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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 | +5.88% | +22.82% | 7,222.4 | Restaurants | |
DAVE | Dave Inc | 995,141 | 82,258.4 | +74.68% | 8.280 | +3.54% | 7.460 | +152.05% | +144.36% | 2,833.5 | Software | |
RSI | Rush Street Interactive Inc | 6,115,980 | 65,563.3 | +28.31% | 6.600 | +1.46% | 6.400 | +24.66% | +6.85% | 1,401.7 | Travel & Leisure | |
SEZL | Sezzle Inc | 1,307,782 | 45,628.5 | New Holding | 4.590 | +4.59% | 3.930 | +213.37% | +229.30% | 4,673.1 | Credit Services | |
EAT | Brinker International Inc | 304,635 | 45,405.8 | -17.28% | 4.570 | -0.98% | 0.690 | +5.88% | +22.82% | 7,222.4 | Restaurants | |
GENI | Genius Sports Ltd | 4,300,637 | 43,049.4 | +21.08% | 4.330 | +0.75% | 1.820 | +10.45% | +31.91% | 2,702.8 | Interactive Media | |
VITL | Vital Farms Inc | 1,184,763 | 36,099.7 | +51.12% | 3.630 | +1.23% | 2.660 | +12.97% | -1.11% | 1,660.5 | Consumer Packaged Goods | |
CVNA | Carvana Co | 164,840 | 34,464.8 | -16.54% | 3.470 | -0.78% | 0.120 | +60.60% | +66.96% | 45,845.2 | Vehicles & Parts | |
HIMS | Hims & Hers Health Inc | 1,112,027 | 32,860.4 | -13.78% | 3.310 | -0.50% | 0.500 | +82.67% | +105.71% | 11,133.4 | Consumer Packaged Goods | |
PRTH | Priority Technology Holdings Inc | 4,702,115 | 32,044.9 | +1,121.19% | 3.230 | +2.97% | 5.900 | +5.11% | -37.83% | 582.6 | 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 | $114.98 | 12.95% | Reduce -77.66% | 159,609 | -554,889 | |
SEZL | Sezzle Inc | 2025-03-31 | New Buy New Buy | +4.59% | 34.02 ($42.35) 58 | $140.39 | 231.50% | New holding | 1,307,782 | 1,307,782 | |
DAVE | Dave Inc | 2025-03-31 | Add Add | +3.54% | 81.8 ($93.71) 117.3 | $212.40 | 126.66% | 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 | -22.78% | 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 | $44.67 | 63.94% | 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 | $3.52 | -3.43% | 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 | $77.75 | 25.59% | New holding | 328,263 | 328,263 | |
WGS | GeneDx Holdings Corp | 2025-03-31 | Reduce Reduce | -1.93% | 59.54 ($86.76) 112.76 | $77.72 | -10.43% | 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 | $14.97 | 20.71% | 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 | $13.72 | 6.40% | New holding | 1,451,470 | 1,451,470 |
Divisadero Street Capital Management, LP Total Holding History ($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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