Divisadero Street Capital Management, LP — 13F holdings

Divisadero Street Capital Management, LP reported 142 holdings worth $4.41B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SGHC SUPER GROUP SGHC LIMITED — $398M (9.0%)
2. SEZL SEZZLE INC — $283M (6.4%)
3. CVNA CARVANA CO — $274M (6.2%)
4. DAVE DAVE INC — $261M (5.9%)
5. HIMS HIMS & HERS HEALTH INC — $208M (4.7%)
6. CLS CELESTICA INC — $168M (3.8%)
7. RSI RUSH STREET INTERACTIVE INC — $161M (3.7%)
8. SN SHARKNINJA INC — $125M (2.8%)
9. CECO CECO ENVIRONMENTAL CORP — $121M (2.7%)
10. COMP COMPASS INC — $117M (2.7%)