Filed: 5/15/2026ACC: 0001645721-26-000008
📋 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 $392.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$392.41M
Total AUM (reported)
18.65M
Total Shares
Allocation by class
COM$327.41M83.4%
CL A$35.18M9.0%
COMMON STOCK$15.39M3.9%
COM SER 1$10.48M2.7%
SHS$3.95M1.0%
Portfolio Concentration
Top 3$91.79M23.4%
4–10$156.51M39.9%
11–25$143.29M36.5%
Rest$812.4K0.2%
Top 3 weight
23.4%
Top 10 weight
63.3%
Voting Authority Distribution
Total shares with voting rights: 18.65M
Sole
Full voting authority
18.65M
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:
ONTO INNOVATION INC
SOLEShares193.25K
TypeSH
Market value$39.63M
10.10%
Sole
193.25K
Shared
0.00
None
0.00
ULTRA CLEAN HLDGS INC
SOLEShares420.05K
TypeSH
Market value$26.12M
6.66%
Sole
420.05K
Shared
0.00
None
0.00
POLARIS INC
SOLEShares477.88K
TypeSH
Market value$26.04M
6.64%
Sole
477.88K
Shared
0.00
None
0.00
BRUNSWICK CORP
SOLEShares349.77K
TypeSH
Market value$25.45M
6.49%
Sole
349.77K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares35.22K
TypeSH
Market value$24.75M
6.31%
Sole
35.22K
Shared
0.00
None
0.00
ORION S.A.
SOLEShares3.57M
TypeSH
Market value$23.19M
5.91%
Sole
3.57M
Shared
0.00
None
0.00
ADTRAN HOLDINGS INC
SOLEShares1.77M
TypeSH
Market value$22.26M
5.67%
Sole
1.77M
Shared
0.00
None
0.00
KULICKE & SOFFA INDS INC
SOLEShares316.89K
TypeSH
Market value$20.83M
5.31%
Sole
316.89K
Shared
0.00
None
0.00
PDF SOLUTIONS INC
SOLEShares623.36K
TypeSH
Market value$20.39M
5.20%
Sole
623.36K
Shared
0.00
None
0.00
MKS INC.
SOLEShares85.50K
TypeSH
Market value$19.65M
5.01%
Sole
85.50K
Shared
0.00
None
0.00
CALIX INC
SOLEShares340.16K
TypeSH
Market value$16.66M
4.25%
Sole
340.16K
Shared
0.00
None
0.00
RXO INC
SOLEShares1.05M
TypeSH
Market value$15.39M
3.92%
Sole
1.05M
Shared
0.00
None
0.00
BOX INC
SOLEShares638.05K
TypeSH
Market value$15.08M
3.84%
Sole
638.05K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares1.20M
TypeSH
Market value$14.22M
3.62%
Sole
1.20M
Shared
0.00
None
0.00
MASTERCRAFT BOAT HLDGS INC
SOLEShares692.28K
TypeSH
Market value$14.20M
3.62%
Sole
692.28K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares126.64K
TypeSH
Market value$12.34M
3.14%
Sole
126.64K
Shared
0.00
None
0.00
COMMERCE COM INC
SOLEShares3.93M
TypeSH
Market value$10.48M
2.67%
Sole
3.93M
Shared
0.00
None
0.00
WEAVE COMMUNICATIONS INC
SOLEShares1.84M
TypeSH
Market value$8.50M
2.17%
Sole
1.84M
Shared
0.00
None
0.00
ZUMIEZ INC
SOLEShares289.10K
TypeSH
Market value$6.41M
1.63%
Sole
289.10K
Shared
0.00
None
0.00
DINE BRANDS GLOBAL INC
SOLEShares242.27K
TypeSH
Market value$6.36M
1.62%
Sole
242.27K
Shared
0.00
None
0.00
ABERCROMBIE & FITCH CO
SOLEShares64.31K
TypeSH
Market value$5.88M
1.50%
Sole
64.31K
Shared
0.00
None
0.00
NLIGHT INC
SOLEShares88.31K
TypeSH
Market value$5.04M
1.28%
Sole
88.31K
Shared
0.00
None
0.00
GENTHERM INC
SOLEShares158.97K
TypeSH
Market value$4.42M
1.13%
Sole
158.97K
Shared
0.00
None
0.00
VIAVI SOLUTIONS INC
SOLEShares131.35K
TypeSH
Market value$4.37M
1.11%
Sole
131.35K
Shared
0.00
None
0.00
FABRINET
SOLEShares7.57K
TypeSH
Market value$3.95M
1.01%
Sole
7.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ONTO INNOVATION INCSOLE | COM | 193.25K | SH | $39.63M 10.10% | 193.25K | 0.00 | 0.00 |
ULTRA CLEAN HLDGS INCSOLE | COM | 420.05K | SH | $26.12M 6.66% | 420.05K | 0.00 | 0.00 |
POLARIS INCSOLE | COM | 477.88K | SH | $26.04M 6.64% | 477.88K | 0.00 | 0.00 |
BRUNSWICK CORPSOLE | COM | 349.77K | SH | $25.45M 6.49% | 349.77K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 35.22K | SH | $24.75M 6.31% | 35.22K | 0.00 | 0.00 |
ORION S.A.SOLE | COM | 3.57M | SH | $23.19M 5.91% | 3.57M | 0.00 | 0.00 |
ADTRAN HOLDINGS INCSOLE | COM | 1.77M | SH | $22.26M 5.67% | 1.77M | 0.00 | 0.00 |
KULICKE & SOFFA INDS INCSOLE | COM | 316.89K | SH | $20.83M 5.31% | 316.89K | 0.00 | 0.00 |
PDF SOLUTIONS INCSOLE | COM | 623.36K | SH | $20.39M 5.20% | 623.36K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 85.50K | SH | $19.65M 5.01% | 85.50K | 0.00 | 0.00 |
CALIX INCSOLE | COM | 340.16K | SH | $16.66M 4.25% | 340.16K | 0.00 | 0.00 |
RXO INCSOLE | COMMON STOCK | 1.05M | SH | $15.39M 3.92% | 1.05M | 0.00 | 0.00 |
BOX INCSOLE | CL A | 638.05K | SH | $15.08M 3.84% | 638.05K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 1.20M | SH | $14.22M 3.62% | 1.20M | 0.00 | 0.00 |
MASTERCRAFT BOAT HLDGS INCSOLE | COM | 692.28K | SH | $14.20M 3.62% | 692.28K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 126.64K | SH | $12.34M 3.14% | 126.64K | 0.00 | 0.00 |
COMMERCE COM INCSOLE | COM SER 1 | 3.93M | SH | $10.48M 2.67% | 3.93M | 0.00 | 0.00 |
WEAVE COMMUNICATIONS INCSOLE | COM | 1.84M | SH | $8.50M 2.17% | 1.84M | 0.00 | 0.00 |
ZUMIEZ INCSOLE | COM | 289.10K | SH | $6.41M 1.63% | 289.10K | 0.00 | 0.00 |
DINE BRANDS GLOBAL INCSOLE | COM | 242.27K | SH | $6.36M 1.62% | 242.27K | 0.00 | 0.00 |
ABERCROMBIE & FITCH COSOLE | CL A | 64.31K | SH | $5.88M 1.50% | 64.31K | 0.00 | 0.00 |
NLIGHT INCSOLE | COM | 88.31K | SH | $5.04M 1.28% | 88.31K | 0.00 | 0.00 |
GENTHERM INCSOLE | COM | 158.97K | SH | $4.42M 1.13% | 158.97K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 131.35K | SH | $4.37M 1.11% | 131.35K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 7.57K | SH | $3.95M 1.01% | 7.57K | 0.00 | 0.00 |
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