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Divisadero Street Capital Management, LP: LWAY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Divisadero Street Capital Management, LP on LWAY, newest first. How the timeline and the estimate are built.

Divisadero Street Capital Management, LP held 2,101,540 LWAY shares at 2026-06-30 per its 13F-HR filed 2026-08-14, and reported 2,451,792 shares in a Form 4 filed 2026-10-06.

Estimated current stake: 2,451,792 shares

Estimated from Form 4 of 2026-10-06. As of 2026-10-06, Form 4 0000919574-26-006685.

Shares are the reporting owners' post-transaction amount in the lines that filing reports.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. transaction date2026-10-06
    F4 2,451,792 shares
    Transaction change +50,000 shares

    (code P, bought) at $20.8038.

    Form 4 0000919574-26-006685 filed by Divisadero Street Capital Management, LP
    Accepted , ingested

  2. transaction date2026-10-05
    F4 2,401,792 shares
    Transaction change +36,202 shares

    (code P, bought) at $21.0081.

    Form 4 0000919574-26-006685 filed by Divisadero Street Capital Management, LP
    Accepted , ingested

  3. transaction date2026-10-02
    F4 2,365,590 shares
    Transaction change +17,482 shares

    (code P, bought) at $21.0885. Different basis (the reporting owners' lines in a Form 3, 4 or 5).

    Form 4 0000919574-26-006685 filed by Divisadero Street Capital Management, LP
    Accepted , ingested

  4. period ended2026-06-30
    13F 2,101,540 shares
    Change vs previous 13F +692,772 shares

    1.46% of the 13F portfolio, value $62,709,954.

    13F-HR 0001901865-26-000002 filed by Divisadero Street Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2026-03-31
    13F 1,408,768 shares
    Change vs previous 13F +61,133 shares

    1.28% of the 13F portfolio, value $27,245,573.

    13F-HR 0001901865-26-000001 filed by Divisadero Street Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-12-31
    13F 1,347,635 shares
    Change vs previous 13F +717,452 shares

    1.86% of the 13F portfolio, value $32,653,196.

    13F-HR 0000919574-26-000995 filed by Divisadero Street Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-09-30
    13F 630,183 shares
    Change vs previous 13F +630,183 shares

    0.81% of the 13F portfolio, value $17,493,880.

    13F-HR 0000919574-25-006804 filed by Divisadero Street Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -117,951 shares

    13F-HR 0000919574-25-003098 filed by Divisadero Street Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  9. period ended2024-12-31
    13F 117,951 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,925,185.

    13F-HR 0000919574-25-001257 filed by Divisadero Street Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).