Filed: 2/17/2026ACC: 0000919574-26-000995
📋 What this filing means
DIVISADERO STREET CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $2.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$2.14B
Total AUM (reported)
87.94M
Total Shares
Allocation by class
COM$826.64M38.7%
ORD SHS$294.55M13.8%
CLASS A COM NEW$218.47M10.2%
CL A$208.44M9.7%
COM SHS$179.10M8.4%
COM NEW$142.50M6.7%
ORD$99.92M4.7%
Portfolio Concentration
Top 3$622.53M29.1%
4–10$615.41M28.8%
11–25$598.70M28.0%
Rest$301.21M14.1%
Top 3 weight
29.1%
Top 10 weight
57.9%
Voting Authority Distribution
Total shares with voting rights: 87.94M
Sole
Full voting authority
87.94M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
SUPER GROUP SGHC LIMITED
SOLEShares24.13M
TypeSH
Market value$288.34M
13.49%
Sole
24.13M
Shared
0.00
None
0.00
DAVE INC
SOLEShares986.71K
TypeSH
Market value$218.47M
10.22%
Sole
986.71K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares2.53M
TypeSH
Market value$115.73M
5.41%
Sole
2.53M
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares2.78M
TypeSH
Market value$99.92M
4.67%
Sole
2.78M
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares2.49M
TypeSH
Market value$93.03M
4.35%
Sole
2.49M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares218.19K
TypeSH
Market value$92.08M
4.31%
Sole
218.19K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares769.16K
TypeSH
Market value$86.07M
4.03%
Sole
769.16K
Shared
0.00
None
0.00
RUSH STREET INTERACTIVE INC
SOLEShares4.41M
TypeSH
Market value$85.71M
4.01%
Sole
4.41M
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares5.79M
TypeSH
Market value$81.94M
3.83%
Sole
5.79M
Shared
0.00
None
0.00
BUILD-A-BEAR WORKSHOP INC
SOLEShares1.25M
TypeSH
Market value$76.66M
3.59%
Sole
1.25M
Shared
0.00
None
0.00
SEZZLE INC
SOLEShares1.12M
TypeSH
Market value$71.30M
3.33%
Sole
1.12M
Shared
0.00
None
0.00
AMERICAN PUB ED INC
SOLEShares1.67M
TypeSH
Market value$63.18M
2.96%
Sole
1.67M
Shared
0.00
None
0.00
TURNING PT BRANDS INC
SOLEShares531.21K
TypeSH
Market value$57.58M
2.69%
Sole
531.21K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares175.01K
TypeSH
Market value$51.74M
2.42%
Sole
175.01K
Shared
0.00
None
0.00
FIGS INC
SOLEShares4.41M
TypeSH
Market value$50.10M
2.34%
Sole
4.41M
Shared
0.00
None
0.00
THE REALREAL INC
SOLEShares3.15M
TypeSH
Market value$49.71M
2.33%
Sole
3.15M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares118.19K
TypeSH
Market value$43.56M
2.04%
Sole
118.19K
Shared
0.00
None
0.00
IMAX CORP
SOLEShares964.99K
TypeSH
Market value$35.67M
1.67%
Sole
964.99K
Shared
0.00
None
0.00
NAPCO SEC TECHNOLOGIES INC
SOLEShares809.73K
TypeSH
Market value$33.77M
1.58%
Sole
809.73K
Shared
0.00
None
0.00
LIFEWAY FOODS INC
SOLEShares1.35M
TypeSH
Market value$32.65M
1.53%
Sole
1.35M
Shared
0.00
None
0.00
WILLDAN GROUP INC
SOLEShares298.93K
TypeSH
Market value$30.99M
1.45%
Sole
298.93K
Shared
0.00
None
0.00
VICTORIAS SECRET AND CO
SOLEShares493.41K
TypeSH
Market value$26.73M
1.25%
Sole
493.41K
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares5.70M
TypeSH
Market value$17.33M
0.81%
Sole
5.70M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares502.16K
TypeSH
Market value$17.30M
0.81%
Sole
502.16K
Shared
0.00
None
0.00
VITAL FARMS INC
SOLEShares534.78K
TypeSH
Market value$17.08M
0.80%
Sole
534.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUPER GROUP SGHC LIMITEDSOLE | ORD SHS | 24.13M | SH | $288.34M 13.49% | 24.13M | 0.00 | 0.00 |
DAVE INCSOLE | CLASS A COM NEW | 986.71K | SH | $218.47M 10.22% | 986.71K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 2.53M | SH | $115.73M 5.41% | 2.53M | 0.00 | 0.00 |
INDIVIOR PLCSOLE | ORD | 2.78M | SH | $99.92M 4.67% | 2.78M | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 2.49M | SH | $93.03M 4.35% | 2.49M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 218.19K | SH | $92.08M 4.31% | 218.19K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 769.16K | SH | $86.07M 4.03% | 769.16K | 0.00 | 0.00 |
RUSH STREET INTERACTIVE INCSOLE | COM | 4.41M | SH | $85.71M 4.01% | 4.41M | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 5.79M | SH | $81.94M 3.83% | 5.79M | 0.00 | 0.00 |
BUILD-A-BEAR WORKSHOP INCSOLE | COM | 1.25M | SH | $76.66M 3.59% | 1.25M | 0.00 | 0.00 |
SEZZLE INCSOLE | COM | 1.12M | SH | $71.30M 3.33% | 1.12M | 0.00 | 0.00 |
AMERICAN PUB ED INCSOLE | COM | 1.67M | SH | $63.18M 2.96% | 1.67M | 0.00 | 0.00 |
TURNING PT BRANDS INCSOLE | COM | 531.21K | SH | $57.58M 2.69% | 531.21K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 175.01K | SH | $51.74M 2.42% | 175.01K | 0.00 | 0.00 |
FIGS INCSOLE | CL A | 4.41M | SH | $50.10M 2.34% | 4.41M | 0.00 | 0.00 |
THE REALREAL INCSOLE | COM | 3.15M | SH | $49.71M 2.33% | 3.15M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 118.19K | SH | $43.56M 2.04% | 118.19K | 0.00 | 0.00 |
IMAX CORPSOLE | COM | 964.99K | SH | $35.67M 1.67% | 964.99K | 0.00 | 0.00 |
NAPCO SEC TECHNOLOGIES INCSOLE | COM | 809.73K | SH | $33.77M 1.58% | 809.73K | 0.00 | 0.00 |
LIFEWAY FOODS INCSOLE | COM | 1.35M | SH | $32.65M 1.53% | 1.35M | 0.00 | 0.00 |
WILLDAN GROUP INCSOLE | COM | 298.93K | SH | $30.99M 1.45% | 298.93K | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COMMON STOCK | 493.41K | SH | $26.73M 1.25% | 493.41K | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 5.70M | SH | $17.33M 0.81% | 5.70M | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 502.16K | SH | $17.30M 0.81% | 502.16K | 0.00 | 0.00 |
VITAL FARMS INCSOLE | COM | 534.78K | SH | $17.08M 0.80% | 534.78K | 0.00 | 0.00 |
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