Divisar Capital Management LLC
An institutional investment manager in SAN FRANCISCO, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1645721.
- Reported value$434.0m
- Positions28
Holdings: 28 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Onto Innovation IncONTO | COM | 683344105 | 43.2 | 10.0% | 114,253 | Reduced−79,000 | |
| Polaris IncPII | COM | 731068102 | 36.2 | 8.3% | 529,090 | Added+51,213 | |
| MKS Inc.MKSI | COM | 55306N104 | 27.8 | 6.4% | 62,501 | Reduced−23,000 | |
| Brunswick CorpBC | COM | 117043109 | 24.2 | 5.6% | 287,137 | Reduced−62,633 | |
| Kulicke & Soffa Inds IncKLIC | COM | 501242101 | 24.2 | 5.6% | 180,828 | Reduced−136,059 | |
| Orion S.A. | COM | L72967109 | 22.4 | 5.2% | 3,384,750 | Reduced−182,513 | |
| Lumentum Holdings IncLITE | COM | 55024U109 | 22.4 | 5.2% | 26,123 | Reduced−9,100 | |
| Ultra Clean Holdings IncUCTT | COM | 90385V107 | 22.2 | 5.1% | 155,653 | Reduced−264,396 | |
| PDF Solutions IncPDFS | COM | 693282105 | 21.8 | 5.0% | 307,879 | Reduced−315,485 | |
| Box IncBOX | CL A | 10316T104 | 19.9 | 4.6% | 748,049 | Added+110,000 | |
| Vertex IncVERX | CL A | 92538J106 | 18.8 | 4.3% | 1,640,895 | Added+445,183 | |
| RXO IncRXO | COMMON STOCK | 74982T103 | 18.3 | 4.2% | 662,525 | Reduced−390,000 | |
| Mastercraft Boat Holdings IncMCFT | COM | 57637H103 | 17.4 | 4.0% | 672,276 | Reduced−20,000 | |
| TTM Technologies IncTTMI | COM | 87305R109 | 17.3 | 4.0% | 92,639 | Reduced−34,000 | |
| Calix IncCALX | COM | 13100M509 | 14.7 | 3.4% | 395,163 | Added+55,000 | |
| Weave Communications IncWEAV | COM | 94724R108 | 12.1 | 2.8% | 2,023,606 | Added+183,506 | |
| Adtran Holdings IncADTN | COM | 00486H105 | 11.8 | 2.7% | 851,526 | Reduced−917,913 | |
| Commerce Com IncCMRC | COM SER 1 | 08975P108 | 9.3 | 2.1% | 3,142,845 | Reduced−784,051 | |
| Gentherm IncTHRM | COM | 37253A103 | 7.8 | 1.8% | 228,972 | Added+70,000 | |
| Dine Brands Global IncDIN | COM | 254423106 | 5.9 | 1.4% | 165,637 | Reduced−76,630 | |
| Callaway Golf CoCALY | COM | 131193104 | 5.6 | 1.3% | 298,282 | New+298,282 | |
| Oxford Inds IncOXM | COM | 691497309 | 5.4 | 1.2% | 154,388 | Added+133,292 | |
| Zumiez IncZUMZ | COM | 989817101 | 5.1 | 1.2% | 289,102 | Unchanged | |
| Nlight IncLASR | COM | 65487K100 | 5.0 | 1.1% | 71,446 | Reduced−16,868 | |
| Viavi Solutions IncVIAV | COM | 925550105 | 4.6 | 1.1% | 96,353 | Reduced−35,000 | |
| Fabrinet | SHS | G3323L100 | 4.3 | 1.0% | 7,570 | Unchanged | |
| Abercrombie & Fitch CoANF | CL A | 002896207 | 4.0 | 0.9% | 44,308 | Reduced−20,000 | |
| Everquote IncEVER | COM CL A | 30041R108 | 2.1 | 0.5% | 90,000 | New+90,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001645721-26-000009 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.