Divisadero Street Capital Management, LP
•CIK: 1901865•Filing: Q4 2025
**Divisadero Street Capital Management, LP** manages $1.7B across a portfolio of 88 positions, demonstrating concentrated conviction in select growth and turnaround opportunities. The fund's top holdings reveal significant allocations, notably to SEIC at $148.0M and FITBM at $99.9M. Further substantial exposure includes GSCE ($93.0M), CVNA ($92.1M), and SF-PD ($86.1M). This positioning suggests a tactical, high-conviction approach targeting cyclical uptrends within specific sectors.
Total AUM
$1.6B
+ $179.3M in options
QoQ Performance
-20.5%
Positions
86
+ 2 options
Top 10 Concentration
50.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SUPE
INDV
AMER
CVNA
SUPER8.5%
INDV5.7%
AMER5.3%
CVNA5.3%
SN4.9%
FLYW4.7%
BBW4.4%
CELH4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+88 more exited positions
Changes from Q3 2025
NEW16 new positions
↑28 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023