Holdings
Divisadero Street Capital Management, LP
As of Jun 30, 2026, Divisadero Street Capital Management, LP reported 132 positions worth US$3.96B. Largest: Sezzle Inc., Carvana Co. and Dave Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sezzle Inc. | 1.65M | US$283M | +338K | Jun 30, 2026 |
| Carvana Co. | 4.16M | US$274M | +3.94M | Jun 30, 2026 |
| Dave Inc. | 699K | US$261M | +58,526 | Jun 30, 2026 |
| Hims & Hers Health, Inc. | 6.01M | US$208M | +5.54M | Jun 30, 2026 |
| Celestica Inc. | 461K | US$168M | +156K | Jun 30, 2026 |
| Rush Street Interactive, Inc. | 5.43M | US$161M | −1M | Jun 30, 2026 |
| Sharkninja, Inc. | 819K | US$125M | +50,000 | Jun 30, 2026 |
| Ceco Environmental Corp. | 1.33M | US$121M | +1.14M | Jun 30, 2026 |
| Compass, Inc. | 9.51M | US$117M | +6.12M | Jun 30, 2026 |
| Flywire Corporation - Voting | 6.64M | US$117M | +574K | Jun 30, 2026 |