13F HOLDINGS REPORT
Divisadero Street Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-000995
Total Value
$2.14B
Positions
92
Other Managers
0
Confidential Omitted
No
Holdings (92)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DAVE INC | 23834J201 | 725,100 | $160.5M | 7.51% |
| 2 | SUPER GROUP SGHC LIMITED | SGHC | 12,386,900 | $148.0M | 6.92% |
| 3 | SUPER GROUP SGHC LIMITED | SGHC | 11,741,629 | $140.3M | 6.56% |
| 4 | INDIVIOR PLC | INDV | 2,784,786 | $99.9M | 4.67% |
| 5 | AMER SPORTS INC | AS | 2,490,845 | $93.0M | 4.35% |
| 6 | CARVANA CO | CVNA | 218,189 | $92.1M | 4.31% |
| 7 | SHARKNINJA INC | SN | 769,163 | $86.1M | 4.03% |
| 8 | FLYWIRE CORPORATION | FLYW | 5,786,462 | $81.9M | 3.83% |
| 9 | BUILD-A-BEAR WORKSHOP INC | BBW | 1,251,224 | $76.7M | 3.59% |
| 10 | CELSIUS HLDGS INC | CELH | 1,620,212 | $74.1M | 3.47% |
| 11 | SEZZLE INC | SEZL | 1,123,226 | $71.3M | 3.33% |
| 12 | AMERICAN PUB ED INC | 02913V103 | 1,671,558 | $63.2M | 2.96% |
| 13 | DAVE INC | 23834J201 | 261,608 | $57.9M | 2.71% |
| 14 | TURNING PT BRANDS INC | 90041L105 | 531,214 | $57.6M | 2.69% |
| 15 | RUSH STREET INTERACTIVE INC | RSI | 2,801,204 | $54.4M | 2.55% |
| 16 | CELESTICA INC | CLS | 175,012 | $51.7M | 2.42% |
| 17 | FIGS INC | FIGS | 4,410,632 | $50.1M | 2.34% |
| 18 | THE REALREAL INC | 88339P101 | 3,150,443 | $49.7M | 2.33% |
| 19 | LUMENTUM HLDGS INC | LITE | 118,185 | $43.6M | 2.04% |
| 20 | CELSIUS HLDGS INC | CELH | 910,000 | $41.6M | 1.95% |
| 21 | IMAX CORP | IMAX | 964,986 | $35.7M | 1.67% |
| 22 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 809,729 | $33.8M | 1.58% |
| 23 | LIFEWAY FOODS INC | LWAY | 1,347,635 | $32.7M | 1.53% |
| 24 | RUSH STREET INTERACTIVE INC | RSI | 1,610,100 | $31.3M | 1.46% |
| 25 | WILLDAN GROUP INC | WLDN | 298,932 | $31.0M | 1.45% |
| 26 | VICTORIAS SECRET AND CO | 926400102 | 493,413 | $26.7M | 1.25% |
| 27 | BLEND LABS INC | BLND | 5,701,122 | $17.3M | 0.81% |
| 28 | DRAFTKINGS INC NEW | DKNG | 502,162 | $17.3M | 0.81% |
| 29 | VITAL FARMS INC | VITL | 534,780 | $17.1M | 0.80% |
| 30 | AXOGEN INC | AXGN | 503,822 | $16.5M | 0.77% |
| 31 | UPSTART HLDGS INC | UPST | 370,000 | $16.2M | 0.76% |
| 32 | HIMS & HERS HEALTH INC | HIMS | 469,833 | $15.3M | 0.71% |
| 33 | PORCH GROUP INC | PRCH | 1,620,351 | $14.8M | 0.69% |
| 34 | COMPASS INC | COMP | 1,250,000 | $13.2M | 0.62% |
| 35 | ENOVA INTL INC | 29357K103 | 82,490 | $13.0M | 0.61% |
| 36 | ROSS STORES INC | ROST | 68,204 | $12.3M | 0.57% |
| 37 | TTM TECHNOLOGIES INC | TTMI | 164,595 | $11.4M | 0.53% |
| 38 | MEDIAALPHA INC | MAX | 849,011 | $11.0M | 0.51% |
| 39 | PHATHOM PHARMACEUTICALS INC | PHAT | 662,312 | $11.0M | 0.51% |
| 40 | PROGYNY INC | PGNY | 363,624 | $9.3M | 0.44% |
| 41 | NATIONAL VISION HLDGS INC | EYE | 351,845 | $9.1M | 0.42% |
| 42 | JOHNSON OUTDOORS INC | JOUT | 209,457 | $8.9M | 0.42% |
| 43 | CITI TRENDS INC | CTRN | 203,107 | $8.4M | 0.39% |
| 44 | VERICEL CORP | VCEL | 225,000 | $8.1M | 0.38% |
| 45 | GROUPON INC | GRPN | 444,965 | $7.8M | 0.37% |
| 46 | ZEVIA PBC | ZVIA | 3,213,961 | $7.5M | 0.35% |
| 47 | OMADA HEALTH INC | OMDA | 469,597 | $7.4M | 0.35% |
| 48 | EL POLLO LOCO HLDGS INC | LOCO | 692,665 | $7.2M | 0.34% |
| 49 | THREDUP INC | TDUP | 993,949 | $6.4M | 0.30% |
| 50 | BLUELINX HLDGS INC | BXC | 103,141 | $6.3M | 0.30% |
| 51 | WEBULL CORP | BULLW | 800,000 | $6.2M | 0.29% |
| 52 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 361,344 | $5.9M | 0.27% |
| 53 | FLOTEK INDS INC DEL | 343389409 | 337,407 | $5.8M | 0.27% |
| 54 | PRIORITY TECHNOLOGY HLDGS IN | PRTHU | 1,057,894 | $5.8M | 0.27% |
| 55 | DELCATH SYS INC | DCTH | 499,796 | $5.0M | 0.24% |
| 56 | PHILIP MORRIS INTL INC | 718172109 | 28,244 | $4.5M | 0.21% |
| 57 | ARLO TECHNOLOGIES INC | ARLO | 320,287 | $4.5M | 0.21% |
| 58 | CERIBELL INC | CBLL | 188,506 | $4.1M | 0.19% |
| 59 | ZUMIEZ INC | ZUMZ | 124,549 | $3.2M | 0.15% |
| 60 | WINGSTOP INC | WING | 12,857 | $3.1M | 0.14% |
| 61 | REV GROUP INC | 749527107 | 50,000 | $3.0M | 0.14% |
| 62 | EZCORP INC | EZPW | 138,505 | $2.7M | 0.13% |
| 63 | SWEETGREEN INC | SG | 255,244 | $1.7M | 0.08% |
| 64 | FOX FACTORY HLDG CORP | FOXF | 100,000 | $1.7M | 0.08% |
| 65 | GAMBLING COM GROUP LIMITED | GAMB | 305,694 | $1.7M | 0.08% |
| 66 | BELLRING BRANDS INC | BRBR | 55,780 | $1.5M | 0.07% |
| 67 | J JILL INC | JILL | 108,105 | $1.5M | 0.07% |
| 68 | BIOVENTUS INC | BVS | 183,131 | $1.4M | 0.06% |
| 69 | RANPAK HOLDINGS CORP | PACK | 250,001 | $1.4M | 0.06% |
| 70 | SLEEP NUMBER CORP | SNBR | 156,098 | $1.3M | 0.06% |
| 71 | BETA BIONICS INC | BBNX | 39,606 | $1.2M | 0.06% |
| 72 | SENSUS HEALTHCARE INC | SRTS | 298,879 | $1.2M | 0.06% |
| 73 | NEOGENOMICS INC | NEO | 100,000 | $1.2M | 0.06% |
| 74 | ONEWATER MARINE INC | ONEW | 108,000 | $1.2M | 0.05% |
| 75 | HINGE HEALTH INC | HNGE | 24,639 | $1.1M | 0.05% |
| 76 | ADTRAN HOLDINGS INC | ADTN | 127,489 | $1.1M | 0.05% |
| 77 | MEDIFAST INC | MED | 79,839 | $852,681 | 0.04% |
| 78 | REMITLY GLOBAL INC | RELY | 61,463 | $848,189 | 0.04% |
| 79 | ARHAUS INC | ARHS | 67,413 | $755,700 | 0.04% |
| 80 | NETGEAR INC | NTGR | 28,700 | $704,011 | 0.03% |
| 81 | 1 800 FLOWERS COM INC | FLWS | 172,395 | $677,512 | 0.03% |
| 82 | INOGEN INC | INGN | 88,136 | $592,274 | 0.03% |
| 83 | LOVESAC COMPANY | LOVE | 38,115 | $562,196 | 0.03% |
| 84 | LIFEMD INC | LFMDP | 135,826 | $463,167 | 0.02% |
| 85 | LIFEVANTAGE CORP | LFVN | 64,345 | $396,365 | 0.02% |
| 86 | AVITA MEDICAL INC | AVHHL | 100,000 | $345,000 | 0.02% |
| 87 | ALPHA TEKNOVA INC | TKNO | 78,872 | $299,714 | 0.01% |
| 88 | ZIPRECRUITER INC | ZIP | 49,510 | $193,089 | 0.01% |
| 89 | DESTINATION XL GROUP INC | DXLG | 197,937 | $182,003 | 0.01% |
| 90 | 3-D SYS CORP DEL | 88554D205 | 90,531 | $160,240 | 0.01% |
| 91 | PURPLE INNOVATION INC | PRPL | 138,605 | $95,707 | 0.00% |
| 92 | GOGO INC | GOGO | 12,272 | $57,188 | 0.00% |