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Disclosery

13F-HR filed by Divisadero Street Capital Management, LP

Divisadero Street Capital Management, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 92 holding rows worth $2,137,852,576.

Accession
0000919574-26-000995
Filer
CIK 1901865
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 92 entries on the cover page, a total value of $2,137,852,576 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,137,852,576 with VALUE read as dollars as filed, 13F file number 028-22165. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DAVE INC23834J201CLASS A COM NEW725,100$160,544,391dollars as filedcall
SUPER GROUP SGHC LIMITEDG8588X103ORD SHS12,386,900$148,023,455dollars as filedcall
SUPER GROUP SGHC LIMITEDG8588X103ORD SHS11,741,629$140,312,467dollars as filed
Indivior PLCG4766E116Common Stock2,784,786$99,918,122dollars as filed
AMER SPORTS INCG0260P102COMMON STOCK2,490,845$93,033,061dollars as filed
CARVANA CO CL A146869102Stock218,189$92,080,122dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock769,163$86,069,340dollars as filed
FLYWIRE CORPORATION302492103COM VTG5,786,462$81,936,302dollars as filed
BUILD-A-BEAR WORKSHOP INC120076104COM1,251,224$76,662,494dollars as filed
CELSIUS HLDGS INC15118V207COM NEW1,620,212$74,108,497dollars as filed
SEZZLE INC78435P105COM1,123,226$71,296,770dollars as filed
AMERICAN PUB ED INC02913V103COM1,671,558$63,184,892dollars as filed
DAVE INC23834J201CLASS A COM NEW261,608$57,922,627dollars as filed
TURNING PT BRANDS INC COM90041L105Stock531,214$57,583,598dollars as filed
RUSH STREET INTERACTIVE INC782011100COM2,801,204$54,427,394dollars as filed
CELESTICA INC COM15101Q207Stock175,012$51,735,297dollars as filed
FIGS INC CLASS A30260D103COMMON STOCK4,410,632$50,104,780dollars as filed
THE REALREAL INC88339P101COM3,150,443$49,713,991dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock118,185$43,561,809dollars as filed
CELSIUS HLDGS INC15118V207COM NEW910,000$41,623,400dollars as filedcall
IMAX CORP45245E109COM964,986$35,665,883dollars as filed
NAPCO SEC TECHNOLOGIES INC COM630402105Stock809,729$33,765,699dollars as filed
LIFEWAY FOODS INC531914109COMMON STOCK1,347,635$32,653,196dollars as filed
RUSH STREET INTERACTIVE INC782011100COM1,610,100$31,284,243dollars as filedcall
WILLDAN GROUP INC96924N100COM298,932$30,987,291dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock493,413$26,728,182dollars as filed
BLEND LABS INC09352U108CL A5,701,122$17,331,411dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A502,162$17,304,503dollars as filed
VITAL FARMS INC92847W103COM534,780$17,080,873dollars as filed
AXOGEN INC05463X106COM503,822$16,490,094dollars as filed
UPSTARTHLDGSINC91680M107STOK370,000$16,180,100dollars as filed
HIMS & HERS HEALTH INC433000106COM CL A469,833$15,255,478dollars as filed
PORCH GROUP INC733245AD6DEBT 9.000% 5/11,620,351$14,793,805dollars as filed
COMPASS INC20464U100CL A1,250,000$13,212,500dollars as filed
ENOVA INTL INC29357K103COM82,490$12,967,428dollars as filed
ROSS STORES INC COM778296103Stock68,204$12,286,269dollars as filed
TTM TECHNOLOGIES INC87305R109COM164,595$11,357,055dollars as filed
MEDIAALPHA INC58450V104CL A849,011$10,994,692dollars as filed
PHATHOM PHARMACEUTICALS INC71722W107COMMON STOCK662,312$10,987,756dollars as filed
PROGYNY INC COM74340E103Stock363,624$9,337,864dollars as filed
NATIONAL VISION HLDGS INC COM63845R107Stock351,845$9,084,638dollars as filed
JOHNSON OUTDOORS INC A479167108COMMON STOCK209,457$8,891,450dollars as filed
CITI TRENDS INC17306X102COMMON STOCK203,107$8,441,127dollars as filed
VERICEL CORP92346J108COM225,000$8,102,250dollars as filed
GROUPON INC399473206COM NEW444,965$7,835,834dollars as filed
ZEVIA PBC98955K104CL A3,213,961$7,456,390dollars as filed
OMADA HEALTH INC68170A108COM469,597$7,410,241dollars as filed
EL POLLO LOCO HOLDINGS INC268603107COMMON STOCK692,665$7,245,276dollars as filed
THREDUP INC CLASS A88556E102COMMON STOCK993,949$6,351,334dollars as filed
BLUELINX HOLDINGS INC09624H208COMMON STOCK103,141$6,335,952dollars as filed
WEBULL CORPG9572D103ORD SHS800,000$6,216,000dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock361,344$5,868,227dollars as filed
FLOTEK INDUSTRIES INC343389409COMMON STOCK337,407$5,813,523dollars as filed
PRIORITY TECHNOLOGY HOLDINGS74275G107COMMON STOCK1,057,894$5,765,522dollars as filed
DELCATH SYSTEMS INC24661P807COMMON STOCK499,796$5,047,940dollars as filed
Philip Morris International Inc.718172109COM28,244$4,530,338dollars as filed
ARLO TECHNOLOGIES INC04206A101COMMON STOCK320,287$4,480,815dollars as filed
CERIBELL INC15678C102COMMON STOCK188,506$4,133,937dollars as filed
ZUMIEZ INC989817101COMMON STOCK124,549$3,244,501dollars as filed
WINGSTOP INC COM974155103Stock12,857$3,066,266dollars as filed
REV Group Inc749527107Common Stock50,000$3,040,500dollars as filed
EZCORP INC302301106CL A NON VTG138,505$2,689,767dollars as filed
SWEETGREEN INC87043Q108COM CL A255,244$1,725,449dollars as filed
FOX FACTORY HLDG CORP35138V102COM100,000$1,711,000dollars as filed
GRANDSTAND LTD ORDINARY SHARESG3R239101Stock305,694$1,669,089dollars as filed
BELLRING BRANDS INC COMMON STOCK07831C103Stock55,780$1,490,999dollars as filed
J JILL INC46620W201COMMON STOCK108,105$1,483,201dollars as filed
BIOVENTUS INC09075A108COM CL A183,131$1,362,495dollars as filed
RANPAK HOLDINGS CORP75321W103COMMON STOCK250,001$1,352,505dollars as filed
SLEEP NUMBER CORP83125X103COM D156,098$1,320,589dollars as filed
BETA BIONICS INC08659B102COMMON STOCK39,606$1,206,795dollars as filed
SENSUS HEALTHCARE INC81728J109COM298,879$1,189,538dollars as filed
NEOGENOMICS INC64049M209COM NEW100,000$1,176,000dollars as filed
ONEWATER MARINE INC CL A68280L101COMMON STOCK108,000$1,168,560dollars as filed
HINGE HEALTH INC A433313103COMMON STOCK24,639$1,144,482dollars as filed
ADTRAN HOLDINGS INC00486H105COM127,489$1,107,879dollars as filed
MEDIFAST INC58470H101COM79,839$852,681dollars as filed
REMITLY GLOBAL INC75960P104COM61,463$848,189dollars as filed
ARHAUS INC04035M102COMMON STOCK67,413$755,700dollars as filed
NETGEAR INC64111Q104COM28,700$704,011dollars as filed
1 800 FLOWERS COM INC68243Q106CL A172,395$677,512dollars as filed
INOGEN INC45780L104COM88,136$592,274dollars as filed
LOVESAC COMPANY54738L109COM38,115$562,196dollars as filed
LIFEMD INC53216B104COM135,826$463,167dollars as filed
LIFEVANTAGE CORP53222K205COMMON STOCK64,345$396,365dollars as filed
AVITA THERAPEUTICS, INC.05380C102COM100,000$345,000dollars as filed
ALPHA TEKNOVA INC02080L102COMMON STOCK78,872$299,714dollars as filed
ZIPRECRUITER INC A98980B103COMMON STOCK49,510$193,089dollars as filed
DESTINATION XL GROUP INC25065K104COM197,937$182,003dollars as filed
3D SYSTEMS CORP88554D205COMMON STOCK90,531$160,240dollars as filed
PURPLE INNOVATION INC74640Y106CMN138,605$95,707dollars as filed
GOGO INC38046C109COM12,272$57,188dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000919574-26-000995this filing2026-02-17acceptance time not in the bulk data set