13F HOLDINGS REPORT
Divisar Capital Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001645721-25-000024
Total Value
$367.6M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LUMENTUM HLDGS INC | LITE | 203,915 | $33.2M | 9.03% |
| 2 | ADTRAN HOLDINGS INC | ADTN | 3,213,090 | $30.1M | 8.20% |
| 3 | ULTRA CLEAN HLDGS INC | UCTT | 1,052,554 | $28.7M | 7.80% |
| 4 | POLARIS INC | PII | 447,905 | $26.0M | 7.08% |
| 5 | KULICKE & SOFFA INDS INC | 501242101 | 630,833 | $25.6M | 6.97% |
| 6 | COMMERCE.COM INC. | CMRC | 4,610,948 | $23.0M | 6.26% |
| 7 | ONTO INNOVATION INC | ONTO | 175,088 | $22.6M | 6.16% |
| 8 | BRUNSWICK CORP | BC-PC | 317,992 | $20.1M | 5.47% |
| 9 | ORION S.A. | OEC | 2,450,414 | $18.6M | 5.05% |
| 10 | MASTERCRAFT BOAT HLDGS INC | MCFT | 860,495 | $18.5M | 5.02% |
| 11 | PDF SOLUTIONS INC | PDFS | 684,082 | $17.7M | 4.81% |
| 12 | NLIGHT INC | LASR | 575,443 | $17.1M | 4.64% |
| 13 | CALIX INC | CALX | 244,088 | $15.0M | 4.08% |
| 14 | ZUMIEZ INC | ZUMZ | 695,737 | $13.6M | 3.71% |
| 15 | VIMEO INC | 92719V100 | 1,239,652 | $9.6M | 2.61% |
| 16 | RXO INC | RXO | 535,942 | $8.2M | 2.24% |
| 17 | MKS INC. | MKSI | 62,000 | $7.7M | 2.09% |
| 18 | ABERCROMBIE & FITCH CO | ANF | 81,424 | $7.0M | 1.90% |
| 19 | BOX INC | BXCAP | 161,743 | $5.2M | 1.42% |
| 20 | COHU INC | COHU | 239,894 | $4.9M | 1.33% |
| 21 | TTM TECHNOLOGIES INC | TTMI | 66,004 | $3.8M | 1.03% |
| 22 | ENVIRI CORP | NVRI | 289,841 | $3.7M | 1.00% |
| 23 | STITCH FIX INC | SFIX | 781,581 | $3.4M | 0.92% |
| 24 | FABRINET | FN | 8,370 | $3.1M | 0.83% |
| 25 | VIAVI SOLUTIONS INC | VIAV | 100,000 | $1.3M | 0.35% |