Divisar Capital Management LLC
- SEC CIK
- 0001645721
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 28
- +2 vs. Q1 2026
- Portfolio value
- $434.0M
- +$41.6M (+10.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ONTOOnto Innovation Inc. | COM | 114,253 | $43.2M | 10.0% | −79,000−40.9% | Reduced | History |
| PIIPolaris Inc. | Stock | 529,090 | $36.2M | 8.3% | +51,213+10.7% | Added | History |
| MKSIMKS Inc | COM | 62,501 | $27.8M | 6.4% | −23,000−26.9% | Reduced | History |
| BCBrunswick Corp | COM | 287,137 | $24.2M | 5.6% | −62,633−17.9% | Reduced | History |
| KLICKulicke & Soffa Industries Inc | COM | 180,828 | $24.2M | 5.6% | −136,059−42.9% | Reduced | History |
| OECOrion S.A. | COM | 3,384,750 | $22.4M | 5.2% | −182,513−5.1% | Reduced | History |
| LITELumentum Holdings Inc. | COM | 26,123 | $22.4M | 5.2% | −9,100−25.8% | Reduced | History |
| UCTTUltra Clean Holdings, Inc. | COM | 155,653 | $22.2M | 5.1% | −264,396−62.9% | Reduced | History |
| PDFSPDF Solutions Inc | COM | 307,879 | $21.8M | 5.0% | −315,485−50.6% | Reduced | History |
| BOXBox Inc | CL A | 748,049 | $19.9M | 4.6% | +110,000+17.2% | Added | History |
| VERXVertex, Inc. | Stock | 1,640,895 | $18.8M | 4.3% | +445,183+37.2% | Added | History |
| RXORXO, Inc. | COMMON STOCK | 662,525 | $18.3M | 4.2% | −390,000−37.1% | Reduced | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 672,276 | $17.4M | 4.0% | −20,000−2.9% | Reduced | History |
| TTMITTM Technologies Inc | COM | 92,639 | $17.3M | 4.0% | −34,000−26.8% | Reduced | History |
| CALXCalix, Inc | COM | 395,163 | $14.7M | 3.4% | +55,000+16.2% | Added | History |
| WEAVWeave Communications, Inc. | Stock | 2,023,606 | $12.1M | 2.8% | +183,506+10.0% | Added | History |
| ADTNADTRAN Holdings, Inc. | COM | 851,526 | $11.8M | 2.7% | −917,913−51.9% | Reduced | History |
| CMRCCommerce.com, Inc. | COM SER 1 | 3,142,845 | $9.30M | 2.1% | −784,051−20.0% | Reduced | History |
| THRMGentherm Inc | COM | 228,972 | $7.81M | 1.8% | +70,000+44.0% | Added | History |
| DINDine Brands Global, Inc. | COM | 165,637 | $5.95M | 1.4% | −76,630−31.6% | Reduced | History |
| CALYCallaway Golf Co | COM | 298,282 | $5.60M | 1.3% | +298,282 | New | History |
| OXMOxford Industries Inc | COM | 154,388 | $5.38M | 1.2% | +133,292+631.8% | Added | History |
| ZUMZZumiez Inc | COM | 289,102 | $5.15M | 1.2% | 00.0% | Unchanged | History |
| LASRNlight, Inc. | COM | 71,446 | $4.97M | 1.1% | −16,868−19.1% | Reduced | History |
| VIAVViavi Solutions Inc. | COM | 96,353 | $4.60M | 1.1% | −35,000−26.6% | Reduced | History |
| FNFabrinet | SHS | 7,570 | $4.25M | 1.0% | 00.0% | Unchanged | History |
| ANFAbercrombie & Fitch Co | CL A | 44,308 | $3.99M | 0.9% | −20,000−31.1% | Reduced | History |
| EVEREverQuote, Inc. | COM CL A | 90,000 | $2.14M | 0.5% | +90,000 | New | History |