Filed: 8/14/2025ACC: 0001645721-25-000018
📋 What this filing means
DIVISAR CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $432.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$432.31M
Total AUM (reported)
34.03M
Total Shares
Allocation by class
COM$321.39M74.3%
COMMON STOCK$46.46M10.7%
CL A$25.83M6.0%
COM SER 1$22.80M5.3%
COM CL A$8.92M2.1%
SHS$2.96M0.7%
COM NEW$2.84M0.7%
Portfolio Concentration
Top 3$110.73M25.6%
4–10$179.47M41.5%
11–25$140.99M32.6%
Rest$1.12M0.3%
Top 3 weight
25.6%
Top 10 weight
67.1%
Voting Authority Distribution
Total shares with voting rights: 34.03M
Sole
Full voting authority
34.03M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
ADTRAN HOLDINGS INC
SOLEShares4.23M
TypeSH
Market value$37.94M
8.78%
Sole
4.23M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares388.79K
TypeSH
Market value$36.96M
8.55%
Sole
388.79K
Shared
0.00
None
0.00
VIMEO INC
SOLEShares8.87M
TypeSH
Market value$35.83M
8.29%
Sole
8.87M
Shared
0.00
None
0.00
KULICKE & SOFFA INDS INC
SOLEShares967.29K
TypeSH
Market value$33.47M
7.74%
Sole
967.29K
Shared
0.00
None
0.00
ULTRA CLEAN HLDGS INC
SOLEShares1.42M
TypeSH
Market value$31.98M
7.40%
Sole
1.42M
Shared
0.00
None
0.00
POLARIS INC
SOLEShares591.11K
TypeSH
Market value$24.03M
5.56%
Sole
591.11K
Shared
0.00
None
0.00
ORION S.A.
SOLEShares2.21M
TypeSH
Market value$23.18M
5.36%
Sole
2.21M
Shared
0.00
None
0.00
BIGCOMMERCE HLDGS INC
SOLEShares4.56M
TypeSH
Market value$22.80M
5.27%
Sole
4.56M
Shared
0.00
None
0.00
NLIGHT INC
SOLEShares1.12M
TypeSH
Market value$22.11M
5.11%
Sole
1.12M
Shared
0.00
None
0.00
MASTERCRAFT BOAT HLDGS INC
SOLEShares1.18M
TypeSH
Market value$21.90M
5.07%
Sole
1.18M
Shared
0.00
None
0.00
BRUNSWICK CORP
SOLEShares381.76K
TypeSH
Market value$21.09M
4.88%
Sole
381.76K
Shared
0.00
None
0.00
CALIX INC
SOLEShares351.44K
TypeSH
Market value$18.69M
4.32%
Sole
351.44K
Shared
0.00
None
0.00
PDF SOLUTIONS INC
SOLEShares611.39K
TypeSH
Market value$13.07M
3.02%
Sole
611.39K
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares114.09K
TypeSH
Market value$11.51M
2.66%
Sole
114.09K
Shared
0.00
None
0.00
OLO INC
SOLEShares1.29M
TypeSH
Market value$11.44M
2.65%
Sole
1.29M
Shared
0.00
None
0.00
ZUMIEZ INC
SOLEShares861.88K
TypeSH
Market value$11.43M
2.64%
Sole
861.88K
Shared
0.00
None
0.00
RXO INC
SOLEShares675.94K
TypeSH
Market value$10.63M
2.46%
Sole
675.94K
Shared
0.00
None
0.00
ABERCROMBIE & FITCH CO
SOLEShares119.35K
TypeSH
Market value$9.89M
2.29%
Sole
119.35K
Shared
0.00
None
0.00
STITCH FIX INC
SOLEShares2.41M
TypeSH
Market value$8.92M
2.06%
Sole
2.41M
Shared
0.00
None
0.00
COHU INC
SOLEShares329.89K
TypeSH
Market value$6.35M
1.47%
Sole
329.89K
Shared
0.00
None
0.00
MKS INC.
SOLEShares52K
TypeSH
Market value$5.17M
1.20%
Sole
52K
Shared
0.00
None
0.00
BOX INC
SOLEShares131.74K
TypeSH
Market value$4.50M
1.04%
Sole
131.74K
Shared
0.00
None
0.00
FABRINET
SOLEShares10.04K
TypeSH
Market value$2.96M
0.68%
Sole
10.04K
Shared
0.00
None
0.00
CIVITAS RESOURCES INC
SOLEShares103.08K
TypeSH
Market value$2.84M
0.66%
Sole
103.08K
Shared
0.00
None
0.00
ENVIRI CORP
SOLEShares289.84K
TypeSH
Market value$2.52M
0.58%
Sole
289.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ADTRAN HOLDINGS INCSOLE | COM | 4.23M | SH | $37.94M 8.78% | 4.23M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 388.79K | SH | $36.96M 8.55% | 388.79K | 0.00 | 0.00 |
VIMEO INCSOLE | COMMON STOCK | 8.87M | SH | $35.83M 8.29% | 8.87M | 0.00 | 0.00 |
KULICKE & SOFFA INDS INCSOLE | COM | 967.29K | SH | $33.47M 7.74% | 967.29K | 0.00 | 0.00 |
ULTRA CLEAN HLDGS INCSOLE | COM | 1.42M | SH | $31.98M 7.40% | 1.42M | 0.00 | 0.00 |
POLARIS INCSOLE | COM | 591.11K | SH | $24.03M 5.56% | 591.11K | 0.00 | 0.00 |
ORION S.A.SOLE | COM | 2.21M | SH | $23.18M 5.36% | 2.21M | 0.00 | 0.00 |
BIGCOMMERCE HLDGS INCSOLE | COM SER 1 | 4.56M | SH | $22.80M 5.27% | 4.56M | 0.00 | 0.00 |
NLIGHT INCSOLE | COM | 1.12M | SH | $22.11M 5.11% | 1.12M | 0.00 | 0.00 |
MASTERCRAFT BOAT HLDGS INCSOLE | COM | 1.18M | SH | $21.90M 5.07% | 1.18M | 0.00 | 0.00 |
BRUNSWICK CORPSOLE | COM | 381.76K | SH | $21.09M 4.88% | 381.76K | 0.00 | 0.00 |
CALIX INCSOLE | COM | 351.44K | SH | $18.69M 4.32% | 351.44K | 0.00 | 0.00 |
PDF SOLUTIONS INCSOLE | COM | 611.39K | SH | $13.07M 3.02% | 611.39K | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 114.09K | SH | $11.51M 2.66% | 114.09K | 0.00 | 0.00 |
OLO INCSOLE | CL A | 1.29M | SH | $11.44M 2.65% | 1.29M | 0.00 | 0.00 |
ZUMIEZ INCSOLE | COM | 861.88K | SH | $11.43M 2.64% | 861.88K | 0.00 | 0.00 |
RXO INCSOLE | COMMON STOCK | 675.94K | SH | $10.63M 2.46% | 675.94K | 0.00 | 0.00 |
ABERCROMBIE & FITCH COSOLE | CL A | 119.35K | SH | $9.89M 2.29% | 119.35K | 0.00 | 0.00 |
STITCH FIX INCSOLE | COM CL A | 2.41M | SH | $8.92M 2.06% | 2.41M | 0.00 | 0.00 |
COHU INCSOLE | COM | 329.89K | SH | $6.35M 1.47% | 329.89K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 52K | SH | $5.17M 1.20% | 52K | 0.00 | 0.00 |
BOX INCSOLE | CL A | 131.74K | SH | $4.50M 1.04% | 131.74K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 10.04K | SH | $2.96M 0.68% | 10.04K | 0.00 | 0.00 |
CIVITAS RESOURCES INCSOLE | COM NEW | 103.08K | SH | $2.84M 0.66% | 103.08K | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 289.84K | SH | $2.52M 0.58% | 289.84K | 0.00 | 0.00 |
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