2026 Q1 Portfolio Activity
In 2026 Q1, Divisadero Street Capital Management, LP maintained a portfolio of 136 distinct positions. The most significant new addition was BRINKER INTERNATIONAL INC, now representing 1.54% of the total fund value. They heavily accumulated shares in SUPER GROUP SGHC LTD, increasing the position by 797.2%. The fund also reduced its exposure to INDIVIOR PLC by 81.3%.
Position History
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Total Positions
136
Quarter
2026 Q1
Top Holding
SGHC (7.4%)
Top 10 Concentration
45.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 136
Divisadero Street Capital Management, LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SGHC
SUPER GROUP SGH...
|
Consumer Cyclical | 7.37% | 6.56% |
#1
2
Prev: #3
|
7.4 |
—
|
4,583,842 | 39.0% |
P
S
|
16,325,471 | $176,315,087 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
CALL
SUPER GROUP SGH...
|
|
CALL Option | 6.56% | — |
#2
Prev: #—
|
7.6 |
—
|
14,537,600 | — |
NEW
|
14,537,600 | $157,006,080 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
RSI
RUSH STREET INT...
|
Consumer Cyclical | 5.84% | 2.55% |
#3
12
Prev: #15
|
6.3 |
—
|
3,625,475 | 129.4% |
P
S
|
6,426,679 | $139,780,268 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DAVE
DAVE INC
|
Technology | 4.66% | 2.71% |
#4
9
Prev: #13
|
5.4 |
—
|
379,232 | 145.0% |
P
S
|
640,840 | $111,563,836 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CELH
CELSIUS HLDGS
|
Consumer Defensive | 3.76% | 3.47% |
#5
5
Prev: #10
|
5.0 |
—
|
915,098 | 56.5% |
P
S
|
2,535,310 | $89,952,799 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLS
CELESTICA INC
|
Technology | 3.60% | 2.42% |
#6
10
Prev: #16
|
4.4 |
—
|
130,804 | 74.7% |
P
S
|
305,816 | $86,142,251 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
CALL
DAVE INC
|
|
CALL Option | 3.53% | — |
#7
Prev: #—
|
4.9 |
—
|
485,000 | — |
NEW
|
485,000 | $84,433,650 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
SEZL
SEZZLE INC
|
Financial Services | 3.47% | 3.33% |
#8
3
Prev: #11
|
3.4 |
—
|
188,388 | 16.8% |
P
S
|
1,311,614 | $83,012,050 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 3.41% | 4.03% |
#9
2
Prev: #7
|
2.4 |
—
|
no change | no change |
P
S
|
769,163 | $81,454,362 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OMDA
OMADA HEALTH IN...
|
Healthcare | 3.09% | 0.35% |
#10
37
Prev: #47
|
4.2 |
—
|
5,418,118 | 1153.8% |
P
S
|
5,887,715 | $74,008,578 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 2.98% | 4.31% |
#11
5
Prev: #6
|
1.7 |
—
|
8,447 | 3.9% |
P
S
|
226,636 | $71,249,826 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FLYW
FLYWIRE CORP
|
Technology | 2.95% | 3.83% |
#12
4
Prev: #8
|
1.7 |
—
|
284,132 | 4.9% |
P
S
|
6,070,594 | $70,661,714 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LITE
LUMENTUM HLDGS
|
Technology | 2.74% | 2.04% |
#13
6
Prev: #19
|
1.1 |
—
|
-24,993 | -21.1% |
P
S
|
93,192 | $65,491,610 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APEI
AMERICAN PUBLIC...
|
Consumer Defensive | 2.50% | 2.96% |
#14
2
Prev: #12
|
1.0 |
—
|
-619,489 | -37.1% |
P
S
|
1,052,069 | $59,841,685 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VSCO
VICTORIA'S SECR...
|
Consumer Cyclical | 2.28% | 1.25% |
#15
11
Prev: #26
|
3.9 |
—
|
684,762 | 138.8% |
P
S
|
1,178,175 | $54,620,193 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIGS
FIGS INC
|
Consumer Cyclical | 1.97% | 2.34% |
#16
1
Prev: #17
|
0.8 |
—
|
-1,214,236 | -27.5% |
P
S
|
3,196,396 | $47,210,769 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BULL
WEBULL CORP
|
Technology | 1.92% | 0.29% |
#17
34
Prev: #51
|
3.8 |
—
|
8,748,219 | 1093.5% |
P
S
|
9,548,219 | $45,831,451 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
REAL
THE REALREAL IN...
|
Consumer Cyclical | 1.65% | 2.33% |
#18
Prev: #18
|
3.2 |
—
|
1,192,314 | 37.8% |
P
S
|
4,342,757 | $39,432,234 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBW
BUILD-A-BEAR WO...
|
Consumer Cyclical | 1.60% | 3.59% |
#19
10
Prev: #9
|
1.1 |
—
|
-226,254 | -18.1% |
P
S
|
1,024,970 | $38,385,127 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EAT
BRINKER INTERNA...
|
Consumer Cyclical | 1.54% | — |
#20
Prev: #—
|
4.1 |
—
|
258,228 | — |
NEW
|
258,228 | $36,867,212 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AXGN
AXOGEN
|
Healthcare | 1.52% | 0.77% |
#21
9
Prev: #30
|
3.6 |
—
|
592,059 | 117.5% |
P
S
|
1,095,881 | $36,306,538 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LINC
LINCOLN EDUCATI...
|
Consumer Defensive | 1.40% | — |
#22
Prev: #—
|
4.1 |
—
|
825,556 | — |
NEW
|
825,556 | $33,583,618 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ATRC
ATRICURE
|
Healthcare | 1.38% | — |
#23
Prev: #—
|
4.1 |
—
|
1,159,955 | — |
NEW
|
1,159,955 | $33,093,516 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XPEL
XPEL INC
|
Consumer Cyclical | 1.33% | — |
#24
Prev: #—
|
4.0 |
—
|
720,425 | — |
NEW
|
720,425 | $31,886,011 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WTTR
SELECT WATER SO...
|
Energy | 1.22% | — |
#25
Prev: #—
|
4.0 |
—
|
1,901,651 | — |
NEW
|
1,901,651 | $29,095,260 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LWAY
LIFEWAY FOODS I...
|
Consumer Defensive | 1.14% | 1.53% |
#26
3
Prev: #23
|
1.0 |
—
|
61,133 | 4.5% |
P
S
|
1,408,768 | $27,245,573 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LRN
STRIDE
|
Consumer Defensive | 1.14% | — |
#27
Prev: #—
|
4.0 |
—
|
308,500 | — |
NEW
|
308,500 | $27,200,445 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TPB
TURNING POINT B...
|
Consumer Defensive | 1.07% | 2.69% |
#28
14
Prev: #14
|
0.4 |
—
|
-235,636 | -44.4% |
P
S
|
295,578 | $25,653,215 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COMP
COMPASS
|
Real Estate | 1.04% | 0.62% |
#29
5
Prev: #34
|
3.4 |
—
|
2,139,927 | 171.2% |
P
S
|
3,389,927 | $24,780,366 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HNGE
HINGE HEALTH IN...
|
Healthcare | 0.92% | 0.05% |
#30
45
Prev: #75
|
3.4 |
—
|
546,020 | 2216.1% |
P
S
|
570,659 | $22,004,611 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PRCT
PROCEPT BIOROBO...
|
Healthcare | 0.91% | — |
#31
Prev: #—
|
3.9 |
—
|
866,338 | — |
NEW
|
866,338 | $21,667,113 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CTRN
CITI TRENDS INC
|
Consumer Cyclical | 0.89% | 0.39% |
#32
11
Prev: #43
|
3.4 |
—
|
290,939 | 143.2% |
P
S
|
494,046 | $21,402,073 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TREE
LENDINGTREE INC
|
Financial Services | 0.84% | — |
#33
Prev: #—
|
3.8 |
—
|
469,269 | — |
NEW
|
469,269 | $20,122,255 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADPT
ADAPTIVE BIOTEC...
|
Healthcare | 0.77% | 0.27% |
#34
18
Prev: #52
|
3.3 |
—
|
957,317 | 264.9% |
P
S
|
1,318,661 | $18,303,015 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EYE
NATIONAL VISION...
|
Consumer Cyclical | 0.75% | 0.42% |
#35
6
Prev: #41
|
3.3 |
—
|
344,187 | 97.8% |
P
S
|
696,032 | $18,027,229 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KRUS
KURA SUSHI USA ...
|
Consumer Cyclical | 0.73% | — |
#36
Prev: #—
|
3.8 |
—
|
248,812 | — |
NEW
|
248,812 | $17,364,589 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RELY
REMITLY GLOBAL
|
Technology | 0.69% | 0.04% |
#37
41
Prev: #78
|
3.3 |
—
|
992,094 | 1614.1% |
P
S
|
1,053,557 | $16,509,238 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
INDV
INDIVIOR PHARMA...
|
Healthcare | 0.66% | 4.67% |
#38
34
Prev: #4
|
0.3 |
—
|
-2,263,703 | -81.3% |
P
S
|
521,083 | $15,882,610 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CODI
COMPASS DIVERSI...
|
Bond/Debt | 0.63% | — |
#39
Prev: #—
|
3.8 |
—
|
1,930,254 | — |
NEW
|
1,930,254 | $15,171,796 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CALX
CALIX
|
Technology | 0.63% | — |
#40
Prev: #—
|
3.8 |
—
|
305,670 | — |
NEW
|
305,670 | $14,974,773 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
CALL
PROCEPT BIOROBO...
|
|
CALL Option | 0.60% | — |
#41
Prev: #—
|
3.7 |
—
|
574,100 | — |
NEW
|
574,100 | $14,358,241 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
VCEL
VERICEL CORPORA...
|
Healthcare | 0.57% | 0.38% |
#42
2
Prev: #44
|
3.2 |
—
|
197,178 | 87.6% |
P
S
|
422,178 | $13,581,466 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WLDN
WILLDAN GROUP
|
Industrials | 0.53% | 1.45% |
#43
18
Prev: #25
|
0.2 |
—
|
-133,945 | -44.8% |
P
S
|
164,987 | $12,631,405 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSEM
TOWER SEMICONDU...
|
Technology | 0.51% | — |
#44
Prev: #—
|
3.7 |
—
|
70,000 | — |
NEW
|
70,000 | $12,283,600 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EZPW
EZCORP INC
|
Financial Services | 0.49% | 0.13% |
#45
17
Prev: #62
|
3.2 |
—
|
320,351 | 231.3% |
P
S
|
458,856 | $11,645,765 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CECO
CECO ENVIRONMEN...
|
Industrials | 0.47% | — |
#46
Prev: #—
|
3.7 |
—
|
187,600 | — |
NEW
|
187,600 | $11,177,208 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.45% | — |
#47
Prev: #—
|
3.7 |
—
|
35,000 | — |
NEW
|
35,000 | $10,832,850 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HIMS
HIMS & HERS HEA...
|
Healthcare | 0.41% | 0.71% |
#48
16
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
469,833 | $9,753,733 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AS
AMER SPORTS INC
|
Consumer Cyclical | 0.40% | 4.35% |
#49
44
Prev: #5
|
0.2 |
—
|
-2,198,061 | -88.2% |
P
S
|
292,784 | $9,638,449 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PGNY
PROGYNY INC
|
Healthcare | 0.40% | 0.44% |
#50
10
Prev: #40
|
3.2 |
—
|
199,985 | 55.0% |
P
S
|
563,609 | $9,570,081 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 136 holdings