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Divisadero Street Capital Management, LP13F | |
| Divisadero Street Capital Management, LP | |
| Last update 2025-05-15 | 94 Stocks (31 new) |
| Value $994.00 Mil | Turnover 38 % |
Divisadero Street Capital Mana... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAT
CALL
| Brinker International Inc | 604,000 | 90,026.2 | 0% | 9.060 | 0% | 1.360 | +5.44% | +22.31% | 7,192.2 | Restaurants | |
DAVE | Dave Inc | 995,141 | 82,258.4 | +74.68% | 8.280 | +3.54% | 7.460 | +158.81% | +150.92% | 2,909.6 | Software | |
RSI | Rush Street Interactive Inc | 6,115,980 | 65,563.3 | +28.31% | 6.600 | +1.46% | 6.400 | +23.38% | +5.76% | 1,387.4 | Travel & Leisure | |
SEZL | Sezzle Inc | 1,307,782 | 45,628.5 | New Holding | 4.590 | +4.59% | 3.930 | +213.82% | +229.77% | 4,679.7 | Credit Services | |
EAT | Brinker International Inc | 304,635 | 45,405.8 | -17.28% | 4.570 | -0.98% | 0.690 | +5.44% | +22.31% | 7,192.2 | Restaurants | |
GENI | Genius Sports Ltd | 4,300,637 | 43,049.4 | +21.08% | 4.330 | +0.75% | 1.820 | +10.07% | +31.45% | 2,693.3 | Interactive Media | |
VITL | Vital Farms Inc | 1,184,763 | 36,099.7 | +51.12% | 3.630 | +1.23% | 2.660 | +13.37% | -0.77% | 1,666.3 | Consumer Packaged Goods | |
CVNA | Carvana Co | 164,840 | 34,464.8 | -16.54% | 3.470 | -0.78% | 0.120 | +64.38% | +70.89% | 46,923.3 | Vehicles & Parts | |
HIMS | Hims & Hers Health Inc | 1,112,027 | 32,860.4 | -13.78% | 3.310 | -0.50% | 0.500 | +85.02% | +108.35% | 11,276.6 | Consumer Packaged Goods | |
PRTH | Priority Technology Holdings Inc | 4,702,115 | 32,044.9 | +1,121.19% | 3.230 | +2.97% | 5.900 | +5.04% | -37.87% | 582.2 | Software |
Divisadero Street Capital Management, LP's Historical Top Holdings Breakdowns
Divisadero Street Capital Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SN | SharkNinja Inc | 2025-03-31 | Reduce Reduce | -6.31% | 83.41 ($101.8) 114.44 | $115.06 | 13.03% | Reduce -77.66% | 159,609 | -554,889 | |
SEZL | Sezzle Inc | 2025-03-31 | New Buy New Buy | +4.59% | 34.02 ($42.35) 58 | $140.59 | 231.97% | New holding | 1,307,782 | 1,307,782 | |
DAVE | Dave Inc | 2025-03-31 | Add Add | +3.54% | 81.8 ($93.71) 117.3 | $218.10 | 132.74% | Add 74.68% | 995,141 | 425,461 | |
PRTH | Priority Technology Holdings Inc | 2025-03-31 | Add Add | +2.97% | 6.75 ($9.46) 12.29 | $7.30 | -22.83% | Add 1121.19% | 4,702,115 | 4,317,072 | |
CELH | Celsius Holdings Inc | 2025-03-31 | New Buy New Buy | +2.83% | 21.28 ($27.25) 35.62 | $44.43 | 63.05% | New holding | 790,562 | 790,562 | |
BLND | Blend Labs Inc | 2025-03-31 | New Buy New Buy | +2.12% | 2.96 ($3.64) 4.05 | $3.37 | -7.42% | New holding | 6,274,304 | 6,274,304 | |
TPB | Turning Point Brands Inc | 2025-03-31 | New Buy New Buy | +1.96% | 55.09 ($61.91) 70.34 | $78.14 | 26.22% | New holding | 328,263 | 328,263 | |
WGS | GeneDx Holdings Corp | 2025-03-31 | Reduce Reduce | -1.93% | 59.54 ($86.76) 112.76 | $77.87 | -10.25% | Reduce -74.62% | 73,146 | -215,094 | |
CMPO | CompoSecure Inc | 2025-03-31 | Sold Out Sold Out | -1.88% | 10.39 ($12.4) 14.51 | $14.95 | 20.56% | Sold Out | 0 | -1,048,566 | |
RKT | Rocket Companies Inc | 2025-03-31 | New Buy New Buy | +1.76% | 10.28 ($12.9) 15.77 | $13.99 | 8.45% | New holding | 1,451,470 | 1,451,470 |
Divisadero Street Capital Management, LP Total Holding History ($B)
Divisadero Street Capital Management, LP's Asset Allocation
Divisadero Street Capital Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Divisadero Street Capital Management, LP's Hypothetical Growth since 2025-03-31
Divisadero Street Capital Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Divisadero Street Capital Management, LP's Holdings Heat Map
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Divisadero Street Capital Management, LP's Holdings Bubble Chart
Divisadero Street Capital Management, LP News
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