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
Holdings in CMRC
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,484,812 | 3,926,896 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,560,811 | 3,776,896 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,008,630 | 4,610,948 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,801,625 | 4,560,325 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,278,175 | 2,652,461 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,456,829 | 1,872,031 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,372,287 | 1,260,220 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,273,573 | 530,220 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||