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The Analysis of Divisar Capital Management LLC's Holdings & P&L

Currently, Divisar Capital Management LLC holds 26 types of securities in its portfolio with a total value $392.4M. In the most recent quarter, they have increased their positions in ONTO (+193.3K shares, valued at $39.6M), UCTT (+420.0K shares, valued at $26.1M), PII (+477.9K shares, valued at $26.0M); initiated new positions in ONTO (+193.3K shares, valued at $39.6M), UCTT (+420.0K shares, valued at $26.1M), PII (+477.9K shares, valued at $26.0M).

1M P&L

+37.5M+7.19%

3M P&L

+114.9M+25.94%

HY P&L

+256.2M+84.85%

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

1Semiconductor Equipment & Materials84.5M

25.4%

2Recreational Vehicles62.3M

18.7%

3Software - Application42.2M

12.7%

Top Industries by Stock Count

1Semiconductor Equipment & Materials4 stocks

16.0%

2Apparel Retail3 stocks

12.0%

3Recreational Vehicles3 stocks

12.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ONTO ONTO INNOVATION INC193.3K sharesnew addition2026-03-312026-05-15

UCTT ULTRA CLEAN HLDGS INC420.0K sharesnew addition2026-03-312026-05-15

PII POLARIS INC477.9K sharesnew addition2026-03-312026-05-15

BC BRUNSWICK CORP349.8K sharesnew addition2026-03-312026-05-15

LITE LUMENTUM HLDGS INC35.2K sharesnew addition2026-03-312026-05-15

OEC ORION S.A.3.6M shares15.55%2026-03-312026-05-15

ADTRAN HOLDINGS INC ADTRAN HOLDINGS INC1.8M sharesnew addition2026-03-312026-05-15

KLIC KULICKE & SOFFA INDS INC316.9K sharesnew addition2026-03-312026-05-15

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PDFS PDF SOLUTIONS INC623.4K sharesnew addition2026-03-312026-05-15

MKSI MKS INC.85.5K sharesnew addition2026-03-312026-05-15

CALX CALIX INC340.2K sharesnew addition2026-03-312026-05-15

RXO RXO INC1.1M sharesnew addition2026-03-312026-05-15

BOX BOX INC638.0K sharesnew addition2026-03-312026-05-15

VERX VERTEX INC1.2M sharesnew addition2026-03-312026-05-15

MCFT MASTERCRAFT BOAT HLDGS INC692.3K sharesnew addition2026-03-312026-05-15

TTMI TTM TECHNOLOGIES INC126.6K sharesnew addition2026-03-312026-05-15

Sponsored

CMRC COMMERCE COM INC3.9M sharesnew addition2026-03-312026-05-15

WEAV WEAVE COMMUNICATIONS INC1.8M sharesnew addition2026-03-312026-05-15

ZUMZ ZUMIEZ INC289.1K sharesnew addition2026-03-312026-05-15

DIN DINE BRANDS GLOBAL INC242.3K sharesnew addition2026-03-312026-05-15

ANF ABERCROMBIE & FITCH CO64.3K sharesnew addition2026-03-312026-05-15

LASR NLIGHT INC88.3K sharesnew addition2026-03-312026-05-15

THRM GENTHERM INC159.0K sharesnew addition2026-03-312026-05-15

VIAV VIAVI SOLUTIONS INC131.4K sharesnew addition2026-03-312026-05-15

Sponsored

FN FABRINET7.6K sharesnew addition2026-03-312026-05-15

OXM OXFORD INDS INC21.1K sharesnew addition2026-03-312026-05-15

ONTO

ONTO INNOVATION INC

New

Shares193.3K

Event2026-03-31

Filed2026-05-15

UCTT

ULTRA CLEAN HLDGS INC

New

Shares420.0K

Event2026-03-31

Filed2026-05-15

PII

POLARIS INC

New

Shares477.9K

Event2026-03-31

Filed2026-05-15

BRUNSWICK CORP

New

Shares349.8K

Event2026-03-31

Filed2026-05-15

LITE

LUMENTUM HLDGS INC

New

Shares35.2K

Event2026-03-31

Filed2026-05-15

OEC

ORION S.A.

15.55%

Shares3.6M

Event2026-03-31

Filed2026-05-15

ADTRAN HOLDINGS INC

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

KLIC

KULICKE & SOFFA INDS INC

New

Shares316.9K

Event2026-03-31

Filed2026-05-15

PDFS

PDF SOLUTIONS INC

New

Shares623.4K

Event2026-03-31

Filed2026-05-15

MKSI

MKS INC.

New

Shares85.5K

Event2026-03-31

Filed2026-05-15

CALX

CALIX INC

New

Shares340.2K

Event2026-03-31

Filed2026-05-15

RXO

RXO INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

BOX

BOX INC

New

Shares638.0K

Event2026-03-31

Filed2026-05-15

VERX

VERTEX INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

MCFT

MASTERCRAFT BOAT HLDGS INC

New

Shares692.3K

Event2026-03-31

Filed2026-05-15

TTMI

TTM TECHNOLOGIES INC

New

Shares126.6K

Event2026-03-31

Filed2026-05-15

CMRC

COMMERCE COM INC

New

Shares3.9M

Event2026-03-31

Filed2026-05-15

WEAV

WEAVE COMMUNICATIONS INC

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

ZUMZ

ZUMIEZ INC

New

Shares289.1K

Event2026-03-31

Filed2026-05-15

DIN

DINE BRANDS GLOBAL INC

New

Shares242.3K

Event2026-03-31

Filed2026-05-15

ANF

ABERCROMBIE & FITCH CO

New

Shares64.3K

Event2026-03-31

Filed2026-05-15

LASR

NLIGHT INC

New

Shares88.3K

Event2026-03-31

Filed2026-05-15

THRM

GENTHERM INC

New

Shares159.0K

Event2026-03-31

Filed2026-05-15

VIAV

VIAVI SOLUTIONS INC

New

Shares131.4K

Event2026-03-31

Filed2026-05-15

FABRINET

New

Shares7.6K

Event2026-03-31

Filed2026-05-15

OXM

OXFORD INDS INC

New

Shares21.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available