Divisadero Street Capital Management, LP Portfolio Holdings

Divisadero Street Capital Management, LP

  • $1.65 Billion
  • Q3 2025

Divisadero Street Capital Management, LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.65 Billion distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Super Group (Sghc) LTD with a value of $130M, Turning Point Brands, Inc. with a value of $96.3M, Carvana Co. with a value of $78.6M, Rush Street Interactive, Inc. with a value of $57.1M, and Flywire Corp with a value of $56.2M.

Examining the 13F form we can see an increase of $547M in the current position value, from $1.11B to 1.65B.

Divisadero Street Capital Management, LP is based out at Miami, FL

Below you can find more details about Divisadero Street Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.65 Billion
Consumer Cyclical: $723 Million
Consumer Defensive: $329 Million
Technology: $264 Million
Industrials: $146 Million
Healthcare: $138 Million
Communication Services: $47.8 Million
Financial Services: $3.74 Million
Utilities: $108,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6B
$130 Million 7.86% of portfolio
9,832,510
Q3 2025 Added 4,496.07%
$1.78B
$96.3 Million 5.83% of portfolio
974,066
Q3 2025 Added 3.21%
$26.9B
$78.6 Million 4.76% of portfolio
208,320
Q3 2025 Added 7.76%
$1.11B
$57.1 Million 3.46% of portfolio
2,788,451
Q3 2025 Reduced 57.3%
$1.42B
$56.2 Million 3.4% of portfolio
4,150,737
Q3 2025 Reduced 13.25%
$2.76B
$55.9 Million 3.38% of portfolio
375,000
Q3 2025 New
$3.24B
$44.9 Million 2.72% of portfolio
780,518
Q3 2025 Reduced 47.88%
$1.03B
$43.8 Million 2.65% of portfolio
2,606,883
Q3 2025 Added 6.68%
$474M
$41.1 Million 2.49% of portfolio
3,678,125
Q3 2025 Added 8.33%
$1.35B
$40.9 Million 2.47% of portfolio
993,338
Q3 2025 Added 140.15%
$398M
$34.6 Million 2.09% of portfolio
582,156
Q3 2025 New
$4.98B
$34.1 Million 2.06% of portfolio
268,836
Q3 2025 Added 558.73%
$4.88B
$33.9 Million 2.05% of portfolio
125,534
Q3 2025 New
$3.84B
$27.9 Million 1.69% of portfolio
453,873
Q3 2025 Added 756.01%
$1.35B
$28 Million 1.69% of portfolio
2,599,801
Q3 2025 Added 652.47%
$15.8B
$26.6 Million 1.61% of portfolio
163,303
Q3 2025 Added 283.3%
$1.22B
$24.5 Million 1.48% of portfolio
253,121
Q3 2025 Reduced 9.26%
$8.16B
$24 Million 1.45% of portfolio
155,000
Q3 2025 New
$1.46B
$21.5 Million 1.3% of portfolio
234,219
Q3 2025 New
$1.37B
$21.2 Million 1.28% of portfolio
2,476,487
Q3 2025 New
$1.97B
$21 Million 1.27% of portfolio
640,461
Q3 2025 New
$15.1B
$20.5 Million 1.24% of portfolio
56,344
Q3 2025 Added 57.44%
$347M
$17.3 Million 1.05% of portfolio
630,183
Q3 2025 New
$4.83B
$16.8 Million 1.02% of portfolio
183,872
Q3 2025 Added 93.55%
$161M
$16.8 Million 1.01% of portfolio
6,159,362
Q3 2025 Added 90.63%
$500M
$16.6 Million 1.01% of portfolio
656,154
Q3 2025 New
$597M
$16.2 Million 0.98% of portfolio
665,680
Q3 2025 Reduced 18.66%
$667M
$15 Million 0.91% of portfolio
4,113,247
Q3 2025 Reduced 25.29%
$647M
$15.1 Million 0.91% of portfolio
382,772
Q3 2025 New
$148M
$14.8 Million 0.9% of portfolio
867,244
Q3 2025 Reduced 15.76%
$1.11B
$13.8 Million 0.83% of portfolio
416,890
Q3 2025 Added 195.17%
$2.84B
$13.6 Million 0.82% of portfolio
1,045,000
Q3 2025 New
$6.95B
$13.6 Million 0.82% of portfolio
235,771
Q3 2025 New
$1.87B
$11.7 Million 0.71% of portfolio
400,550
Q3 2025 Reduced 27.69%
$1.19B
$11.7 Million 0.71% of portfolio
691,557
Q3 2025 Reduced 39.91%
$6.87B
$11.1 Million 0.67% of portfolio
78,300
Q2 2025 Added 1.69%
$867M
$10.8 Million 0.65% of portfolio
1,427,935
Q3 2025 Added 1,076.41%
$563M
$10.4 Million 0.63% of portfolio
444,965
Q3 2025 Reduced 45.31%
$16.2B
$9.96 Million 0.6% of portfolio
136,246
Q3 2025 Added 108.44%
$499M
$9.51 Million 0.58% of portfolio
994,249
Q3 2025 New
$3.45B
$8.92 Million 0.54% of portfolio
104,322
Q2 2025 Added 223.27%
$3.12B
$8.52 Million 0.52% of portfolio
150,337
Q3 2025 Added 275.84%
$947M
$8.47 Million 0.51% of portfolio
2,768,088
Q3 2025 New
$397M
$8.13 Million 0.49% of portfolio
837,650
Q3 2025 Reduced 31.96%
$341M
$7.68 Million 0.46% of portfolio
190,057
Q3 2025 New
$4.67B
$7.67 Million 0.46% of portfolio
80,000
Q3 2025 Reduced 87.36%
$515M
$7.54 Million 0.46% of portfolio
103,141
Q3 2025 Added 24.06%
$1.42B
$7.65 Million 0.46% of portfolio
316,216
Q3 2025 Added 0.65%
$1.93B
$6.76 Million 0.41% of portfolio
545,892
Q3 2025 Added 226.91%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $1.65 Billion
  • Prior Value $1.11 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 45 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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