Divisar Capital Management LLC
Divisar Capital Management LLC reported 28 holdings worth US$434M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Divisar Capital Management LLC reported 28 holdings worth US$434M as of Jun 30, 2026. Largest: Onto Innovation Inc., Polaris Inc. and Mks Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$434M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Onto Innovation Inc. | 114K | US$43.2M | 10.0% |
| Polaris Inc. | 529K | US$36.2M | 8.3% |
| Mks Inc. | 62,501 | US$27.8M | 6.4% |
| Brunswick Corporation | 287K | US$24.2M | 5.6% |
| Kulicke And Soffa Industries, Inc. | 181K | US$24.2M | 5.6% |
| Lumentum Holdings Inc. | 26,123 | US$22.4M | 5.2% |
| Ultra Clean Holdings, Inc. | 156K | US$22.2M | 5.1% |
| Pdf Solutions, Inc. | 308K | US$21.8M | 5.0% |
| Box, Inc. | 748K | US$19.9M | 4.6% |
| Vertex, Inc. | 1.64M | US$18.8M | 4.3% |
| Rxo, Inc. | 663K | US$18.3M | 4.2% |
| Mastercraft Boat Holdings, Inc. | 672K | US$17.4M | 4.0% |
| Ttm Technologies, Inc. | 92,639 | US$17.3M | 4.0% |
| Calix, Inc | 395K | US$14.7M | 3.4% |
| Weave Communications, Inc. | 2.02M | US$12.1M | 2.8% |
| Adtran Holdings, Inc. | 852K | US$11.8M | 2.7% |
| Commerce.com, Inc. - Series 1 | 3.14M | US$9.3M | 2.1% |
| Gentherm Inc | 229K | US$7.81M | 1.8% |
| Dine Brands Global, Inc. Common Stock | 166K | US$5.95M | 1.4% |
| Callaway Golf Company | 298K | US$5.6M | 1.3% |
| Oxford Industries, Inc. | 154K | US$5.38M | 1.2% |
| Zumiez Inc. | 289K | US$5.15M | 1.2% |
| Nlight, Inc. | 71,446 | US$4.97M | 1.1% |
| Viavi Solutions Inc. | 96,353 | US$4.6M | 1.1% |
| Fabrinet | 7,570 | US$4.25M | 0.98% |
| Abercrombie & Fitch Company | 44,308 | US$3.99M | 0.92% |
| Everquote, Inc. | 90,000 | US$2.14M | 0.49% |
Source
View original at SEC
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