Divisar Capital Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$355.9M
Holdings
26
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ONTOONTO INNOVATION INC | 212,403 | $33.5M | 9.42% | |
| 2 | LITELUMENTUM HLDGS INC | 87,029 | $32.1M | 9.01% | |
| 3 | ADTNADTRAN HOLDINGS INC | 2,986,302 | $25.9M | 7.29% | |
| 4 | PIIPOLARIS INC | 404,553 | $25.6M | 7.19% | |
| 5 | UCTTULTRA CLEAN HLDGS INC | 949,328 | $24.0M | 6.76% | |
| 6 | BCBRUNSWICK CORP | 308,770 | $22.9M | 6.44% | |
| 7 | KLICKULICKE & SOFFA INDS INC | 481,021 | $21.9M | 6.16% | |
| 8 | PDFSPDF SOLUTIONS INC | 759,815 | $21.7M | 6.09% | |
| 9 | CALXCALIX INC | 299,963 | $15.9M | 4.46% | |
| 10 | CMRCCOMMERCE.COM INC. | 3,776,896 | $15.6M | 4.37% | |
| 11 | OECORION S.A. | 2,742,356 | $14.5M | 4.07% | |
| 12 | MCFTMASTERCRAFT BOAT HLDGS INC | 726,876 | $13.7M | 3.86% | |
| 13 | MKSIMKS INC. | 77,501 | $12.4M | 3.48% | |
| 14 | LASRNLIGHT INC | 288,438 | $10.8M | 3.04% | |
| 15 | TTMITTM TECHNOLOGIES INC | 137,339 | $9.5M | 2.66% | |
| 16 | ANFABERCROMBIE & FITCH CO | 55,808 | $7.0M | 1.97% | |
| 17 | RXORXO INC | 555,009 | $7.0M | 1.97% | |
| 18 | ZM3ZUMIEZ INC | 259,102 | $6.7M | 1.90% | |
| 19 | QA4AGENTHERM INC | 158,972 | $5.8M | 1.62% | |
| 20 | BOXBOX INC | 188,049 | $5.6M | 1.58% | |
| 21 | COHUCOHU INC | 217,160 | $5.1M | 1.42% | |
| 22 | VERXVERTEX INC | 250,000 | $5.0M | 1.40% | |
| 23 | WEAVWEAVE COMMUNICATIONS INC | 580,497 | $4.4M | 1.24% | |
| 24 | FNFABRINET | 7,570 | $3.4M | 0.97% | |
| 25 | VIAVVIAVI SOLUTIONS INC | 190,805 | $3.4M | 0.96% | |
| 26 | SFIXSTITCH FIX INC | 457,585 | $2.4M | 0.67% |