Divisar Capital Management LLC
- SEC CIK
- 0001645721
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 26
- −3 vs. Q1 2025
- Portfolio value
- $432.3M
- +$47.8M (+12.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADTNADTRAN Holdings, Inc. | COM | 4,229,362 | $37.9M | 8.8% | +800,499+23.3% | Added | History |
| LITELumentum Holdings Inc. | COM | 388,786 | $37.0M | 8.5% | −5,720−1.4% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 8,870,025 | $35.8M | 8.3% | +1,822,715+25.9% | Added | History |
| KLICKulicke & Soffa Industries Inc | COM | 967,289 | $33.5M | 7.7% | +85,000+9.6% | Added | History |
| UCTTUltra Clean Holdings, Inc. | COM | 1,417,034 | $32.0M | 7.4% | +383,099+37.1% | Added | History |
| PIIPolaris Inc. | Stock | 591,105 | $24.0M | 5.6% | +111,466+23.2% | Added | History |
| OECOrion S.A. | COM | 2,209,254 | $23.2M | 5.4% | +650,977+41.8% | Added | History |
| CMRCCommerce.com, Inc. | COM SER 1 | 4,560,325 | $22.8M | 5.3% | +1,907,864+71.9% | Added | History |
| LASRNlight, Inc. | COM | 1,123,576 | $22.1M | 5.1% | −380,516−25.3% | Reduced | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 1,178,640 | $21.9M | 5.1% | +3,595+0.3% | Added | History |
| BCBrunswick Corp | COM | 381,758 | $21.1M | 4.9% | +36,065+10.4% | Added | History |
| CALXCalix, Inc | COM | 351,445 | $18.7M | 4.3% | −109,320−23.7% | Reduced | History |
| PDFSPDF Solutions Inc | COM | 611,387 | $13.1M | 3.0% | +64,177+11.7% | Added | History |
| ONTOOnto Innovation Inc. | COM | 114,088 | $11.5M | 2.7% | +91,000+394.1% | Added | History |
| OLOOlo Inc. | CL A | 1,285,131 | $11.4M | 2.6% | +637,231+98.4% | Added | History |
| ZUMZZumiez Inc | COM | 861,879 | $11.4M | 2.6% | +100,000+13.1% | Added | History |
| RXORXO, Inc. | COMMON STOCK | 675,942 | $10.6M | 2.5% | −240,000−26.2% | Reduced | History |
| ANFAbercrombie & Fitch Co | CL A | 119,352 | $9.89M | 2.3% | +10,335+9.5% | Added | History |
| SFIXStitch Fix, Inc. | Stock | 2,410,556 | $8.92M | 2.1% | −224,945−8.5% | Reduced | History |
| COHUCohu Inc | COM | 329,894 | $6.35M | 1.5% | −60,000−15.4% | Reduced | History |
| MKSIMKS Inc | COM | 52,000 | $5.17M | 1.2% | +52,000 | New | History |
| BOXBox Inc | CL A | 131,743 | $4.50M | 1.0% | −40,000−23.3% | Reduced | History |
| FNFabrinet | SHS | 10,041 | $2.96M | 0.7% | −6,299−38.5% | Reduced | History |
| CIVICivitas Resources, Inc. | EQUITY US CM | 103,082 | $2.84M | 0.7% | 00.0% | Unchanged | History |
| NVRIEnviri Corp | COM | 289,841 | $2.52M | 0.6% | −370,000−56.1% | Reduced | History |
| SQNSSequans Communications | ADR | 761,666 | $1.12M | 0.3% | −252,587−24.9% | Reduced | History |
Sold out since Q1 2025 (4)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| FAROFaro Technologies Inc | COM | 941,283 | $25.7M | 6.7% | History |
| MKFGMarkforged Holding Corp | COM NEW | 847,088 | $3.96M | 1.0% | History |
| FNKOFunko, Inc. | COM CL A | 256,700 | $1.76M | 0.5% | History |
| TLYSTilly's, Inc. | CL A | 503,290 | $1.11M | 0.3% | History |