Divisadero Street Capital Management, LP
Divisadero Street Capital Management, LP reported 142 positions worth $4.41B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SEZL (6.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SEZL | SH | $283.1M | 6.42% | 1,649,531 | — | — | |
| ▸ 2 | CVNA | SH | $274.0M | 6.21% | 4,163,614 | — | — | |
| ▸ 3 | SGHC | SH | $272.5M | 6.18% | 20,114,259 | — | — | |
| ▸ 4 | DAVE | SH | $260.6M | 5.91% | 699,366 | — | — | |
| ▸ 5 | HIMS | SH | $208.3M | 4.72% | 6,009,505 | — | — | |
| ▸ 6 | CLS | SH | $168.3M | 3.81% | 461,397 | — | — | |
| ▸ 7 | RSI | SH | $161.4M | 3.66% | 5,425,402 | — | — | |
| ▸ 8 | SGHC | CALL | $125.4M | 2.84% | 9,258,000 | — | — | |
| ▸ 9 | SN | SH | $124.7M | 2.83% | 819,163 | — | — | |
| ▸ 10 | CECO | SH | $120.7M | 2.73% | 1,329,817 | — | — |
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Frequently Asked Questions
What stocks does Divisadero Street Capital Management, LP hold as of Q2 2026?
Divisadero Street Capital Management, LP reported 142 positions worth $4.41B in its Q2 2026 13F filing. Largest positions: SEZL (6.4%), CVNA (6.2%), SGHC (6.2%), DAVE (5.9%) and HIMS (4.7%).
What did Divisadero Street Capital Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Divisadero Street Capital Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.