DIVISAR CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADTN | 3.21M | $30.14M |
 | OEC | 2.45M | $18.57M |
 | VMEO | 1.24M | $9.61M |
 | UCTT | 1.05M | $28.68M |
 | MCFT | 860K | $18.47M |
 | SFIX | 782K | $3.40M |
 | ZUMZ | 696K | $13.64M |
 | PDFS | 684K | $17.66M |
 | KLIC | 631K | $25.64M |
 | LASR | 575K | $17.05M |
 | RXO | 536K | $8.24M |
 | PII | 448K | $26.04M |
 | BC | 318K | $20.11M |
 | CALX | 244K | $14.98M |
 | COHU | 240K | $4.88M |
 | LITE | 204K | $33.18M |
 | ONTO | 175K | $22.62M |
 | BOX | 162K | $5.22M |
 | VIAV | 100K | $1.27M |
 | ANF | 81K | $6.97M |
ADTRAN Holdings, Inc.
ADTN
Shares Held
3.21M
Value
$30.14M
Orion Engineered Carbons S.A.
OEC
Shares Held
2.45M
Value
$18.57M
Vimeo, Inc.
VMEO
Shares Held
1.24M
Value
$9.61M
Ultra Clean Holdings, Inc.
UCTT
Shares Held
1.05M
Value
$28.68M
MasterCraft Boat Holdings, Inc.
MCFT
Shares Held
860K
Value
$18.47M
Stitch Fix, Inc.
SFIX
Shares Held
782K
Value
$3.40M
Zumiez Inc.
ZUMZ
Shares Held
696K
Value
$13.64M
PDF Solutions, Inc.
PDFS
Shares Held
684K
Value
$17.66M
Kulicke and Soffa Industries, Inc.
KLIC
Shares Held
631K
Value
$25.64M
nLIGHT, Inc.
LASR
Shares Held
575K
Value
$17.05M
RXO, Inc.
RXO
Shares Held
536K
Value
$8.24M
Polaris Inc.
PII
Shares Held
448K
Value
$26.04M
Brunswick Corporation
BC
Shares Held
318K
Value
$20.11M
Calix, Inc.
CALX
Shares Held
244K
Value
$14.98M
Cohu, Inc.
COHU
Shares Held
240K
Value
$4.88M
Lumentum Holdings Inc.
LITE
Shares Held
204K
Value
$33.18M
Onto Innovation Inc.
ONTO
Shares Held
175K
Value
$22.62M
Box, Inc.
BOX
Shares Held
162K
Value
$5.22M
Viavi Solutions Inc.
VIAV
Shares Held
100K
Value
$1.27M
Abercrombie & Fitch Co.
ANF
Shares Held
81K
Value
$6.97M