DIVISAR CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OEC | 3.57M | $23.19M |
 | WEAV | 1.84M | $8.50M |
 | ADTN | 1.77M | $22.26M |
 | VERX | 1.20M | $14.22M |
 | RXO | 1.05M | $15.39M |
 | MCFT | 692K | $14.20M |
 | BOX | 638K | $15.08M |
 | PDFS | 623K | $20.39M |
 | PII | 478K | $26.04M |
 | UCTT | 420K | $26.12M |
 | BC | 350K | $25.45M |
 | CALX | 340K | $16.66M |
 | KLIC | 317K | $20.83M |
 | ZUMZ | 289K | $6.41M |
 | DIN | 242K | $6.36M |
 | ONTO | 193K | $39.63M |
 | THRM | 159K | $4.42M |
 | VIAV | 131K | $4.37M |
 | TTMI | 127K | $12.34M |
 | LASR | 88K | $5.04M |
Orion S.A.
OEC
Shares Held
3.57M
Value
$23.19M
Weave Communications, Inc.
WEAV
Shares Held
1.84M
Value
$8.50M
ADTRAN Holdings Inc.
ADTN
Shares Held
1.77M
Value
$22.26M
Vertex, Inc.
VERX
Shares Held
1.20M
Value
$14.22M
RXO, Inc.
RXO
Shares Held
1.05M
Value
$15.39M
MasterCraft Boat Holdings, Inc.
MCFT
Shares Held
692K
Value
$14.20M
Box, Inc.
BOX
Shares Held
638K
Value
$15.08M
PDF Solutions, Inc.
PDFS
Shares Held
623K
Value
$20.39M
Polaris Inc.
PII
Shares Held
478K
Value
$26.04M
Ultra Clean Holdings, Inc.
UCTT
Shares Held
420K
Value
$26.12M
Brunswick Corporation
BC
Shares Held
350K
Value
$25.45M
Calix, Inc.
CALX
Shares Held
340K
Value
$16.66M
Kulicke and Soffa Industries, Inc.
KLIC
Shares Held
317K
Value
$20.83M
Zumiez Inc.
ZUMZ
Shares Held
289K
Value
$6.41M
Dine Brands Global, Inc.
DIN
Shares Held
242K
Value
$6.36M
Onto Innovation Inc.
ONTO
Shares Held
193K
Value
$39.63M
Gentherm Incorporated
THRM
Shares Held
159K
Value
$4.42M
Viavi Solutions Inc.
VIAV
Shares Held
131K
Value
$4.37M
TTM Technologies, Inc.
TTMI
Shares Held
127K
Value
$12.34M
nLIGHT, Inc.
LASR
Shares Held
88K
Value
$5.04M