Divisadero Street Capital Management, LP
Top Portfolio Positions
160 positions ·
$2,319,400,582 total
· as of Sep 30, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGHC |
Super Group (SGHC) Ltd
Consumer Cyclical
|
18,608,710 | $245,634,972 | 10.59% | |
| RSI |
Rush Street Interactive, Inc.
Consumer Cyclical
|
9,885,041 | $202,445,639 | 8.73% | |
| DAVE |
Dave Inc./DE
Technology
|
925,266 | $184,451,777 | 7.95% | |
| SEZL |
Sezzle Inc.
Financial Services
|
1,494,617 | $118,866,890 | 5.12% | |
| TPB |
Turning Point Brands, Inc.
Consumer Defensive
|
974,066 | $96,296,164 | 4.15% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
774,408 | $79,880,185 | 3.44% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
208,320 | $78,586,636 | 3.39% | |
| FLYW |
Flywire Corp
Technology
|
4,150,737 | $56,200,978 | 2.42% | |
| LRN |
Stride, Inc.
Consumer Defensive
|
375,000 | $55,852,500 | 2.41% | |
| CLS |
Celestica Inc
Technology
|
196,211 | $48,342,466 | 2.08% |
Portfolio Trend
16 quarters · across all stocks
Holdings in BBW
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-12-31 | $11,283,067 | 578,026 | Shares | Sole | 2022-02-14 | |
| 2022-03-31 | $2,570,168 | 140,600 | Shares | Sole | 2022-05-16 | |
| 2022-06-30 | $8,244,482 | 502,100 | Shares | Sole | 2022-08-24 | |
| 2022-12-31 | $11,035,536 | 462,900 | Shares | Sole | 2023-02-14 | |
| 2024-09-30 | $1,185,833 | 34,502 | Shares | Sole | 2024-11-14 | |
| 2024-12-31 | $1,588,472 | 34,502 | Shares | Sole | 2025-02-14 | |
| 2025-03-31 | $1,282,439 | 34,502 | Shares | Sole | 2025-05-15 | |
| 2025-06-30 | $1,778,923 | 34,502 | Shares | Sole | 2025-08-14 | |
| 2025-09-30 | $2,249,875 | 34,502 | Shares | Sole | 2025-11-14 | |
| 2025-12-05 | $41,620,904 | 835,929 | Shares | Sole | 2025-12-08 | |
| 2025-12-11 | $53,317,738 | 996,407 | Shares | Sole | 2025-12-15 | |
| No 13F history on record for this holder in this stock. | ||||||