Divisadero Street Capital Management, LP quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Divisadero Street Capital Management, LP opened 63 positions, added to 32, reduced 25, sold out of 37 and left 18 unchanged. The largest increase in value was CVNA (+$202,799,247); the largest decrease was RSI (-$139,780,268).
- CVNA: Country of operation United States; Class CL A; Shares 2026-03-31 226,636; Shares 2026-06-30 4,163,614.
- SEZL: Country of operation United States; Class COM; Shares 2026-03-31 1,311,614; Shares 2026-06-30 1,649,531.
- HIMS: Country of operation United States; Class COM CL A; Shares 2026-03-31 469,833; Shares 2026-06-30 6,009,505.
- DAVE: Country of operation United States; Class CLASS A COM NEW; Shares 2026-03-31 640,840; Shares 2026-06-30 699,366.
Two Form 13F-HR filings compared (SEC CIK 1901865): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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CVNA
CARVANA CO | United States | CL A | 226,636 | 4,163,614 | +3,936,978 | $71,249,826 | $274,049,073 | +$202,799,247 |
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SEZL
SEZZLE INC | United States | COM | 1,311,614 | 1,649,531 | +337,917 | $83,012,050 | $283,109,006 | +$200,096,956 |
|---|
HIMS
HIMS & HERS HEALTH INC | United States | COM CL A | 469,833 | 6,009,505 | +5,539,672 | $9,753,733 | $208,349,538 | +$198,595,805 |
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DAVE
DAVE INC | United States | CLASS A COM NEW | 640,840 | 699,366 | +58,526 | $111,563,836 | $260,576,778 | +$149,012,942 |
|---|
CECO
CECO ENVIRONMENTAL CORP | United States | COM | 187,600 | 1,329,817 | +1,142,217 | $11,177,208 | $120,667,595 | +$109,490,387 |
|---|
SGHC
SUPER GROUP SGHC LIMITED | Guernsey | ORD SHS | 16,325,471 | 20,114,259 | +3,788,788 | $176,315,087 | $272,548,209 | +$96,233,122 |
|---|
COMP
COMPASS INC | United States | CL A | 3,389,927 | 9,505,505 | +6,115,578 | $24,780,366 | $117,202,877 | +$92,422,511 |
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WLDN
WILLDAN GROUP INC | United States | COM | 164,987 | 1,324,293 | +1,159,306 | $12,631,405 | $104,751,576 | +$92,120,171 |
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HNGE
HINGE HEALTH INC | United States | CL A | 570,659 | 1,290,623 | +719,964 | $22,004,611 | $107,121,709 | +$85,117,098 |
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CLS
CELESTICA INC | | COM | 305,816 | 461,397 | +155,581 | $86,142,251 | $168,317,626 | +$82,175,375 |
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TPB
TURNING PT BRANDS INC | United States | COM | 295,578 | 1,265,303 | +969,725 | $25,653,215 | $107,310,347 | +$81,657,132 |
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REAL
THE REALREAL INC | United States | COM | 4,342,757 | 9,198,248 | +4,855,491 | $39,432,234 | $108,447,344 | +$69,015,110 |
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RELY
REMITLY GLOBAL INC | United States | COM | 1,053,557 | 3,719,086 | +2,665,529 | $16,509,238 | $83,344,717 | +$66,835,479 |
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SN
SHARKNINJA INC | United States | COM SHS | 769,163 | 819,163 | +50,000 | $81,454,362 | $124,733,950 | +$43,279,588 |
|---|
AS
AMER SPORTS INC | Cayman Islands | COM SHS | 292,784 | 1,520,280 | +1,227,496 | $9,638,449 | $51,446,275 | +$41,807,826 |
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GRPN
GROUPON INC | United States | COM NEW | 444,965 | 1,845,838 | +1,400,873 | $5,295,084 | $44,410,862 | +$39,115,778 |
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LWAY
LIFEWAY FOODS INC | United States | COM | 1,408,768 | 2,101,540 | +692,772 | $27,245,573 | $62,709,954 | +$35,464,381 |
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LITE
LUMENTUM HLDGS INC | United States | COM | 93,192 | 108,188 | +14,996 | $65,491,610 | $92,831,795 | +$27,340,185 |
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FSLY
FASTLY INC | United States | CL A | 225,000 | 1,694,262 | +1,469,262 | $6,538,500 | $31,106,650 | +$24,568,150 |
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TDUP
THREDUP INC | United States | CL A | 993,949 | 3,628,206 | +2,634,257 | $3,260,153 | $24,853,211 | +$21,593,058 |
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CTRN
CITI TRENDS INC | United States | COM | 494,046 | 705,451 | +211,405 | $21,402,073 | $40,803,286 | +$19,401,213 |
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EYE
NATIONAL VISION HLDGS INC | United States | COM | 696,032 | 1,899,450 | +1,203,418 | $18,027,229 | $36,108,545 | +$18,081,316 |
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RVLV
REVOLVE GROUP INC | United States | CL A | 13,776 | 708,216 | +694,440 | $311,475 | $16,211,064 | +$15,899,589 |
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VITL
VITAL FARMS INC | United States | COM | 551,855 | 2,003,588 | +1,451,733 | $7,792,193 | $23,301,728 | +$15,509,535 |
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HZO
MARINEMAX INC | United States | COM | 163,646 | 455,971 | +292,325 | $4,428,261 | $16,697,658 | +$12,269,397 |
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MAX
MEDIAALPHA INC | United States | CL A | 86,907 | 1,019,988 | +933,081 | $808,235 | $12,821,249 | +$12,013,014 |
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INDV
INDIVIOR PHARMACEUTICALS INC | | COM | 521,083 | 601,863 | +80,780 | $15,882,610 | $24,694,439 | +$8,811,829 |
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ONTO
ONTO INNOVATION INC | United States | COM | 26,500 | 31,891 | +5,391 | $5,434,355 | $12,069,149 | +$6,634,794 |
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DKNG
DRAFTKINGS INC NEW | United States | COM CL A | 200,237 | 400,824 | +200,587 | $4,329,124 | $10,124,814 | +$5,795,690 |
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FLWS
1 800 FLOWERS COM INC | United States | CL A | 172,395 | 1,033,166 | +860,771 | $524,081 | $3,595,418 | +$3,071,337 |
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APEI
AMERICAN PUB ED INC | United States | COM | 1,052,069 | 1,169,356 | +117,287 | $59,841,685 | $62,794,417 | +$2,952,732 |
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ARLO
ARLO TECHNOLOGIES INC | United States | COM | 200,000 | 252,336 | +52,336 | $2,846,000 | $3,401,489 | +$555,489 |
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