Filed: 11/14/2025ACC: 0001645721-25-000024
📋 What this filing means
DIVISAR CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $367.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$367.58M
Total AUM (reported)
19.73M
Total Shares
Allocation by class
COM$308.08M83.8%
COM SER 1$23.01M6.3%
COMMON STOCK$17.85M4.9%
CL A$12.19M3.3%
COM CL A$3.40M0.9%
SHS$3.05M0.8%
Portfolio Concentration
Top 3$92.00M25.0%
4–10$154.46M42.0%
11–25$121.12M33.0%
Top 3 weight
25.0%
Top 10 weight
67.0%
Voting Authority Distribution
Total shares with voting rights: 19.73M
Sole
Full voting authority
19.73M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
LUMENTUM HLDGS INC
SOLEShares203.91K
TypeSH
Market value$33.18M
9.03%
Sole
203.91K
Shared
0.00
None
0.00
ADTRAN HOLDINGS INC
SOLEShares3.21M
TypeSH
Market value$30.14M
8.20%
Sole
3.21M
Shared
0.00
None
0.00
ULTRA CLEAN HLDGS INC
SOLEShares1.05M
TypeSH
Market value$28.68M
7.80%
Sole
1.05M
Shared
0.00
None
0.00
POLARIS INC
SOLEShares447.90K
TypeSH
Market value$26.04M
7.08%
Sole
447.90K
Shared
0.00
None
0.00
KULICKE & SOFFA INDS INC
SOLEShares630.83K
TypeSH
Market value$25.64M
6.97%
Sole
630.83K
Shared
0.00
None
0.00
COMMERCE.COM INC.
SOLEShares4.61M
TypeSH
Market value$23.01M
6.26%
Sole
4.61M
Shared
0.00
None
0.00
ONTO INNOVATION INC
SOLEShares175.09K
TypeSH
Market value$22.62M
6.16%
Sole
175.09K
Shared
0.00
None
0.00
BRUNSWICK CORP
SOLEShares317.99K
TypeSH
Market value$20.11M
5.47%
Sole
317.99K
Shared
0.00
None
0.00
ORION S.A.
SOLEShares2.45M
TypeSH
Market value$18.57M
5.05%
Sole
2.45M
Shared
0.00
None
0.00
MASTERCRAFT BOAT HLDGS INC
SOLEShares860.50K
TypeSH
Market value$18.47M
5.02%
Sole
860.50K
Shared
0.00
None
0.00
PDF SOLUTIONS INC
SOLEShares684.08K
TypeSH
Market value$17.66M
4.81%
Sole
684.08K
Shared
0.00
None
0.00
NLIGHT INC
SOLEShares575.44K
TypeSH
Market value$17.05M
4.64%
Sole
575.44K
Shared
0.00
None
0.00
CALIX INC
SOLEShares244.09K
TypeSH
Market value$14.98M
4.08%
Sole
244.09K
Shared
0.00
None
0.00
ZUMIEZ INC
SOLEShares695.74K
TypeSH
Market value$13.64M
3.71%
Sole
695.74K
Shared
0.00
None
0.00
VIMEO INC
SOLEShares1.24M
TypeSH
Market value$9.61M
2.61%
Sole
1.24M
Shared
0.00
None
0.00
RXO INC
SOLEShares535.94K
TypeSH
Market value$8.24M
2.24%
Sole
535.94K
Shared
0.00
None
0.00
MKS INC.
SOLEShares62K
TypeSH
Market value$7.67M
2.09%
Sole
62K
Shared
0.00
None
0.00
ABERCROMBIE & FITCH CO
SOLEShares81.42K
TypeSH
Market value$6.97M
1.90%
Sole
81.42K
Shared
0.00
None
0.00
BOX INC
SOLEShares161.74K
TypeSH
Market value$5.22M
1.42%
Sole
161.74K
Shared
0.00
None
0.00
COHU INC
SOLEShares239.89K
TypeSH
Market value$4.88M
1.33%
Sole
239.89K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares66K
TypeSH
Market value$3.80M
1.03%
Sole
66K
Shared
0.00
None
0.00
ENVIRI CORP
SOLEShares289.84K
TypeSH
Market value$3.68M
1.00%
Sole
289.84K
Shared
0.00
None
0.00
STITCH FIX INC
SOLEShares781.58K
TypeSH
Market value$3.40M
0.92%
Sole
781.58K
Shared
0.00
None
0.00
FABRINET
SOLEShares8.37K
TypeSH
Market value$3.05M
0.83%
Sole
8.37K
Shared
0.00
None
0.00
VIAVI SOLUTIONS INC
SOLEShares100K
TypeSH
Market value$1.27M
0.35%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LUMENTUM HLDGS INCSOLE | COM | 203.91K | SH | $33.18M 9.03% | 203.91K | 0.00 | 0.00 |
ADTRAN HOLDINGS INCSOLE | COM | 3.21M | SH | $30.14M 8.20% | 3.21M | 0.00 | 0.00 |
ULTRA CLEAN HLDGS INCSOLE | COM | 1.05M | SH | $28.68M 7.80% | 1.05M | 0.00 | 0.00 |
POLARIS INCSOLE | COM | 447.90K | SH | $26.04M 7.08% | 447.90K | 0.00 | 0.00 |
KULICKE & SOFFA INDS INCSOLE | COM | 630.83K | SH | $25.64M 6.97% | 630.83K | 0.00 | 0.00 |
COMMERCE.COM INC.SOLE | COM SER 1 | 4.61M | SH | $23.01M 6.26% | 4.61M | 0.00 | 0.00 |
ONTO INNOVATION INCSOLE | COM | 175.09K | SH | $22.62M 6.16% | 175.09K | 0.00 | 0.00 |
BRUNSWICK CORPSOLE | COM | 317.99K | SH | $20.11M 5.47% | 317.99K | 0.00 | 0.00 |
ORION S.A.SOLE | COM | 2.45M | SH | $18.57M 5.05% | 2.45M | 0.00 | 0.00 |
MASTERCRAFT BOAT HLDGS INCSOLE | COM | 860.50K | SH | $18.47M 5.02% | 860.50K | 0.00 | 0.00 |
PDF SOLUTIONS INCSOLE | COM | 684.08K | SH | $17.66M 4.81% | 684.08K | 0.00 | 0.00 |
NLIGHT INCSOLE | COM | 575.44K | SH | $17.05M 4.64% | 575.44K | 0.00 | 0.00 |
CALIX INCSOLE | COM | 244.09K | SH | $14.98M 4.08% | 244.09K | 0.00 | 0.00 |
ZUMIEZ INCSOLE | COM | 695.74K | SH | $13.64M 3.71% | 695.74K | 0.00 | 0.00 |
VIMEO INCSOLE | COMMON STOCK | 1.24M | SH | $9.61M 2.61% | 1.24M | 0.00 | 0.00 |
RXO INCSOLE | COMMON STOCK | 535.94K | SH | $8.24M 2.24% | 535.94K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 62K | SH | $7.67M 2.09% | 62K | 0.00 | 0.00 |
ABERCROMBIE & FITCH COSOLE | CL A | 81.42K | SH | $6.97M 1.90% | 81.42K | 0.00 | 0.00 |
BOX INCSOLE | CL A | 161.74K | SH | $5.22M 1.42% | 161.74K | 0.00 | 0.00 |
COHU INCSOLE | COM | 239.89K | SH | $4.88M 1.33% | 239.89K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 66K | SH | $3.80M 1.03% | 66K | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 289.84K | SH | $3.68M 1.00% | 289.84K | 0.00 | 0.00 |
STITCH FIX INCSOLE | COM CL A | 781.58K | SH | $3.40M 0.92% | 781.58K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 8.37K | SH | $3.05M 0.83% | 8.37K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 100K | SH | $1.27M 0.35% | 100K | 0.00 | 0.00 |