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 OEC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,187,209 | 3,567,263 | Shares | Sole | 2026-05-15 | |
| 2026-02-19 | $19,357,139 | 3,087,263 | Shares | Sole | 2026-02-26 | |
| 2025-12-31 | $14,479,639 | 2,742,356 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,574,138 | 2,450,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,175,074 | 2,209,254 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,148,521 | 1,558,277 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,316,285 | 1,223,324 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,362,600 | 1,143,324 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,663,499 | 805,082 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,641,928 | 750,082 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,367,686 | 662,376 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,244,161 | 622,376 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,584,011 | 593,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,558,898 | 558,026 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,650,843 | 598,026 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,298,378 | 546,695 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,258,737 | 467,401 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,464,393 | 467,401 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,470,082 | 352,401 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,424,270 | 352,401 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,742,594 | 302,401 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $863,736 | 43,800 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||