Divisar Capital Management LLC
Top Portfolio Positions
26 positions ·
$392,405,568 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ONTO |
Onto Innovation Inc.
Technology
|
193,253 | $39,630,392 | 10.10% | |
| UCTT |
Ultra Clean Holdings, Inc.
Technology
|
420,049 | $26,118,646 | 6.66% | |
| PII |
Polaris Inc.
Consumer Cyclical
|
477,877 | $26,044,296 | 6.64% | |
| BC |
Brunswick Corp
Consumer Cyclical
|
349,770 | $25,449,265 | 6.49% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
35,223 | $24,753,315 | 6.31% | |
| OEC |
Orion S.A.
Basic Materials
|
3,567,263 | $23,187,209 | 5.91% | |
| ADTN |
ADTRAN Holdings, Inc.
Technology
|
1,769,439 | $22,259,542 | 5.67% | |
| KLIC |
Kulicke & Soffa Industries Inc
Technology
|
316,887 | $20,825,813 | 5.31% | |
| PDFS |
Pdf Solutions Inc
Technology
|
623,364 | $20,390,236 | 5.20% | |
| MKSI |
Mks Inc
Technology
|
85,501 | $19,648,984 | 5.01% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,449,265 | 349,770 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,923,084 | 308,770 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,109,814 | 317,992 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,088,311 | 381,758 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,615,568 | 345,693 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,644,251 | 272,793 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,203,331 | 264,893 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,276,263 | 264,893 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,251,369 | 261,618 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $30,033,231 | 310,421 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,893,259 | 340,421 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,154,795 | 313,421 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,034,908 | 329,694 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,010,963 | 319,242 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,363,382 | 295,850 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,500,133 | 267,668 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,754,141 | 219,485 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,112,533 | 110,320 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,081,136 | 95,320 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,495,778 | 95,320 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,090,668 | 95,320 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,504,796 | 85,320 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||