Filed: 8/14/2026ACC: 0001645721-26-000009
📋 What this filing means
DIVISAR CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $433.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$433.98M
Total AUM (reported)
16.72M
Total Shares
Allocation by class
COM$357.33M82.3%
CL A$42.68M9.8%
COMMON STOCK$18.28M4.2%
COM SER 1$9.30M2.1%
SHS$4.25M1.0%
COM CL A$2.14M0.5%
Portfolio Concentration
Top 3$107.25M24.7%
4–10$157.07M36.2%
11–25$159.27M36.7%
Rest$10.38M2.4%
Top 3 weight
24.7%
Top 10 weight
60.9%
Voting Authority Distribution
Total shares with voting rights: 16.72M
Sole
Full voting authority
16.72M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
ONTO INNOVATION INC
SOLEShares114.25K
TypeSH
Market value$43.24M
9.96%
Sole
114.25K
Shared
0.00
None
0.00
POLARIS INC
SOLEShares529.09K
TypeSH
Market value$36.21M
8.34%
Sole
529.09K
Shared
0.00
None
0.00
MKS INC.
SOLEShares62.50K
TypeSH
Market value$27.80M
6.41%
Sole
62.50K
Shared
0.00
None
0.00
BRUNSWICK CORP
SOLEShares287.14K
TypeSH
Market value$24.19M
5.57%
Sole
287.14K
Shared
0.00
None
0.00
KULICKE & SOFFA INDS INC
SOLEShares180.83K
TypeSH
Market value$24.19M
5.57%
Sole
180.83K
Shared
0.00
None
0.00
ORION S.A.
SOLEShares3.38M
TypeSH
Market value$22.44M
5.17%
Sole
3.38M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares26.12K
TypeSH
Market value$22.42M
5.16%
Sole
26.12K
Shared
0.00
None
0.00
ULTRA CLEAN HLDGS INC
SOLEShares155.65K
TypeSH
Market value$22.19M
5.11%
Sole
155.65K
Shared
0.00
None
0.00
PDF SOLUTIONS INC
SOLEShares307.88K
TypeSH
Market value$21.79M
5.02%
Sole
307.88K
Shared
0.00
None
0.00
BOX INC
SOLEShares748.05K
TypeSH
Market value$19.85M
4.57%
Sole
748.05K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares1.64M
TypeSH
Market value$18.84M
4.34%
Sole
1.64M
Shared
0.00
None
0.00
RXO INC
SOLEShares662.52K
TypeSH
Market value$18.28M
4.21%
Sole
662.52K
Shared
0.00
None
0.00
MASTERCRAFT BOAT HLDGS INC
SOLEShares672.28K
TypeSH
Market value$17.36M
4.00%
Sole
672.28K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares92.64K
TypeSH
Market value$17.33M
3.99%
Sole
92.64K
Shared
0.00
None
0.00
CALIX INC
SOLEShares395.16K
TypeSH
Market value$14.75M
3.40%
Sole
395.16K
Shared
0.00
None
0.00
WEAVE COMMUNICATIONS INC
SOLEShares2.02M
TypeSH
Market value$12.12M
2.79%
Sole
2.02M
Shared
0.00
None
0.00
ADTRAN HOLDINGS INC
SOLEShares851.53K
TypeSH
Market value$11.84M
2.73%
Sole
851.53K
Shared
0.00
None
0.00
COMMERCE COM INC
SOLEShares3.14M
TypeSH
Market value$9.30M
2.14%
Sole
3.14M
Shared
0.00
None
0.00
GENTHERM INC
SOLEShares228.97K
TypeSH
Market value$7.81M
1.80%
Sole
228.97K
Shared
0.00
None
0.00
DINE BRANDS GLOBAL INC
SOLEShares165.64K
TypeSH
Market value$5.95M
1.37%
Sole
165.64K
Shared
0.00
None
0.00
CALLAWAY GOLF CO
SOLEShares298.28K
TypeSH
Market value$5.60M
1.29%
Sole
298.28K
Shared
0.00
None
0.00
OXFORD INDS INC
SOLEShares154.39K
TypeSH
Market value$5.38M
1.24%
Sole
154.39K
Shared
0.00
None
0.00
ZUMIEZ INC
SOLEShares289.10K
TypeSH
Market value$5.15M
1.19%
Sole
289.10K
Shared
0.00
None
0.00
NLIGHT INC
SOLEShares71.45K
TypeSH
Market value$4.97M
1.15%
Sole
71.45K
Shared
0.00
None
0.00
VIAVI SOLUTIONS INC
SOLEShares96.35K
TypeSH
Market value$4.60M
1.06%
Sole
96.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ONTO INNOVATION INCSOLE | COM | 114.25K | SH | $43.24M 9.96% | 114.25K | 0.00 | 0.00 |
POLARIS INCSOLE | COM | 529.09K | SH | $36.21M 8.34% | 529.09K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 62.50K | SH | $27.80M 6.41% | 62.50K | 0.00 | 0.00 |
BRUNSWICK CORPSOLE | COM | 287.14K | SH | $24.19M 5.57% | 287.14K | 0.00 | 0.00 |
KULICKE & SOFFA INDS INCSOLE | COM | 180.83K | SH | $24.19M 5.57% | 180.83K | 0.00 | 0.00 |
ORION S.A.SOLE | COM | 3.38M | SH | $22.44M 5.17% | 3.38M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 26.12K | SH | $22.42M 5.16% | 26.12K | 0.00 | 0.00 |
ULTRA CLEAN HLDGS INCSOLE | COM | 155.65K | SH | $22.19M 5.11% | 155.65K | 0.00 | 0.00 |
PDF SOLUTIONS INCSOLE | COM | 307.88K | SH | $21.79M 5.02% | 307.88K | 0.00 | 0.00 |
BOX INCSOLE | CL A | 748.05K | SH | $19.85M 4.57% | 748.05K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 1.64M | SH | $18.84M 4.34% | 1.64M | 0.00 | 0.00 |
RXO INCSOLE | COMMON STOCK | 662.52K | SH | $18.28M 4.21% | 662.52K | 0.00 | 0.00 |
MASTERCRAFT BOAT HLDGS INCSOLE | COM | 672.28K | SH | $17.36M 4.00% | 672.28K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 92.64K | SH | $17.33M 3.99% | 92.64K | 0.00 | 0.00 |
CALIX INCSOLE | COM | 395.16K | SH | $14.75M 3.40% | 395.16K | 0.00 | 0.00 |
WEAVE COMMUNICATIONS INCSOLE | COM | 2.02M | SH | $12.12M 2.79% | 2.02M | 0.00 | 0.00 |
ADTRAN HOLDINGS INCSOLE | COM | 851.53K | SH | $11.84M 2.73% | 851.53K | 0.00 | 0.00 |
COMMERCE COM INCSOLE | COM SER 1 | 3.14M | SH | $9.30M 2.14% | 3.14M | 0.00 | 0.00 |
GENTHERM INCSOLE | COM | 228.97K | SH | $7.81M 1.80% | 228.97K | 0.00 | 0.00 |
DINE BRANDS GLOBAL INCSOLE | COM | 165.64K | SH | $5.95M 1.37% | 165.64K | 0.00 | 0.00 |
CALLAWAY GOLF COSOLE | COM | 298.28K | SH | $5.60M 1.29% | 298.28K | 0.00 | 0.00 |
OXFORD INDS INCSOLE | COM | 154.39K | SH | $5.38M 1.24% | 154.39K | 0.00 | 0.00 |
ZUMIEZ INCSOLE | COM | 289.10K | SH | $5.15M 1.19% | 289.10K | 0.00 | 0.00 |
NLIGHT INCSOLE | COM | 71.45K | SH | $4.97M 1.15% | 71.45K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 96.35K | SH | $4.60M 1.06% | 96.35K | 0.00 | 0.00 |
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