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
No Holdings History
No holdings records found for this institution in TREE.