Divisadero Street Capital Management, LP
CIK: 0001901865SEC EDGAR →
Portfolio Value
$2.1T
Holdings
88
As of
Q4 2025
New Positions
45
Closed Positions
10
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SGHCCall SUPER GROUP SGHC LIMITED | 24,128,529 | $288.3B | 13.49% |
| 2 | DAVECall DAVE INC | 986,708 | $218.5B | 10.22% |
| 3 | CELHCall CELSIUS HLDGS INC | 2,530,212 | $115.7B | 5.41% |
| 4 | — INDIVIOR PLC | 2,784,786 | $99.9B | 4.67% |
| 5 | AMER SPORTS INC | 2,490,845 | $93.0B | 4.35% |
| 6 | CARVANA CO | 218,189 | $92.1B | 4.31% |
| 7 | SHARKNINJA INC | 769,163 | $86.1B | 4.03% |
| 8 | RSICall RUSH STREET INTERACTIVE INC | 4,411,304 | $85.7B | 4.01% |
| 9 | FLYWIRE CORPORATION | 5,786,462 | $81.9B | 3.83% |
| 10 | BUILD-A-BEAR WORKSHOP INC | 1,251,224 | $76.7B | 3.59% |
Quarterly Changes
New Positions (18)
$218.5B · 987K shares
$115.7B · 2.5M shares
$16.2B · 370K shares
$14.8B · 1.6M shares
$13.0B · 82K shares
$12.3B · 68K shares
$11.0B · 662K shares
$9.3B · 364K shares
$8.1B · 225K shares
$6.2B · 800K shares
$5.9B · 361K shares
$5.8B · 337K shares
$4.1B · 189K shares
$3.2B · 125K shares
$3.1B · 13K shares
$1.2B · 40K shares
$1.1B · 127K shares
$704.0M · 29K shares
Closed Positions (95)
$184.5B · 925K shares
$55.9B · 375K shares
$44.9B · 781K shares
$43.7B · 2.6M shares
$41.1B · 3.7M shares
$34.6B · 582K shares
$34.1B · 269K shares
$33.9B · 126K shares
$32.7B · 2.5M shares
$27.9B · 454K shares
$24.0B · 155K shares
$21.5B · 234K shares
$21.2B · 2.5M shares
$20.5B · 56K shares
$16.8B · 184K shares
$16.6B · 656K shares
$13.8B · 417K shares
$13.6B · 1.0M shares
$12.4B · 417K shares
$11.1B · 78K shares
$10.8B · 1.4M shares
$10.0B · 136K shares
$8.9B · 104K shares
$8.5B · 2.8M shares
$7.9B · 73K shares
$7.7B · 150K shares
$7.7B · 80K shares
$7.7B · 316K shares
$7.4B · 366K shares
$6.8B · 20K shares
$6.8B · 546K shares
$6.5B · 298K shares
$6.2B · 683K shares
$6.1B · 148K shares
$5.7B · 119K shares
$5.3B · 57K shares
$5.1B · 240K shares
$5.0B · 100K shares
$4.7B · 175K shares
$4.3B · 38K shares
$4.3B · 188K shares
$4.2B · 1.1M shares
$4.2B · 112K shares
$3.9B · 134K shares
$3.9B · 176K shares
$3.8B · 183K shares
$3.6B · 247K shares
$3.6B · 158K shares
$3.4B · 10K shares
$3.4B · 288K shares
$3.3B · 406K shares
$3.3B · 95K shares
$3.1B · 56K shares
$3.0B · 149K shares
$3.0B · 293K shares
$2.9B · 158K shares
$2.9B · 369K shares
$2.4B · 388K shares
$2.2B · 82K shares
$2.1B · 175K shares
$2.0B · 100K shares
$1.9B · 215K shares
$1.9B · 22K shares
$1.9B · 68K shares
$1.6B · 223K shares
$1.5B · 7K shares
$1.4B · 97K shares
$1.3B · 166K shares
$1.1B · 57K shares
$1.1B · 35K shares
$933.0M · 100K shares
$890.9M · 25K shares
$820.9M · 232K shares
$743.9M · 37K shares
$638.2M · 11K shares
$636.4M · 4K shares
$610.2M · 386K shares
$589.0M · 69K shares
$535.0M · 50K shares
$529.9M · 7K shares
$458.6M · 73K shares
$433.8M · 67K shares
$382.2M · 33K shares
$334.0M · 97K shares
$289.7M · 17K shares
$286.9M · 104K shares
$269.3M · 3K shares
$225.0M · 2K shares
$210.1M · 6K shares
$208.1M · 4K shares
$202.7M · 2K shares
$181.8M · 13K shares
$180.3M · 116K shares
$118.4M · 13K shares
$108.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 29 | $933.3B | 43.7% |
| Technology | 13 | $452.4B | 21.2% |
| Consumer Defensive | 7 | $232.4B | 10.9% |
| Unknown | 8 | $221.0B | 10.3% |
| Healthcare | 19 | $126.1B | 5.9% |
| Financial Services | 4 | $103.1B | 4.8% |
| Industrials | 4 | $44.8B | 2.1% |
| Communication Services | 3 | $18.9B | 0.9% |
| Energy | 1 | $5.8B | 0.3% |