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Divisadero Street Capital Management, LP 13F Holdings
Holdings from the most recent 13F from Divisadero Street Capital Management, LP
Filed: 2024-05-15 (Q1 2024) | Holdings: 56 | Value: $427.2M | 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 |
| ANF - ABERCROMBIE & FITCH CO | Add 72% ($19.6M) | 10.97% | $46.9M | -28.10% | +20.55% | -42.22% | |
| SN - SHARKNINJA INC | Add 40% ($9.3M) | 7.57% | $32.4M | +60.49% | +25.02% | +40.12% | |
| RSI - RUSH STREET INTERACTIVE INC | Add 2466% ($30.2M) | 7.36% | $31.5M | +140.21% | +7.10% | +40.55% | |
| HIMS - HIMS & HERS HEALTH INC | Add 397% ($24.6M) | 7.20% | $30.8M | +222.27% | +12.65% | +367.46% | |
| UPWK - UPWORK INC | Add 169% ($19.2M) | 7.17% | $30.6M | +22.30% | -19.84% | +41.31% | |
| CVNA - CARVANA CO | Add 87% ($11.4M) | 5.76% | $24.6M | +197.28% | +29.55% | +149.16% | |
| SKIN - THE BEAUTY HEALTH COMPANY | Add 1099% ($19.8M) | 5.07% | $21.6M | -20.22% | -49.10% | -37.18% | |
| ZIMV - ZIMVIE INC | Add 617% ($18.0M) | 4.91% | $21.0M | +8.10% | +1.88% | -48.60% | |
| OPRX - OPTIMIZERX CORP | Add 66% ($7.6M) | 4.47% | $19.1M | +29.50% | -37.39% | -14.19% | |
| LFMD - LIFEMD INC | Reduce 8% $(1.6M) | 4.07% | $17.4M | -24.01% | -37.45% | +28.69% | |
| TALK - TALKSPACE INC | New Purchase | 2.30% | $9.8M | -3.11% | -39.10% | +3.11% | |
| BXC - BLUELINX HLDGS INC | Reduce 25% $(2.6M) | 1.83% | $7.8M | -20.90% | -10.85% | -33.40% | |
| GRPN - GROUPON INC | Reduce 60% $(11.8M) | 1.83% | $7.8M | +60.40% | -17.67% | +56.25% | |
| FLGT - FULGENT GENETICS INC | Add 151% ($4.5M) | 1.75% | $7.5M | -3.07% | +4.54% | -9.39% | |
| STIM - NEURONETICS INC | New Purchase | 1.72% | $7.3M | +38.21% | -54.47% | +71.54% | |
| NSSC - NAPCO SEC TECHNOLOGIES INC | Reduce 73% $(19.2M) | 1.70% | $7.3M | -29.26% | +23.95% | -38.20% | |
| LOCO - EL POLLO LOCO HLDGS INC | New Purchase | 1.69% | $7.2M | -3.78% | +18.74% | -14.23% | |
| YEXT - YEXT INC | New Purchase | 1.64% | $7.0M | +58.76% | -12.21% | +24.42% | |
| AZZ - AZZ INC | New Purchase | 1.64% | $7.0M | +50.19% | +1.16% | +19.43% | |
| BLBD - BLUE BIRD CORP | New Purchase | 1.52% | $6.5M | +3.06% | -10.66% | -23.94% | |
| TMDX - TRANSMEDICS GROUP INC | Add 31% ($1.3M) | 1.31% | $5.6M | -11.90% | +25.17% | -10.63% | |
| DOMO - DOMO INC | Add 121% ($2.7M) | 1.15% | $4.9M | +97.63% | +14.25% | +25.28% | |
| AHCO - ADAPTHEALTH CORP | New Purchase | 1.12% | $4.8M | -2.54% | +6.09% | -8.52% | |
| MOD - MODINE MFG CO | New Purchase | 1.11% | $4.8M | +28.77% | +0.34% | -4.11% | |
| XPOF - XPONENTIAL FITNESS INC | New Purchase | 1.11% | $4.7M | +0.00% | +54.66% | +4.32% | |
| RXST - RXSIGHT INC | Reduce 44% $(3.6M) | 1.09% | $4.6M | -85.52% | -17.62% | -77.86% | |
| EOLS - EVOLUS INC | Add 17% ($552.5K) | 0.89% | $3.8M | -41.77% | +8.79% | -26.46% | |
| PENN - PENN ENTERTAINMENT INC | New Purchase | 0.85% | $3.6M | +22.89% | +21.31% | +0.95% | |
| SNBR - SLEEP NUMBER CORP | New Purchase | 0.79% | $3.4M | -32.42% | -21.22% | -43.30% | |
| CTKB - CYTEK BIOSCIENCES INC | New Purchase | 0.77% | $3.3M | -31.63% | -9.56% | -56.01% | |
| AGS - PLAYAGS INC | Reduce 19% $(699.1K) | 0.68% | $2.9M | -1.31% | +6.38% | ||
| RPAY - REPAY HLDGS CORP | New Purchase | 0.59% | $2.5M | -44.79% | -19.77% | -60.08% | |
| INGN - INOGEN INC | New Purchase | 0.57% | $2.4M | -11.73% | +46.36% | -30.64% | |
| REAL - THE REALREAL INC | New Purchase | 0.56% | $2.4M | +66.52% | -42.23% | +19.91% | |
| MDXG - MIMEDX GROUP INC | Reduce 77% $(7.6M) | 0.54% | $2.3M | -9.75% | -22.72% | -12.96% | |
| LPSN - LIVEPERSON INC | Add 33% ($565.5K) | 0.53% | $2.3M | +34.09% | +66.71% | -2.36% | |
| BV - BRIGHTVIEW HLDGS INC | New Purchase | 0.52% | $2.2M | +11.71% | +10.66% | +22.82% | |
| LUNG - PULMONX CORP | Reduce 85% $(11.1M) | 0.45% | $1.9M | -81.73% | -28.97% | -62.92% | |
| SEAT - VIVID SEATS INC | New Purchase | 0.39% | $1.7M | -83.64% | -16.96% | -62.24% | |
| CXW - CORECIVIC INC | New Purchase | 0.37% | $1.6M | +40.09% | -14.29% | +47.51% | |
| TMCI - TREACE MED CONCEPTS INC | Reduce 93% $(21.3M) | 0.35% | $1.5M | +32.76% | +6.55% | +15.86% | |
| HROW - HARROW INC | PUT | New Purchase | 0.31% | $1.3M | |||
| MODG - TOPGOLF CALLAWAY BRANDS CORP | New Purchase | 0.26% | $1.1M | -37.07% | -26.63% | -54.87% | |
| FAT - FAT BRANDS INC | New Purchase | 0.26% | $1.1M | -35.75% | -2.99% | -12.39% | |
| ROAD - CONSTRUCTION PARTNERS INC | New Purchase | 0.24% | $1.0M | +111.91% | +9.08% | +77.72% | |
| AXGN - AXOGEN INC | New Purchase | 0.19% | $806.8K | +168.76% | +93.88% | +95.54% | |
| HOUS - ANYWHERE REAL ESTATE INC | New Purchase | 0.14% | $618.0K | +8.30% | -12.73% | -30.26% | |
| DTC - SOLO BRANDS INC | New Purchase | 0.13% | $563.8K | -86.95% | -28.50% | -95.24% | |
| SHYF - SHYFT GROUP INC | New Purchase | 0.10% | $411.0K | +4.23% | -20.77% | ||
| BOWL - BOWLERO CORP | New Purchase | 0.10% | $406.8K | -7.77% | -6.85% | -20.84% | |
| UDMY - UDEMY INC | Reduce 100% | 0.00% | $0.00 | ||||
| RVLV - REVOLVE GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| RDFN - REDFIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| STKL - SUNOPTA INC | Reduce 100% | 0.00% | $0.00 | ||||
| TAST - CARROLS RESTAURANT GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| TGLS - TECNOGLASS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SSTK - SHUTTERSTOCK INC | Reduce 100% | 0.00% | $0.00 | ||||
| AUGX - AUGMEDIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| BZH - BEAZER HOMES USA INC | Reduce 100% | 0.00% | $0.00 | ||||
| FVRR - FIVERR INTL LTD | Reduce 100% | 0.00% | $0.00 | ||||
| EVER - EVERQUOTE INC | Reduce 100% | 0.00% | $0.00 | ||||
| APLD - APPLIED DIGITAL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| FSS - FEDERAL SIGNAL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| FARO - FARO TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| FSLY - FASTLY INC | Reduce 100% | 0.00% | $0.00 | ||||
| DKNG - DRAFTKINGS INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| CHWY - CHEWY INC | Reduce 100% | 0.00% | $0.00 | ||||
| CELH - CELSIUS HLDGS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SMCI - SUPER MICRO COMPUTER INC | Reduce 100% | 0.00% | $0.00 | ||||
| CUTR - CUTERA INC | Reduce 100% | 0.00% | $0.00 | ||||
| KIDS - ORTHOPEDIATRICS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AYX - ALTERYX INC | Reduce 100% | 0.00% | $0.00 | ||||
| CCS - CENTURY CMNTYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| NRDY - NERDY INC | Reduce 100% | 0.00% | $0.00 | ||||
| ONEW - ONEWATER MARINE INC | Reduce 100% | 0.00% | $0.00 | ||||
| IWM - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| CLFD - CLEARFIELD INC | Reduce 100% | 0.00% | $0.00 | ||||