The Analysis of Divisadero Street Capital Management, LP's Holdings & P&L


Currently, Divisadero Street Capital Management, LP holds 116 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in SGHC (+16.3M shares, valued at $176.3M), RSI (+6.4M shares, valued at $139.8M), N/A (+640.8K shares, valued at $111.6M); initiated new positions in SGHC (+16.3M shares, valued at $176.3M), RSI (+6.4M shares, valued at $139.8M), N/A (+640.8K shares, valued at $111.6M).


1M P&L
-330.7M-12.82%
3M P&L
-143.4M-6.00%
HY P&L
-203.7M-8.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Gambling319.2M
16.8%
2Education & Training Services120.6M
6.3%
3Restaurants114.0M
6.0%

Top Industries by Stock Count

1Apparel Retail7 stocks
6.5%
2Medical Devices7 stocks
6.5%
3Restaurants7 stocks
6.5%
Stock Holdings
SGHC
SUPER GROUP SGHC LTD
New
Shares16.3M
Event2026-03-31
Filed2026-05-15
RSI
RUSH STREET INTERACTIVE
New
Shares6.4M
Event2026-03-31
Filed2026-05-15
DAVE INC
DAVE INC
New
Shares640.8K
Event2026-03-31
Filed2026-05-15
CELH
CELSIUS HLDGS
New
Shares2.5M
Event2026-03-31
Filed2026-05-15
CELESTICA INC
CELESTICA INC
New
Shares305.8K
Event2026-03-31
Filed2026-05-15
SEZL
SEZZLE INC
New
Shares1.3M
Event2026-03-31
Filed2026-05-15
SN
SHARKNINJA INC
New
Shares769.2K
Event2026-03-31
Filed2026-05-15
OMDA
OMADA HEALTH INC
New
Shares5.9M
Event2026-03-31
Filed2026-05-15
CVNA
CARVANA CO
New
Shares226.6K
Event2026-03-31
Filed2026-05-15
FLYW
FLYWIRE CORP
New
Shares6.1M
Event2026-03-31
Filed2026-05-15
LITE
LUMENTUM HLDGS
New
Shares93.2K
Event2026-03-31
Filed2026-05-15
APEI
AMERICAN PUBLIC EDUCATION
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
VSCO
VICTORIA'S SECRET & CO
New
Shares1.2M
Event2026-03-31
Filed2026-05-15
56.91%
Shares2.1M
Event2026-05-14
Filed2026-05-18
FIGS
FIGS INC
New
Shares3.2M
Event2026-03-31
Filed2026-05-15
WEBULL CORP
WEBULL CORP
New
Shares9.5M
Event2026-03-31
Filed2026-05-15
REAL
THE REALREAL INC
New
Shares4.3M
Event2026-03-31
Filed2026-05-15
BBW
BUILD-A-BEAR WORKSHOP
New
Shares1.0M
Event2026-03-31
Filed2026-05-15
EAT
BRINKER INTERNATIONAL INC
New
Shares258.2K
Event2026-03-31
Filed2026-05-15
AXGN
AXOGEN
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
LINC
LINCOLN EDUCATIONAL SERVICES
New
Shares825.6K
Event2026-03-31
Filed2026-05-15
ATRC
ATRICURE
New
Shares1.2M
Event2026-03-31
Filed2026-05-15
XPEL
XPEL INC
New
Shares720.4K
Event2026-03-31
Filed2026-05-15
WTTR
SELECT WATER SOLUTIONS INC
New
Shares1.9M
Event2026-03-31
Filed2026-05-15
LWAY
LIFEWAY FOODS INC
New
Shares1.4M
Event2026-03-31
Filed2026-05-15
LRN
STRIDE
New
Shares308.5K
Event2026-03-31
Filed2026-05-15
TPB
TURNING POINT BRANDS
New
Shares295.6K
Event2026-03-31
Filed2026-05-15
COMP
COMPASS
New
Shares3.4M
Event2026-03-31
Filed2026-05-15
HNGE
HINGE HEALTH INC-A
New
Shares570.7K
Event2026-03-31
Filed2026-05-15
PRCT
PROCEPT BIOROBOTICS CORP
New
Shares866.3K
Event2026-03-31
Filed2026-05-15
CTRN
CITI TRENDS INC
New
Shares494.0K
Event2026-03-31
Filed2026-05-15
TREE
LENDINGTREE INC
New
Shares469.3K
Event2026-03-31
Filed2026-05-15
ADPT
ADAPTIVE BIOTECHNOLOGIES
New
Shares1.3M
Event2026-03-31
Filed2026-05-15
EYE
NATIONAL VISION HLDGS
New
Shares696.0K
Event2026-03-31
Filed2026-05-15
KRUS
KURA SUSHI USA INC
New
Shares248.8K
Event2026-03-31
Filed2026-05-15
RELY
REMITLY GLOBAL
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
INDIVIOR PHARMACEUTICALS
INDIVIOR PHARMACEUTICALS
New
Shares521.1K
Event2026-03-31
Filed2026-05-15
CODI
COMPASS DIVERSIFIED HLDGS
New
Shares1.9M
Event2026-03-31
Filed2026-05-15
CALX
CALIX
New
Shares305.7K
Event2026-03-31
Filed2026-05-15
VCEL
VERICEL CORPORATION
New
Shares422.2K
Event2026-03-31
Filed2026-05-15
WLDN
WILLDAN GROUP
New
Shares165.0K
Event2026-03-31
Filed2026-05-15
TSEM
TOWER SEMICONDUCTOR LTD
New
Shares70.0K
Event2026-03-31
Filed2026-05-15
EZPW
EZCORP INC
New
Shares458.9K
Event2026-03-31
Filed2026-05-15
CECO
CECO ENVIRONMENTAL
New
Shares187.6K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
New
Shares35.0K
Event2026-03-31
Filed2026-05-15
HIMS
HIMS & HERS HEALTH INC
New
Shares469.8K
Event2026-03-31
Filed2026-05-15
AS
AMER SPORTS INC
New
Shares292.8K
Event2026-03-31
Filed2026-05-15
PGNY
PROGYNY INC
New
Shares563.6K
Event2026-03-31
Filed2026-05-15
JOUT
JOHNSON OUTDOORS
New
Shares190.1K
Event2026-03-31
Filed2026-05-15
BRBR
BELLRING BRANDS INC-W/I
New
Shares523.7K
Event2026-03-31
Filed2026-05-15
WRBY
WARBY PARKER INC
New
Shares383.9K
Event2026-03-31
Filed2026-05-15
VITL
VITAL FARMS
New
Shares551.9K
Event2026-03-31
Filed2026-05-15
HOOD
ROBINHOOD MARKETS
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
FSLY
FASTLY INC
New
Shares225.0K
Event2026-03-31
Filed2026-05-15
ANGO
ANGIODYNAMICS
New
Shares562.2K
Event2026-03-31
Filed2026-05-15
UCTT
ULTRA CLEAN HOLDINGS
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
TCMD
TACTILE SYSTEMS TECHNOLOGY
New
Shares237.9K
Event2026-03-31
Filed2026-05-15
LOCO
EL POLLO LOCO HLDGS
New
Shares432.3K
Event2026-03-31
Filed2026-05-15
BXC
BLUELINX HOLDINGS INC
New
Shares103.1K
Event2026-03-31
Filed2026-05-15
ONTO
ONTO INNOVATION INC
New
Shares26.5K
Event2026-03-31
Filed2026-05-15
BLND
BLEND LABS
New
Shares3.2M
Event2026-03-31
Filed2026-05-15
GRPN
GROUPON INC
New
Shares445.0K
Event2026-03-31
Filed2026-05-15
JBL
JABIL CIRCUIT INC
New
Shares19.5K
Event2026-03-31
Filed2026-05-15
COCO
VITA COCO CO INC
New
Shares107.2K
Event2026-03-31
Filed2026-05-15
VVV
VALVOLINE INC
New
Shares150.0K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL
New
Shares28.2K
Event2026-03-31
Filed2026-05-15
DCTH
DELCATH SYS INC
New
Shares499.8K
Event2026-03-31
Filed2026-05-15
FLOTEK INDUSTRIES INC
FLOTEK INDUSTRIES INC
New
Shares269.3K
Event2026-03-31
Filed2026-05-15
HZO
MARINEMAX INC
New
Shares163.6K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORP
New
Shares25.0K
Event2026-03-31
Filed2026-05-15
AFRM
AFFIRM HLDGS
New
Shares95.1K
Event2026-03-31
Filed2026-05-15
DRAFTKINGS INC
DRAFTKINGS INC
New
Shares200.2K
Event2026-03-31
Filed2026-05-15
XMTR
XOMETRY
New
Shares82.2K
Event2026-03-31
Filed2026-05-15
TDUP
THREDUP
New
Shares993.9K
Event2026-03-31
Filed2026-05-15
PRTH
PRIORITY TECHNOLOGY HOLDINGS
New
Shares653.0K
Event2026-03-31
Filed2026-05-15
BHE
BENCHMARK ELECTRONICS
New
Shares53.0K
Event2026-03-31
Filed2026-05-15
ARLO
ARLO TECHNOLOGIES
New
Shares200.0K
Event2026-03-31
Filed2026-05-15
ZUMZ
ZUMIEZ INC
New
Shares124.5K
Event2026-03-31
Filed2026-05-15
ANF
ABERCROMBIE & FITCH CO
New
Shares30.0K
Event2026-03-31
Filed2026-05-15
ACVA
ACV AUCTIONS
New
Shares609.1K
Event2026-03-31
Filed2026-05-15
STUB
STUBHUB HLDGS
New
Shares384.6K
Event2026-03-31
Filed2026-05-15
UPST
UPSTART HLDGS
New
Shares89.6K
Event2026-03-31
Filed2026-05-15
NSSC
NAPCO SECURITY TECHNOLOGIES
New
Shares50.8K
Event2026-03-31
Filed2026-05-15
WING
WINGSTOP
New
Shares12.9K
Event2026-03-31
Filed2026-05-15
FLUT
FLUTTER ENTMT PLC
New
Shares19.2K
Event2026-03-31
Filed2026-05-15
HTZ
HERTZ GLOBAL HLDGS INC
New
Shares400.0K
Event2026-03-31
Filed2026-05-15
FOXF
FOX FACTORY HOLDING CORP
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
ADTRAN HLDGS
ADTRAN HLDGS
New
Shares121.7K
Event2026-03-31
Filed2026-05-15
SG
SWEETGREEN INC
New
Shares273.3K
Event2026-03-31
Filed2026-05-15
GAMB
GAMBLING COM GROUP LTD
New
Shares305.7K
Event2026-03-31
Filed2026-05-15
SRTS
SENSUS HEALTHCARE INC
New
Shares286.1K
Event2026-03-31
Filed2026-05-15
SFIX
STITCH FIX INC
New
Shares311.7K
Event2026-03-31
Filed2026-05-15
ONEW
ONEWATER MARINE
New
Shares108.0K
Event2026-03-31
Filed2026-05-15
MED
MEDIFAST
New
Shares79.8K
Event2026-03-31
Filed2026-05-15
MAX
MEDIAALPHA
New
Shares86.9K
Event2026-03-31
Filed2026-05-15
ZVIA
ZEVIA PBC-A
New
Shares577.5K
Event2026-03-31
Filed2026-05-15
LOVE
LOVESAC CO
New
Shares38.1K
Event2026-03-31
Filed2026-05-15
DSP
VIANT TECHNOLOGY
New
Shares49.4K
Event2026-03-31
Filed2026-05-15
INGN
INOGEN INC
New
Shares88.1K
Event2026-03-31
Filed2026-05-15
FLWS
1-800-FLOWERS
New
Shares172.4K
Event2026-03-31
Filed2026-05-15
LFMD
LIFEMD
New
Shares135.8K
Event2026-03-31
Filed2026-05-15
SHAK
SHAKE SHACK INC
New
Shares4.2K
Event2026-03-31
Filed2026-05-15
RCEL
AVITA MEDICAL
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
SNBR
SLEEP NUMBER
New
Shares190.5K
Event2026-03-31
Filed2026-05-15
RVLV
REVOLVE GROUP
New
Shares13.8K
Event2026-03-31
Filed2026-05-15
MOD
MODINE MFG CO
New
Shares1.4K
Event2026-03-31
Filed2026-05-15
W
WAYFAIR INC
New
Shares3.5K
Event2026-03-31
Filed2026-05-15
JILL
J. JILL INC
New
Shares21.5K
Event2026-03-31
Filed2026-05-15
TKNO
ALPHA TEKNOVA
New
Shares78.9K
Event2026-03-31
Filed2026-05-15
IBTA
IBOTTA INC
New
Shares6.7K
Event2026-03-31
Filed2026-05-15
DDD
3D SYS CORP DEL
New
Shares90.5K
Event2026-03-31
Filed2026-05-15
LFVN
LIFEVANTAGE
New
Shares24.7K
Event2026-03-31
Filed2026-05-15
DXLG
DESTINATION XL GROUP INC
New
Shares197.9K
Event2026-03-31
Filed2026-05-15
PRPL
PURPLE INNOVATION
New
Shares138.6K
Event2026-03-31
Filed2026-05-15
ZIP
ZIPRECRUITER
New
Shares49.5K
Event2026-03-31
Filed2026-05-15
GOGO
GOGO INC
New
Shares12.3K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
SUPER GROUP SGHC LTD Call
SUPER GROUP SGHC LTD
New
Shares14.5M
Event2026-03-31
Filed2026-05-15
New
Shares485.0K
Event2026-03-31
Filed2026-05-15
PROCEPT BIOROBOTICS CORP Call
PROCEPT BIOROBOTICS CORP
New
Shares574.1K
Event2026-03-31
Filed2026-05-15

Put Option Holdings
No put option holdings data available
Divisadero Street Capital Management, LP Institutional Holdings, Portfolio & P&L β€” TradeFomo