13F HOLDINGS REPORT
Divisar Capital Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001645721-25-000018
Total Value
$432.3M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADTRAN HOLDINGS INC | ADTN | 4,229,362 | $37.9M | 8.78% |
| 2 | LUMENTUM HLDGS INC | LITE | 388,786 | $37.0M | 8.55% |
| 3 | VIMEO INC | 92719V100 | 8,870,025 | $35.8M | 8.29% |
| 4 | KULICKE & SOFFA INDS INC | 501242101 | 967,289 | $33.5M | 7.74% |
| 5 | ULTRA CLEAN HLDGS INC | UCTT | 1,417,034 | $32.0M | 7.40% |
| 6 | POLARIS INC | PII | 591,105 | $24.0M | 5.56% |
| 7 | ORION S.A. | OEC | 2,209,254 | $23.2M | 5.36% |
| 8 | BIGCOMMERCE HLDGS INC | CMRC | 4,560,325 | $22.8M | 5.27% |
| 9 | NLIGHT INC | LASR | 1,123,576 | $22.1M | 5.11% |
| 10 | MASTERCRAFT BOAT HLDGS INC | MCFT | 1,178,640 | $21.9M | 5.07% |
| 11 | BRUNSWICK CORP | BC-PC | 381,758 | $21.1M | 4.88% |
| 12 | CALIX INC | CALX | 351,445 | $18.7M | 4.32% |
| 13 | PDF SOLUTIONS INC | PDFS | 611,387 | $13.1M | 3.02% |
| 14 | ONTO INNOVATION INC | ONTO | 114,088 | $11.5M | 2.66% |
| 15 | OLO INC | 68134L109 | 1,285,131 | $11.4M | 2.65% |
| 16 | ZUMIEZ INC | ZUMZ | 861,879 | $11.4M | 2.64% |
| 17 | RXO INC | RXO | 675,942 | $10.6M | 2.46% |
| 18 | ABERCROMBIE & FITCH CO | ANF | 119,352 | $9.9M | 2.29% |
| 19 | STITCH FIX INC | SFIX | 2,410,556 | $8.9M | 2.06% |
| 20 | COHU INC | COHU | 329,894 | $6.3M | 1.47% |
| 21 | MKS INC. | MKSI | 52,000 | $5.2M | 1.20% |
| 22 | BOX INC | BXCAP | 131,743 | $4.5M | 1.04% |
| 23 | FABRINET | FN | 10,041 | $3.0M | 0.68% |
| 24 | CIVITAS RESOURCES INC | 17888H103 | 103,082 | $2.8M | 0.66% |
| 25 | ENVIRI CORP | NVRI | 289,841 | $2.5M | 0.58% |
| 26 | SEQUANS COMMUNICATIONS S A | SQNS | 761,666 | $1.1M | 0.26% |