DC

Divisar Capital Management LLC

13F
Divisar Capital Management LLC
Last update 2025-05-15 29 Stocks (1 new)
Value $385.00 Mil Turnover 15 %
Countries:
Top Holdings: VMEO(9.64%)ADTN(7.78%)KLIC(7.57%)FARO(6.68%)LITE(6.40%)
Summary Stock Picks Current Portfolio
Divisar Capital Management LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VMEO 		Vimeo Inc
7,047,310
37,068.8
+19.86%
9.640
+1.60%
4.280
-20.04%
-28.91%
749.6
Software
ADTN 		Adtran Holdings Inc
3,428,863
29,899.7
-28.66%
7.780
-2.49%
4.290
-21.40%
-0.36%
663.8
Hardware
KLIC 		Kulicke & Soffa Industries Inc
882,289
29,097.9
+24.59%
7.570
+1.49%
1.670
-8.79%
-28.94%
1,739.8
Semiconductors
FARO 		Faro Technologies Inc
941,283
25,697.0
-31.71%
6.680
-2.41%
4.890
+38.49%
+67.43%
816.3
Hardware
LITE 		Lumentum Holdings Inc
394,506
24,593.5
-13.82%
6.400
-1.15%
0.570
+18.21%
-7.50%
5,388.9
Hardware
UCTT 		Ultra Clean Holdings Inc
1,033,935
22,136.5
+1.17%
5.760
+0.07%
2.290
-11.78%
-42.73%
929.6
Semiconductors
MCFT 		MasterCraft Boat Holdings Inc
1,175,045
20,234.3
+16.71%
5.260
+0.75%
7.070
-0.76%
-11.01%
281.8
Vehicles & Parts
OEC 		Orion SA
1,558,277
20,148.5
+27.38%
5.240
+1.13%
2.770
-15.57%
-29.53%
625.2
Chemicals
PII 		Polaris Inc
479,639
19,636.4
+299.70%
5.110
+3.83%
0.850
-3.35%
-27.21%
2,282.2
Vehicles & Parts
BC 		Brunswick Corp
345,693
18,615.6
+26.72%
4.840
+1.02%
0.530
-9.28%
-16.66%
3,487.8
Vehicles & Parts

Divisar Capital Management LLC's Historical Top Holdings Breakdowns

Divisar Capital Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PII 		Polaris Inc2025-03-31Add
+3.83%
●
40.9 ($47.61) 58.36
$40.61
-14.70%
Add 299.7%
479,639
359,639
ADTN 		Adtran Holdings Inc2025-03-31Reduce
-2.49%
●
8.49 ($10.06) 11.83
$8.30
-17.50%
Reduce -28.66%
3,428,863
-1,377,520
FARO 		Faro Technologies Inc2025-03-31Reduce
-2.41%
●
24.56 ($29.32) 32.48
$42.46
44.82%
Reduce -31.71%
941,283
-437,020
VMEO 		Vimeo Inc2025-03-31Add
+1.60%
●
5.26 ($6.06) 6.93
$4.55
-24.92%
Add 19.86%
7,047,310
1,167,519
ANF 		Abercrombie & Fitch Co2025-03-31Add
+1.49%
●
75.72 ($107.66) 160.92
$76.85
-28.62%
Add 218.76%
109,017
74,817
KLIC 		Kulicke & Soffa Industries Inc2025-03-31Add
+1.49%
●
32.98 ($41.03) 47.98
$32.97
-19.64%
Add 24.59%
882,289
174,133
BOX 		Box Inc2025-03-31Reduce
-1.31%
●
30.22 ($32.39) 35.39
$38.38
18.49%
Reduce -52.75%
171,743
-191,718
BIGC 		BigCommerce Holdings Inc2025-03-31Add
+1.17%
●
5.76 ($6.35) 7.09
$5.05
-20.47%
Add 41.69%
2,652,461
780,430
LITE 		Lumentum Holdings Inc2025-03-31Reduce
-1.15%
●
57.41 ($76.95) 100.38
$77.65
0.91%
Reduce -13.82%
394,506
-63,259
OEC 		Orion SA2025-03-31Add
+1.13%
●
12.74 ($14.14) 15.33
$11.11
-21.43%
Add 27.38%
1,558,277
334,953

Divisar Capital Management LLC Total Holding History ($B)

To

Divisar Capital Management LLC's Asset Allocation

To

Divisar Capital Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Divisar Capital Management LLC's Hypothetical Growth since 2025-03-31

Divisar Capital Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Divisar Capital Management LLC's Holdings Heat Map

Size field:

Divisar Capital Management LLC's Holdings Bubble Chart

Divisar Capital Management LLC News

  • 1

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