Divisar Capital Management LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$367.6M

Holdings

25

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (25 positions)

#StockSharesValue% PortfolioType
1
LITELUMENTUM HLDGS INC
203,915$33.2M9.03%
2
ADTNADTRAN HOLDINGS INC
3,213,090$30.1M8.20%
3
UCTTULTRA CLEAN HLDGS INC
1,052,554$28.7M7.80%
4
PIIPOLARIS INC
447,905$26.0M7.08%
5
KLICKULICKE & SOFFA INDS INC
630,833$25.6M6.97%
6
CMRCCOMMERCE.COM INC.
4,610,948$23.0M6.26%
7
ONTOONTO INNOVATION INC
175,088$22.6M6.15%
8
BCBRUNSWICK CORP
317,992$20.1M5.47%
9
OECORION S.A.
2,450,414$18.6M5.05%
10
MCFTMASTERCRAFT BOAT HLDGS INC
860,495$18.5M5.02%
11
PDFSPDF SOLUTIONS INC
684,082$17.7M4.80%
12
LASRNLIGHT INC
575,443$17.1M4.64%
13
CALXCALIX INC
244,088$15.0M4.08%
14
ZM3ZUMIEZ INC
695,737$13.6M3.71%
15
VMEO*VIMEO INC
1,239,652$9.6M2.61%
16
RXORXO INC
535,942$8.2M2.24%
17
MKSIMKS INC.
62,000$7.7M2.09%
18
ANFABERCROMBIE & FITCH CO
81,424$7.0M1.89%
19
BOXBOX INC
161,743$5.2M1.42%
20
COHUCOHU INC
239,894$4.9M1.33%
21
TTMITTM TECHNOLOGIES INC
66,004$3.8M1.03%
22
NVRIENVIRI CORP
289,841$3.7M1.00%
23
SFIXSTITCH FIX INC
781,581$3.4M0.92%
24
FNFABRINET
8,370$3.1M0.83%
25
VIAVVIAVI SOLUTIONS INC
100,000$1.3M0.35%