Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Divisadero Street Capital Management, LP (CIK 1901865) reported $2.39B across 113 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGHC ($176.3M, 7.37%), SGHC.WS ($157.0M, 6.56%), RSI ($139.8M, 5.84%), DAVE ($111.6M, 4.66%), CELH ($90.0M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGHC | SUPER GROUP SGHC LTD | $176.3M | 7.37% | 16.3M | Trimmed |
| 2 | SGHC.WS | SUPER GROUP SGHC LTD | $157.0M | 6.56% | 14.5M | New |
| 3 | RSI | RUSH STREET INTERACTIVE | $139.8M | 5.84% | 6.4M | Added |
| 4 | DAVE | DAVE INC | $111.6M | 4.66% | 640,840 | Trimmed |
| 5 | CELH | CELSIUS HLDGS | $90.0M | 3.76% | 2.5M | Added |
| 6 | CLS | CELESTICA INC | $86.1M | 3.60% | 305,816 | Added |
| 7 | DAVEW | DAVE INC | $84.4M | 3.53% | 485,000 | New |
| 8 | SEZL | SEZZLE INC | $83.0M | 3.47% | 1.3M | Added |
| 9 | SN | SHARKNINJA INC | $81.5M | 3.41% | 769,163 | Hold |
| 10 | OMDA | OMADA HEALTH INC | $74.0M | 3.09% | 5.9M | Added |
| 11 | CVNA | CARVANA CO | $71.2M | 2.98% | 226,636 | Added |
| 12 | FLYW | FLYWIRE CORP | $70.7M | 2.95% | 6.1M | Added |
| 13 | LITE | LUMENTUM HLDGS | $65.5M | 2.74% | 93,192 | Trimmed |
| 14 | APEI | AMERICAN PUBLIC EDUCATION | $59.8M | 2.50% | 1.1M | Trimmed |
| 15 | VSCO | VICTORIA'S SECRET & CO | $54.6M | 2.28% | 1.2M | Added |
| 16 | FIGS | FIGS INC | $47.2M | 1.97% | 3.2M | Trimmed |
| 17 | BULL | WEBULL CORP | $45.8M | 1.92% | 9.5M | Added |
| 18 | REAL | THE REALREAL INC | $39.4M | 1.65% | 4.3M | Added |
| 19 | BBW | BUILD-A-BEAR WORKSHOP | $38.4M | 1.60% | 1.0M | Trimmed |
| 20 | EAT | BRINKER INTERNATIONAL INC | $36.9M | 1.54% | 258,228 | New |
| 21 | AXGN | AXOGEN | $36.3M | 1.52% | 1.1M | Added |
| 22 | LINC | LINCOLN EDUCATIONAL SERVICES | $33.6M | 1.40% | 825,556 | New |
| 23 | ATRC | ATRICURE | $33.1M | 1.38% | 1.2M | New |
| 24 | XPEL | XPEL INC | $31.9M | 1.33% | 720,425 | New |
| 25 | WTTR | SELECT WATER SOLUTIONS INC | $29.1M | 1.22% | 1.9M | New |
Source: SEC Form 13F filings · as of 2026-03-31