DIVISAR CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADTN | 2.99M | $25.95M |
 | OEC | 2.74M | $14.48M |
 | UCTT | 949K | $24.05M |
 | PDFS | 760K | $21.68M |
 | MCFT | 727K | $13.75M |
 | WEAV | 580K | $4.41M |
 | RXO | 555K | $7.02M |
 | KLIC | 481K | $21.92M |
 | SFIX | 458K | $2.40M |
 | PII | 405K | $25.59M |
 | BC | 309K | $22.92M |
 | CALX | 300K | $15.88M |
 | LASR | 288K | $10.82M |
 | ZUMZ | 259K | $6.75M |
 | VERX | 250K | $4.99M |
 | COHU | 217K | $5.05M |
 | ONTO | 212K | $33.53M |
 | VIAV | 191K | $3.40M |
 | BOX | 188K | $5.62M |
 | THRM | 159K | $5.78M |
ADTRAN Holdings, Inc.
ADTN
Shares Held
2.99M
Value
$25.95M
Orion Engineered Carbons S.A.
OEC
Shares Held
2.74M
Value
$14.48M
Ultra Clean Holdings, Inc.
UCTT
Shares Held
949K
Value
$24.05M
PDF Solutions, Inc.
PDFS
Shares Held
760K
Value
$21.68M
MasterCraft Boat Holdings, Inc.
MCFT
Shares Held
727K
Value
$13.75M
Weave Communications, Inc.
WEAV
Shares Held
580K
Value
$4.41M
RXO, Inc.
RXO
Shares Held
555K
Value
$7.02M
Kulicke and Soffa Industries, Inc.
KLIC
Shares Held
481K
Value
$21.92M
Stitch Fix, Inc.
SFIX
Shares Held
458K
Value
$2.40M
Polaris Inc.
PII
Shares Held
405K
Value
$25.59M
Brunswick Corporation
BC
Shares Held
309K
Value
$22.92M
Calix, Inc.
CALX
Shares Held
300K
Value
$15.88M
nLIGHT, Inc.
LASR
Shares Held
288K
Value
$10.82M
Zumiez Inc.
ZUMZ
Shares Held
259K
Value
$6.75M
Vertex, Inc.
VERX
Shares Held
250K
Value
$4.99M
Cohu, Inc.
COHU
Shares Held
217K
Value
$5.05M
Onto Innovation Inc.
ONTO
Shares Held
212K
Value
$33.53M
Viavi Solutions Inc.
VIAV
Shares Held
191K
Value
$3.40M
Box, Inc.
BOX
Shares Held
188K
Value
$5.62M
Gentherm Incorporated
THRM
Shares Held
159K
Value
$5.78M