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Divisadero Street Capital Management, LP Last Quarter Change: USA Stocks, Unchanged

Divisadero Street Capital Management, LP quarter change: USA Stocks, Unchanged

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).

  • DCTH: Country of operation United States; Class COM NEW; Shares 2026-03-31 499,796; Shares 2026-06-30 499,796.
  • BXC: Country of operation United States; Class COM NEW; Shares 2026-03-31 103,141; Shares 2026-06-30 103,141.
  • GRSD: Country of operation —; Class ORDINARY SHARES; Shares 2026-03-31 305,694; Shares 2026-06-30 305,694.
  • ZUMZ: Country of operation United States; Class COM; Shares 2026-03-31 124,549; Shares 2026-06-30 124,549.

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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
DCTH
DELCATH SYS INC
United StatesCOM NEW499,796499,7960$4,638,107$6,292,432+$1,654,325
BXC
BLUELINX HLDGS INC
United StatesCOM NEW103,141103,1410$5,588,179$6,382,365+$794,186
GRSD
GAMBLING COM GROUP LIMITED
ORDINARY SHARES305,694305,6940$1,186,093$580,819-$605,274
ZUMZ
ZUMIEZ INC
United StatesCOM124,549124,5490$2,760,006$2,216,972-$543,034
WING
WINGSTOP INC
United StatesCOM12,85712,8570$1,992,449$2,229,532+$237,083
TKNO
ALPHA TEKNOVA INC
United StatesCOM78,87278,8720$227,940$447,993+$220,053
DDD
3D SYS CORP DEL
United StatesCOM NEW90,53190,5310$170,198$273,404+$103,206
JILL
J JILL INC
United StatesCOM21,45221,4520$245,840$340,443+$94,603
ZIP
ZIPRECRUITER INC
United StatesCL A49,51049,5100$91,098$185,663+$94,565
JOUT
JOHNSON OUTDOORS INC
United StatesCL A190,057190,0570$8,839,551$8,750,224-$89,327
LOVE
LOVESAC CO
United StatesCOM38,11538,1150$562,959$636,139+$73,180
NSSC
NAPCO SEC TECHNOLOGIES INC
United StatesCOM50,79950,7990$2,000,973$1,929,346-$71,627
LFMD
LIFEMD INC
United StatesCOM135,826135,8260$490,332$560,961+$70,629
FOXF
FOX FACTORY HLDG CORP
United StatesCOM100,000100,0000$1,646,000$1,694,500+$48,500
RCEL
AVITA MEDICAL INC
United StatesCOM100,000100,0000$370,000$413,000+$43,000
MED
MEDIFAST INC
United StatesCOM79,83979,8390$813,559$847,092+$33,533
GOGO
GOGO INC
United StatesCOM12,27212,2720$49,333$38,043-$11,290
FLUT
FLUTTER ENTMT PLC
SHS19,19119,1910$1,956,522$1,960,744+$4,222

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