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Divisar Capital Management LLC

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13F filer, CIK 1645721, SAN FRANCISCO, CA

Divisar Capital Management LLC reported $433,982,867 across 28 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 60.91% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001645721-26-000009

Period
2026-06-30
Reported value
$434M
Holdings
28
Top 10 weight
60.91%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CALYnew+298,282$5.6M
VERXadded+445,183$5.11M
OXMadded+133,292$4.65M
PIIadded+51,213$3.51M
BOXadded+110,000$2.92M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
UCTTreduced-264,396-$37.7M
ONTOreduced-79,000-$29.9M
PDFSreduced-315,485-$22.3M
KLICreduced-136,059-$18.2M
ADTNreduced-917,913-$12.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001645721-26-000009, largest first. % of portfolio is the value over $433,982,867, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,088 shares; 2024Q4: 10,088 shares; 2025Q1: 23,088 shares; 2025Q2: 114,088 shares; 2025Q3: 175,088 shares; 2025Q4: 212,403 shares; 2026Q1: 193,253 shares; 2026Q2: 114,253 shares 114,253$43.2M9.96%-79,000Timeline
PIIPOLARIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 120,000 shares; 2025Q1: 479,639 shares; 2025Q2: 591,105 shares; 2025Q3: 447,905 shares; 2025Q4: 404,553 shares; 2026Q1: 477,877 shares; 2026Q2: 529,090 shares 529,090$36.2M8.34%+51,213Timeline
MKSIMKS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,000 shares; 2025Q3: 62,000 shares; 2025Q4: 77,501 shares; 2026Q1: 85,501 shares; 2026Q2: 62,501 shares 62,501$27.8M6.41%-23,000Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,893 shares; 2024Q4: 272,793 shares; 2025Q1: 345,693 shares; 2025Q2: 381,758 shares; 2025Q3: 317,992 shares; 2025Q4: 308,770 shares; 2026Q1: 349,770 shares; 2026Q2: 287,137 shares 287,137$24.2M5.57%-62,633Timeline
KLICKULICKE & SOFFA INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905,981 shares; 2024Q4: 708,156 shares; 2025Q1: 882,289 shares; 2025Q2: 967,289 shares; 2025Q3: 630,833 shares; 2025Q4: 481,021 shares; 2026Q1: 316,887 shares; 2026Q2: 180,828 shares 180,828$24.2M5.57%-136,059Timeline
OECORION S.A.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,143,324 shares; 2024Q4: 1,223,324 shares; 2025Q1: 1,558,277 shares; 2025Q2: 2,209,254 shares; 2025Q3: 2,450,414 shares; 2025Q4: 2,742,356 shares; 2026Q1: 3,567,263 shares; 2026Q2: 3,384,750 shares 3,384,750$22.4M5.17%-182,513Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 740,589 shares; 2024Q4: 457,765 shares; 2025Q1: 394,506 shares; 2025Q2: 388,786 shares; 2025Q3: 203,915 shares; 2025Q4: 87,029 shares; 2026Q1: 35,223 shares; 2026Q2: 26,123 shares 26,123$22.4M5.16%-9,100Timeline
UCTTULTRA CLEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228,987 shares; 2024Q4: 1,021,995 shares; 2025Q1: 1,033,935 shares; 2025Q2: 1,417,034 shares; 2025Q3: 1,052,554 shares; 2025Q4: 949,328 shares; 2026Q1: 420,049 shares; 2026Q2: 155,653 shares 155,653$22.2M5.11%-264,396Timeline
PDFSPDF SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675,583 shares; 2024Q4: 620,710 shares; 2025Q1: 547,210 shares; 2025Q2: 611,387 shares; 2025Q3: 684,082 shares; 2025Q4: 759,815 shares; 2026Q1: 623,364 shares; 2026Q2: 307,879 shares 307,879$21.8M5.02%-315,485Timeline
BOXBOX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598,461 shares; 2024Q4: 363,461 shares; 2025Q1: 171,743 shares; 2025Q2: 131,743 shares; 2025Q3: 161,743 shares; 2025Q4: 188,049 shares; 2026Q1: 638,049 shares; 2026Q2: 748,049 shares 748,049$19.9M4.57%+110,000Timeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,000 shares; 2026Q1: 1,195,712 shares; 2026Q2: 1,640,895 shares 1,640,895$18.8M4.34%+445,183Timeline
RXORXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199,155 shares; 2024Q4: 849,620 shares; 2025Q1: 915,942 shares; 2025Q2: 675,942 shares; 2025Q3: 535,942 shares; 2025Q4: 555,009 shares; 2026Q1: 1,052,525 shares; 2026Q2: 662,525 shares 662,525$18.3M4.21%-390,000Timeline
MCFTMASTERCRAFT BOAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774,897 shares; 2024Q4: 1,006,805 shares; 2025Q1: 1,175,045 shares; 2025Q2: 1,178,640 shares; 2025Q3: 860,495 shares; 2025Q4: 726,876 shares; 2026Q1: 692,276 shares; 2026Q2: 672,276 shares 672,276$17.4M4%-20,000Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,004 shares; 2025Q4: 137,339 shares; 2026Q1: 126,639 shares; 2026Q2: 92,639 shares 92,639$17.3M3.99%-34,000Timeline
CALXCALIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,108 shares; 2024Q4: 594,357 shares; 2025Q1: 460,765 shares; 2025Q2: 351,445 shares; 2025Q3: 244,088 shares; 2025Q4: 299,963 shares; 2026Q1: 340,163 shares; 2026Q2: 395,163 shares 395,163$14.7M3.4%+55,000Timeline
WEAVWEAVE COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 580,497 shares; 2026Q1: 1,840,100 shares; 2026Q2: 2,023,606 shares 2,023,606$12.1M2.79%+183,506Timeline
ADTNADTRAN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,083,241 shares; 2024Q4: 4,806,383 shares; 2025Q1: 3,428,863 shares; 2025Q2: 4,229,362 shares; 2025Q3: 3,213,090 shares; 2025Q4: 2,986,302 shares; 2026Q1: 1,769,439 shares; 2026Q2: 851,526 shares 851,526$11.8M2.73%-917,913Timeline
CMRCCOMMERCE.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260,220 shares; 2024Q4: 1,872,031 shares; 2025Q1: 2,652,461 shares; 2025Q2: 4,560,325 shares; 2025Q3: 4,610,948 shares; 2025Q4: 3,776,896 shares; 2026Q1: 3,926,896 shares; 2026Q2: 3,142,845 shares 3,142,845$9.3M2.14%-784,051Timeline
THRMGENTHERM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,972 shares; 2026Q1: 158,972 shares; 2026Q2: 228,972 shares 228,972$7.81M1.8%+70,000Timeline
DINDINE BRANDS GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242,267 shares; 2026Q2: 165,637 shares 165,637$5.95M1.37%-76,630Timeline
CALYCALLAWAY GOLF COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 298,282 shares 298,282$5.6M1.29%newTimeline
OXMOXFORD INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,096 shares; 2026Q2: 154,388 shares 154,388$5.38M1.24%+133,292Timeline
ZUMZZUMIEZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519,517 shares; 2024Q4: 691,879 shares; 2025Q1: 761,879 shares; 2025Q2: 861,879 shares; 2025Q3: 695,737 shares; 2025Q4: 259,102 shares; 2026Q1: 289,102 shares; 2026Q2: 289,102 shares 289,102$5.15M1.19%0Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760,935 shares; 2024Q4: 1,739,892 shares; 2025Q1: 1,504,092 shares; 2025Q2: 1,123,576 shares; 2025Q3: 575,443 shares; 2025Q4: 288,438 shares; 2026Q1: 88,314 shares; 2026Q2: 71,446 shares 71,446$4.97M1.15%-16,868Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 190,805 shares; 2026Q1: 131,353 shares; 2026Q2: 96,353 shares 96,353$4.6M1.06%-35,000Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,340 shares; 2024Q4: 22,340 shares; 2025Q1: 16,340 shares; 2025Q2: 10,041 shares; 2025Q3: 8,370 shares; 2025Q4: 7,570 shares; 2026Q1: 7,570 shares; 2026Q2: 7,570 shares 7,570$4.25M0.98%0Timeline
ANFABERCROMBIE & FITCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,886 shares; 2024Q4: 34,200 shares; 2025Q1: 109,017 shares; 2025Q2: 119,352 shares; 2025Q3: 81,424 shares; 2025Q4: 55,808 shares; 2026Q1: 64,308 shares; 2026Q2: 44,308 shares 44,308$3.99M0.92%-20,000Timeline
EVEREVERQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90,000 shares 90,000$2.14M0.49%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001645721-26-000009 base2026-08-14acceptance time not in the bulk data set