Divisadero Street Capital Management
Divisadero Street Capital Management reported 140 stocks worth $4.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SEZL (6.6%), CVNA (6.4%) and SGHC (6.4%). Compared with Q1 2026, the fund opened new positions in CHYM, VSH and ESI, added to SEZL, CVNA and SGHC, trimmed RSI, VSXY and OMDA and sold out of EAT, LINC and LRN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SEZL Sezzle Inc | $283M | 6.6% | 1.6M | +338K (+26%) | 6 of 8 | |
| 2 |  CVNA Carvana Co | $274M | 6.4% | 4.2M | +3.9M (+1737%) | 8 of 8 | |
| 3 |  SGHC Super Group Sghc Limited | $273M | 6.4% | 20.1M | +3.8M (+23%) | 5 of 8 | |
| 4 |  DAVE Dave Inc | $261M | 6.1% | 699K | +59K (+9%) | 8 of 8 | |
| 5 |  HIMS Hims & Hers Health Inc | $208M | 4.9% | 6M | +5.5M (+1179%) | 8 of 8 | |
| 6 |  CLS Celestica Inc | $168M | 3.9% | 461K | +156K (+51%) | 6 of 8 | |
| 7 |  RSI Rush Street Interactive Inc | $161M | 3.8% | 5.4M | −1M (−16%) | 8 of 8 | |
| 8 |  SN Sharkninja Inc | $125M | 2.9% | 819K | +50K (+7%) | 8 of 8 | |
| 9 |  CECO Ceco Environmental Corp | $121M | 2.8% | 1.3M | +1.1M (+609%) | 3 of 8 | |
| 10 |  COMP Compass Inc | $117M | 2.7% | 9.5M | +6.1M (+180%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EAT Brinker Intl Inc | $36.9M | 258K |
 LINC Lincoln Edl Svcs Corp | $33.6M | 826K |
 LRN Stride Inc | $27.2M | 309K |
 TREE Lendingtree Inc New | $20.1M | 469K |
 ADPT Adaptive Biotechnologies Cor | $18.3M | 1.3M |
🔒 Free account: see all 26.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Divisadero Street Capital Management 13F FAQ
What does Divisadero Street Capital Management own?
Divisadero Street Capital Management reported 140 stocks worth $4.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SEZL (6.6%), CVNA (6.4%) and SGHC (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Divisadero Street Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 51 new positions, 39 added to, 30 trimmed and 26 sold out. New positions include CHYM, VSH and ESI. It sold all of EAT, LINC and LRN.
When will Divisadero Street Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Divisadero Street Capital Management's portfolio worth?
The Q2 2026 filing reports $4.3B in US stocks ($4.4B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.