 0.00% | $0.00 | ||||
| SEAT - VIVID SEATS INC | Reduce 100% | 0.00% | $0.00 | ||||
| YEXT - YEXT INC | Reduce 100% | 0.00% | $0.00 | ||||
| EOLS - EVOLUS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DOMO - DOMO INC | Reduce 100% | 0.00% | $0.00 | ||||
| LUNG - PULMONX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ROAD - CONSTRUCTION PARTNERS INC | Reduce 100% | 0.00% | $0.00 | ||||
| BOWL - BOWLERO CORP | Reduce 100% | 0.00% | $0.00 | ||||
| REAL - THE REALREAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| STIM - NEURONETICS INC | Reduce 100% | 0.00% | $0.00 | ||||
| MODG - TOPGOLF CALLAWAY BRANDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| HROW - HARROW INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| AGS - PLAYAGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SNBR - SLEEP NUMBER CORP | Reduce 100% | 0.00% | $0.00 | ||||