Divisadero Street Capital Management, LP has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $656 Million distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rush Street Interactive, Inc. with a value of $65.4M, Brinker International, Inc with a value of $48.7M, J.Jill, Inc. with a value of $44M, Carvana Co. with a value of $40.2M, and Hims & Hers Health, Inc. with a value of $31.2M.
Examining the 13F form we can see an decrease of $85.8M in the current position value, from $742M to 656M.
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
$656 Million
Consumer Cyclical: $321 Million
Healthcare: $99.5 Million
Consumer Defensive: $80.3 Million
Communication Services: $63.4 Million
Technology: $41.4 Million
Industrials: $30.2 Million
Financial Services: $19.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions