DIVISADERO STREET CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TPB | 974K | $96.30M |
 | DAVE | 925K | $184.45M |
 | JILL | 867K | $14.87M |
 | LOCO | 838K | $8.13M |
 | CELH | 781K | $44.87M |
 | SN | 774K | $79.88M |
 | COMP | 750K | $6.02M |
 | BVS | 696K | $4.65M |
 | ARLO | 692K | $11.72M |
 | PTON | 683K | $6.15M |
 | FOXF | 666K | $16.17M |
 | HZO | 656K | $16.62M |
 | IMAX | 640K | $20.98M |
 | LWAY | 630K | $17.49M |
 | KRUS | 582K | $34.59M |
 | GENI | 546K | $6.76M |
 | DCTH | 476K | $5.12M |
 | HIMS | 465K | $26.38M |
 | CALX | 454K | $27.85M |
 | SRTS | 453K | $1.42M |
Turning Point Brands, Inc.
TPB
Shares Held
974K
Value
$96.30M
Dave Inc.
DAVE
Shares Held
925K
Value
$184.45M
J.Jill, Inc.
JILL
Shares Held
867K
Value
$14.87M
El Pollo Loco Holdings, Inc.
LOCO
Shares Held
838K
Value
$8.13M
Celsius Holdings, Inc.
CELH
Shares Held
781K
Value
$44.87M
SharkNinja, Inc.
SN
Shares Held
774K
Value
$79.88M
Compass, Inc.
COMP
Shares Held
750K
Value
$6.02M
Bioventus Inc.
BVS
Shares Held
696K
Value
$4.65M
Arlo Technologies, Inc.
ARLO
Shares Held
692K
Value
$11.72M
Peloton Interactive, Inc.
PTON
Shares Held
683K
Value
$6.15M
Fox Factory Holding Corp.
FOXF
Shares Held
666K
Value
$16.17M
MarineMax, Inc.
HZO
Shares Held
656K
Value
$16.62M
IMAX Corporation
IMAX
Shares Held
640K
Value
$20.98M
Lifeway Foods, Inc.
LWAY
Shares Held
630K
Value
$17.49M
Kura Sushi USA, Inc.
KRUS
Shares Held
582K
Value
$34.59M
Genius Sports Limited
GENI
Shares Held
546K
Value
$6.76M
Delcath Systems, Inc.
DCTH
Shares Held
476K
Value
$5.12M
Hims & Hers Health, Inc.
HIMS
Shares Held
465K
Value
$26.38M
Calix, Inc.
CALX
Shares Held
454K
Value
$27.85M
Sensus Healthcare, Inc.
SRTS
Shares Held
453K
Value
$1.42M