Divisadero Street Capital Management, LP
Position in VSXY — Victoria's Secret & Co.
CIK 1901865
MIAMI, FL
Position in VSXY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$54,620,193
+$27,892,011 QoQ
Shares Held
1,178,175
+138.8% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VSXY Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026Divisadero Street Capital Management, LP holds $82,902,038 across 7 Apparel Retail names. VSXY ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VSXY |
Victoria's Secret & Co.
This page
|
1,178,175 | $54,620,193 | |
| 2 | CTRN |
Citi Trends Inc
|
494,046 | $21,402,072 | |
| 3 | ZUMZ |
Zumiez Inc
|
124,549 | $2,760,005 | |
| 4 | ANF |
Abercrombie & Fitch Co /De/
|
30,000 | $2,741,100 | |
| 5 | SFIX |
Stitch Fix, Inc.
|
311,747 | $1,031,882 | |
| 6 | JILL |
J.Jill, Inc.
|
21,452 | $245,839 | |
| 7 | DXLG |
Destination XL Group, Inc.
|
197,937 | $100,947 |
All Filings in VSXY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,620,193 | 1,178,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,728,182 | 493,413 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,331,597 | 85,910 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,591,053 | 85,910 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,596,207 | 85,910 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,558,392 | 85,910 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $465,922 | 26,368 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||