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Divisadero Street Capital Management, LP - Portfolio Stock Holdings

Divisadero Street Capital Management, LP disclosed 166 stock positions in a recent SEC 13F filing. $4,287,397,836 of stock holdings were filed, with the largest holdings including SEZL, CVNA, and SGHC. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $2,611,255,091 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

166

Est. Stock Holding Value:

$4,287,397,836

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Divisadero Street Capital Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Divisadero Street Capital Management, LP

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.