Divisar Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$432.3M
Holdings
26
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADTNADTRAN HOLDINGS INC | 4,229,362 | $37.9M | 8.78% | |
| 2 | LITELUMENTUM HLDGS INC | 388,786 | $37.0M | 8.55% | |
| 3 | VMEO*VIMEO INC | 8,870,025 | $35.8M | 8.29% | |
| 4 | KLICKULICKE & SOFFA INDS INC | 967,289 | $33.5M | 7.74% | |
| 5 | UCTTULTRA CLEAN HLDGS INC | 1,417,034 | $32.0M | 7.40% | |
| 6 | PIIPOLARIS INC | 591,105 | $24.0M | 5.56% | |
| 7 | OECORION S.A. | 2,209,254 | $23.2M | 5.36% | |
| 8 | CMRCBIGCOMMERCE HLDGS INC | 4,560,325 | $22.8M | 5.27% | |
| 9 | LASRNLIGHT INC | 1,123,576 | $22.1M | 5.11% | |
| 10 | MCFTMASTERCRAFT BOAT HLDGS INC | 1,178,640 | $21.9M | 5.07% | |
| 11 | BCBRUNSWICK CORP | 381,758 | $21.1M | 4.88% | |
| 12 | CALXCALIX INC | 351,445 | $18.7M | 4.32% | |
| 13 | PDFSPDF SOLUTIONS INC | 611,387 | $13.1M | 3.02% | |
| 14 | ONTOONTO INNOVATION INC | 114,088 | $11.5M | 2.66% | |
| 15 | OLOGBXOLO INC | 1,285,131 | $11.4M | 2.65% | |
| 16 | ZM3ZUMIEZ INC | 861,879 | $11.4M | 2.64% | |
| 17 | RXORXO INC | 675,942 | $10.6M | 2.46% | |
| 18 | ANFABERCROMBIE & FITCH CO | 119,352 | $9.9M | 2.29% | |
| 19 | SFIXSTITCH FIX INC | 2,410,556 | $8.9M | 2.06% | |
| 20 | COHUCOHU INC | 329,894 | $6.3M | 1.47% | |
| 21 | MKSIMKS INC. | 52,000 | $5.2M | 1.19% | |
| 22 | BOXBOX INC | 131,743 | $4.5M | 1.04% | |
| 23 | FNFABRINET | 10,041 | $3.0M | 0.68% | |
| 24 | CIVICIVITAS RESOURCES INC | 103,082 | $2.8M | 0.66% | |
| 25 | NVRIENVIRI CORP | 289,841 | $2.5M | 0.58% | |
| 26 | SQNSSEQUANS COMMUNICATIONS S A | 761,666 | $1.1M | 0.26% |