Divisadero Street Capital Management, LP

Position in CLFD — Clearfield, Inc.

CIK 1901865 MIAMI, FL

Position in CLFD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,203,855

+$1,951,920 QoQ

Shares Held

130,783

+38.3% QoQ

Ownership

0.963%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#20

of 125 holders

Holding Since

Sep 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Divisadero Street Capital Management, LP holds $99,251,367 across 3 Communication Equipment names. CLFD ranks #2 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LITE	Lumentum Holdings Inc.	108,188	$92,831,795
2	CLFD	Clearfield, Inc. This page	130,783	$5,203,855
3	NTGR	Netgear, Inc.	52,065	$1,215,717

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,203,855	130,783	+38.3%	Shares	Sole	2026-08-14
2025-09-30	$3,251,935	94,588	+95.9%	Shares	Sole	2025-11-14
2025-06-30	$2,095,834	48,280	-72.7%	Shares	Sole	2025-08-14
2024-12-31	$5,488,457	177,047	-15.3%	Shares	Sole	2025-02-14
2024-09-30	$8,144,471	209,047	+3.3%	Shares	Sole	2024-11-14
2024-06-30	$7,800,610	202,298	-16.5%	Shares	Sole	2024-08-12
2023-12-31	$7,046,491	242,314	0.0%	Shares	Sole	2024-02-14
2023-09-30	$6,944,719	242,314	0.0%	Shares	Sole	2023-11-15
2023-06-30	$11,473,567	242,314	+4746.3%	Shares	Sole	2023-08-14
2022-09-30	$523,200	5,000	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.