StockDriftsStockDriftsTop 50 Divisadero Street Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SEZL | SEZZLE INC | 6.61% | 1.65M | $283.1M | +25.76%(+337.92K) | $81.49(+58.25%) | 2026-06-30 | |
| CVNA | CARVANA CO | 6.39% | 4.16M | $274.0M | +267.43%(+3.03M) | $53.52(+41.23%) | 2026-06-30 | |
| SGHC | SUPER GROUP SGHC LIMITED | 6.36% | 20.11M | $272.5M | +23.21%(+3.79M) | $11.91(+11.66%) | 2026-06-30 | |
| DAVE | DAVE INC | 6.08% | 699.4K | $260.6M | +9.13%(+58.53K) | $180.17(+85.69%) | 2026-06-30 | |
| HIMS | HIMS & HERS HEALTH INC | 4.86% | 6.01M | $208.3M | +1179.07%(+5.54M) | $25.62(+9.89%) | 2026-06-30 | |
| CLS | CELESTICA INC | 3.93% | 461.4K | $168.3M | +50.87%(+155.58K) | $244.62(+36.97%) | 2026-06-30 | |
| RSI | RUSH STREET INTERACTIVE INC | 3.76% | 5.43M | $161.4M | -15.58%(-1.00M) | $15.22(+68.06%) | 2026-06-30 | |
| SN | SHARKNINJA INC | 2.91% | 819.2K | $124.7M | +6.50%(+50.00K) | $92.36(+100.41%) | 2026-06-30 | |
| CECO | CECO ENVIRONMENTAL CORP | 2.82% | 1.33M | $120.7M | +608.86%(+1.14M) | $69.63(+17.36%) | 2026-06-30 | |
| COMP | COMPASS INC | 2.73% | 9.51M | $117.2M | +180.40%(+6.12M) | $9.23(+35.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +35.63% | +149.51% | — | — | +99.46% |
| Top 20 Holdings Unweighted | +36.27% | +153.03% | — | — | +97.64% |
Divisadero Street Capital Management LP reports $4.41B in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are SEZL (6.6%), CVNA (6.4%) and SGHC (6.4%). The top 20 holdings account for 68.93% of reported assets. Its disclosed equity book has returned +149.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Divisadero Street Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1901865). View Divisadero Street Capital Management LP’s 13F filings on SEC