Divisadero Street Capital Management, LP — 13F Holdings & Portfolio

CIK 1901865 · latest 13F-HR filed 2026-08-14

Divisadero Street Capital Management, LP manages $4.41B in 13F-reported U.S. long-equity assets across 142 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SEZL (6.42%), CVNA (6.21%), SGHC (6.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 51 new positions and exited 26; 54 existing positions rose in reported value and 28 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$4.41B

Long-equity book

Holdings

142

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+51 / −26 / ↑54 / ↓28

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

SEZL6.6% · +26%CVNA6.4% · +1737%SGHC6.4% · +23%DAVE6.1% · +9%HIMS4.9% · +1179%CLS3.9% · +51%RSI3.8% · -16%SN2.9% · +6%CECO2.8% · +609%COMP2.7% · +180%FLYW2.7% · +10%REAL2.5% · +112%TPB2.5% · +328%HNGE2.5% · +126%WLDN2.4% · +703%LITE2.2% · +16%VSXY2.0% · new OMDA1.9% · -36%RELY1.9% · +253%CHYM1.7% · new VSH1.7% · new APEI1.5% · +11%LWAY1.5% · +49%CELH1.2% · -28%AS1.2% · +419%ESI1.1% · new GRPN1.0% · +315%CTRN1.0% · +43%EYE0.8% · +173%ENVA0.8% · new FIGS0.8% · -0%PRCH0.7% · new FSLY0.7% · +653%LIFE0.7% · new BULL0.7% · -54%HOOD0.6% · +150%TDUP0.6% · +265%INDV0.6% · +16%VITL0.5% · +263%ICHR0.5% · new ATRC0.5% · -31%KLAR0.5% · new CDNA0.5% · new HROW0.4% · new BBNX0.4% · new WRBY0.4% · +46%HZO0.4% · +179%XPEL0.4% · -54%RVLV0.4% · +5041%WTTR0.4% · -58%BJRI0.4% · new USO0.4% · new FCFS0.3% · new MAX0.3% · +1074%ONTO0.3% · +20%YOU0.3% · new CROX0.3% · new KLIC0.2% · new DKNG0.2% · +100%CALY0.2% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 46.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Oct 16, 2026.

Assets Under Management

$2.61B

Discretionary

$2.61B

Employees

Accounts

Address

1691 MICHIGAN AVE,
SUITE 410
MIAMI BEACH, FL 33139

Phone

(917) 318-3611

Name	Title / Status	Ownership	Type
DIVISADERO STREET CAPITAL, LLC Control	GENERAL PARTNER OF INVESTMENT MANAGER since Aug 2021	Less than 5%	Domestic Entity
GLEASON, BRYAN, WEEMS Control	CFO/COO/CCO since Feb 2026	Less than 5%	Individual
Zolezzi, William Control	MANAGING PARTNER since Aug 2021	75% or more	Individual
Zolezzi, William Control Indirect owner via DIVISADERO STREET CAPITAL, LLC	MANAGER since Aug 2021	General partner, trustee or manager	Individual

Ownership & leadership changes · 3 filings with changes since Oct 19, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2026 filing

No longer listedGOLDENBERG, BRIAN, SCOTT · CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2023
AddedGLEASON, BRYAN, WEEMS · CFO/COO/CCO · Less than 5% · control person
AddedZolezzi, William · MANAGER · General partner, trustee or manager · indirect via DIVISADERO STREET CAPITAL, LLC · control person

Dec 13, 2023 filing

AddedGOLDENBERG, BRIAN, SCOTT · CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
ChangedZolezzi, William · title CHIEF COMPLIANCE OFFICER, MANAGING PARTNER → MANAGING PARTNER

Jun 30, 2022 filing

AddedDIVISADERO STREET CAPITAL, LLC · GENERAL PARTNER OF INVESTMENT MANAGER · Less than 5% · control person
ChangedZolezzi, William · title MANAGING PARTNER → CHIEF COMPLIANCE OFFICER, MANAGING PARTNER

Oct 19, 2021 filing (earliest on record)

ListedZolezzi, William · MANAGING PARTNER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

CARVANA CO$202.8M +284.6%
SEZZLE INC$200.1M +241.0%
HIMS & HERS HEALTH INC$198.6M +2036.1%
DAVE INC$149.0M +133.6%
CECO ENVIRONMENTAL CORP$109.5M +979.6%

Show all 54 →

Top Trims

CELSIUS HLDGS INC-$36.6M -40.7%
BUILD-A-BEAR WORKSHOP INC-$32.0M -83.3%
AXOGEN INC-$28.4M -78.3%
PROCEPT BIOROBOTICS CORP-$17.6M -81.2%
WEBULL CORP-$17.0M -37.2%

Show all 28 →

New Positions

Show all 51 →

Exited Positions

Show all 26 →

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#	Issuer	Symbol	CUSIP	Value	Δ

Divisadero Street Capital Management, LP Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	SEZZLE INC	SEZL	78435P105	$283.1M	6.42%	1,649,531	SH
2	CARVANA CO	CVNA	146869102	$274.0M	6.21%	4,163,614	SH
3	SUPER GROUP SGHC LIMITED	SGHC	G8588X103	$272.5M	6.18%	20,114,259	SH
4	DAVE INC	DAVE	23834J201	$260.6M	5.91%	699,366	SH
5	HIMS & HERS HEALTH INC	HIMS	433000106	$208.3M	4.72%	6,009,505	SH
6	CELESTICA INC	CLS	15101Q207	$168.3M	3.81%	461,397	SH
7	RUSH STREET INTERACTIVE INC	RSI	782011100	$161.4M	3.66%	5,425,402	SH
8	SUPER GROUP SGHC LIMITED Call	SGHC	G8588X103	$125.4M	2.84%	9,258,000	SH
9	SHARKNINJA INC	SN	G8068L108	$124.7M	2.83%	819,163	SH
10	CECO ENVIRONMENTAL CORP	CECO	125141101	$120.7M	2.73%	1,329,817	SH
11	COMPASS INC	COMP	20464U100	$117.2M	2.66%	9,505,505	SH
12	FLYWIRE CORPORATION	FLYW	302492103	$116.7M	2.65%	6,644,513	SH
13	THE REALREAL INC	REAL	88339P101	$108.4M	2.46%	9,198,248	SH
14	TURNING PT BRANDS INC	TPB	90041L105	$107.3M	2.43%	1,265,303	SH
15	HINGE HEALTH INC	HNGE	433313103	$107.1M	2.43%	1,290,623	SH
16	WILLDAN GROUP INC	WLDN	96924N100	$104.8M	2.37%	1,324,293	SH
17	LUMENTUM HLDGS INC	LITE	55024U109	$92.8M	2.10%	108,188	SH
18	VICTORIAS SECRET AND CO	VSXY	926400102	$85.6M	1.94%	1,025,972	SH
19	OMADA HEALTH INC	OMDA	68170A108	$83.4M	1.89%	3,799,695	SH
20	REMITLY GLOBAL INC	RELY	75960P104	$83.3M	1.89%	3,719,086	SH
21	CHIME FINL INC	CHYM	16935C109	$74.3M	1.68%	3,626,050	SH
22	VISHAY INTERTECHNOLOGY INC	VSH	928298108	$72.3M	1.64%	1,345,094	SH
23	AMERICAN PUB ED INC	APEI	02913V103	$62.8M	1.42%	1,169,356	SH
24	LIFEWAY FOODS INC	LWAY	531914109	$62.7M	1.42%	2,101,540	SH
25	CELSIUS HLDGS INC	CELH	15118V207	$53.3M	1.21%	1,820,624	SH
26	AMER SPORTS INC	AS	G0260P102	$51.4M	1.17%	1,520,280	SH
27	ELEMENT SOLUTIONS INC	ESI	28618M106	$48.8M	1.11%	1,021,276	SH
28	GROUPON INC	GRPN	399473206	$44.4M	1.01%	1,845,838	SH
29	CITI TRENDS INC	CTRN	17306X102	$40.8M	0.92%	705,451	SH
30	NATIONAL VISION HLDGS INC	EYE	63845R107	$36.1M	0.82%	1,899,450	SH
31	ENOVA INTL INC	ENVA	29357K103	$35.2M	0.80%	146,238	SH
32	FIGS INC	FIGS	30260D103	$32.6M	0.74%	3,191,026	SH
33	PORCH GROUP INC	PRCH	733245104	$31.7M	0.72%	2,105,695	SH
34	FASTLY INC	FSLY	31188V100	$31.1M	0.70%	1,694,262	SH
35	ETHOS TECHNOLOGIES INC	LIFE	29765A101	$29.7M	0.67%	1,635,921	SH
36	WEBULL CORP	BULL	G9572D103	$28.8M	0.65%	4,414,549	SH
37	ROBINHOOD MKTS INC	HOOD	770700102	$25.1M	0.57%	250,000	SH
38	THREDUP INC	TDUP	88556E102	$24.9M	0.56%	3,628,206	SH
39	INDIVIOR PHARMACEUTICALS INC	INDV	45579U109	$24.7M	0.56%	601,863	SH
40	VITAL FARMS INC	VITL	92847W103	$23.3M	0.53%	2,003,588	SH
41	ICHOR HOLDINGS	ICHR	G4740B105	$22.5M	0.51%	200,621	SH
42	ATRICURE INC	ATRC	04963C209	$22.4M	0.51%	800,931	SH
43	KLARNA GROUP PLC	KLAR	G5279N105	$20.9M	0.47%	1,032,328	SH
44	CAREDX INC	CDNA	14167L103	$20.0M	0.45%	700,938	SH
45	HARROW INC	HROW	415858109	$18.7M	0.42%	439,155	SH
46	BETA BIONICS INC	BBNX	08659B102	$17.5M	0.40%	1,113,802	SH
47	WARBY PARKER INC	WRBY	93403J106	$17.0M	0.39%	561,117	SH
48	MARINEMAX INC	HZO	567908108	$16.7M	0.38%	455,971	SH
49	XPEL INC	XPEL	98379L100	$16.3M	0.37%	328,665	SH
50	REVOLVE GROUP INC	RVLV	76156B107	$16.2M	0.37%	708,216	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-06-30	2026-08-14	$4.41B	142	0001901865-26-000002
2026-03-31	2026-05-15	$2.39B	118	0001901865-26-000001
2025-12-31	2026-02-17	$2.14B	92	0000919574-26-000995
2025-09-30	2025-11-14	$2.29B	168	0000919574-25-006804

Filer Information

Address

3480 MAIN HIGHWAY
SUITE 204
MIAMI, FL 33133

Phone

(415) 378-0636

Filing Manager

Divisadero Street Capital Management, LP

MIAMI, FL

Signatory

Bryan Gleason

CFO, COO, & CCO