Divisadero Street Capital Management, LP
13F filer · CIK 1901865 · Miami, FL
Summary
Divisadero Street Capital Management, LP reported $4.41B across 142 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SEZL (6.4%), CVNA (6.2%), SGHC (6.2%). Versus 2026 Q1, leaving options aside, it opened 51 new positions, added to 39, trimmed 30 and sold out of 26.
Reported value$4.41B
Positions142incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions51
Added39
Trimmed30
Sold out26
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.4%Value $283.11MPrice $108.30Shares 1.65M +25.76%Since Jun 30 -36.90%
Weight 6.2%Value $274.05MPrice $60.47Shares 4.16M +1737.14%Since Jun 30 -8.13%
Weight 6.2%Value $272.55MPrice $11.72Shares 20.11M +23.21%Since Jun 30 -13.51%
Weight 5.9%Value $260.58MPrice $320.70Shares 699K +9.13%Since Jun 30 -13.93%
Weight 4.7%Value $208.35MPrice $28.78Shares 6.01M +1179.07%Since Jun 30 -16.99%
Weight 3.8%Value $168.32MPrice $366.47Shares 461K +50.87%Since Jun 30 +0.46%
Weight 3.7%Value $161.35MPrice $19.55Shares 5.43M -15.58%Since Jun 30 -34.26%
Weight 2.8%Value $124.73MPrice $181.99Shares 819K +6.50%Since Jun 30 +19.52%
Weight 2.7%Value $120.67MPrice $70.60Shares 1.33M +608.86%Since Jun 30 -22.20%
Weight 2.7%Value $117.20MPrice $9.10Shares 9.51M +180.40%Since Jun 30 -26.20%
Weight 2.6%Value $116.74MPrice $17.30Shares 6.64M +9.45%Since Jun 30 -1.54%
Weight 2.5%Value $108.45MPrice $8.81Shares 9.20M +111.81%Since Jun 30 -25.28%
Weight 2.4%Value $107.31MPrice $60.38Shares 1.27M +328.08%Since Jun 30 -28.81%
Weight 2.4%Value $107.12MPrice $92.45Shares 1.29M +126.16%Since Jun 30 +11.39%
Weight 2.4%Value $104.75MPrice $77.21Shares 1.32M +702.67%Since Jun 30 -2.39%
Weight 2.1%Value $92.83MPrice $921.32Shares 108K +16.09%Since Jun 30 +7.37%
Weight 1.9%Value $85.65MPrice $88.29Shares 1.03M -12.92%Since Jun 30 +5.76%
Weight 1.9%Value $83.40MPrice $19.39Shares 3.80M -35.46%Since Jun 30 -11.66%
Weight 1.9%Value $83.34MPrice $21.89Shares 3.72M +253.00%Since Jun 30 -2.32%
Weight 1.7%Value $74.26MPrice $26.52Shares 3.63MSince Jun 30 +29.49%
Weight 1.6%Value $72.34MPrice $32.23Shares 1.35MSince Jun 30 -40.07%
Weight 1.4%Value $62.79MPrice $41.09Shares 1.17M +11.15%Since Jun 30 -23.48%
Weight 1.4%Value $62.71MPrice $21.36Shares 2.10M +49.18%Since Jun 30 -28.42%
Weight 1.2%Value $53.31MPrice $27.71Shares 1.82M -28.19%Since Jun 30 -5.36%
Weight 1.2%Value $51.45MPrice $27.24Shares 1.52M +419.25%Since Jun 30 -19.50%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.4% | $283.11M | -36.90% | +25.76% | Add | |
| 6.2% | $274.05M | -8.13% | +1737.14% | Add | |
| 6.2% | $272.55M | -13.51% | +23.21% | Add | |
| 5.9% | $260.58M | -13.93% | +9.13% | Add | |
| 4.7% | $208.35M | -16.99% | +1179.07% | Add | |
| 3.8% | $168.32M | +0.46% | +50.87% | Add | |
| 3.7% | $161.35M | -34.26% | -15.58% | Trim | |
| 2.8% | $124.73M | +19.52% | +6.50% | Add | |
| 2.7% | $120.67M | -22.20% | +608.86% | Add | |
| 2.7% | $117.20M | -26.20% | +180.40% | Add | |
| 2.6% | $116.74M | -1.54% | +9.45% | Add | |
| 2.5% | $108.45M | -25.28% | +111.81% | Add | |
| 2.4% | $107.31M | -28.81% | +328.08% | Add | |
| 2.4% | $107.12M | +11.39% | +126.16% | Add | |
| 2.4% | $104.75M | -2.39% | +702.67% | Add | |
| 2.1% | $92.83M | +7.37% | +16.09% | Add | |
| 1.9% | $85.65M | +5.76% | -12.92% | Trim | |
| 1.9% | $83.40M | -11.66% | -35.46% | Trim | |
| 1.9% | $83.34M | -2.32% | +253.00% | Add | |
| 1.7% | $74.26M | +29.49% | — | New | |
| 1.6% | $72.34M | -40.07% | — | New | |
| 1.4% | $62.79M | -23.48% | +11.15% | Add | |
| 1.4% | $62.71M | -28.42% | +49.18% | Add | |
| 1.2% | $53.31M | -5.36% | -28.19% | Trim | |
| 1.2% | $51.45M | -19.50% | +419.25% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.