13F Filings History of Divisadero Street Capital Management, LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,741,583,282
Signature - Title
Brian Goldenberg - CFO, COO, & CCO
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Divisadero Street Capital Management, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Divisadero Street Capital Management, LP reported 88 stock holdings with total value $1,741,583,282 as of Q4 2025. Top holdings included SGHC, INDV, AS, CVNA, and SN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 88 $1,741,583,282 +$595,118,845 -$1,054,043,597 -$458,924,752 SGHC, INDV, AS, CVNA, SN 13F-HR 13 Feb 2026, 17:53
Q3 2025 165 $2,150,523,633 +$1,035,525,539 -$393,255,809 +$642,269,730 DAVE, SGHC, SEZL, TPB, INDV 13F-HR 13 Nov 2025, 18:16
Q2 2025 131 $1,493,793,835 +$617,206,706 -$535,030,069 +$82,176,637 SEZL, DAVE, RSI, RELY, TPB 13F-HR 13 Aug 2025, 18:44
Q1 2025 90 $869,578,188 +$387,804,539 -$255,803,126 +$132,001,413 DAVE, RSI, SEZL, EAT, GENI 13F-HR 14 May 2025, 18:57
Q4 2024 81 $799,865,395 +$291,455,064 -$370,176,664 -$78,721,600 SN, RSI, DAVE, EAT, JILL 13F-HR 13 Feb 2025, 19:28
Q3 2024 70 $777,207,055 +$386,512,629 -$232,549,698 +$153,962,931 CVNA, ANF, RSI, VITL, SN 13F-HR 13 Nov 2024, 19:58
Q2 2024 59 $611,906,636 +$251,998,784 -$101,377,147 +$150,621,637 ANF, GRPN, HIMS, SN, RSI 13F-HR 12 Aug 2024, 17:22
Q1 2024 55 $425,864,376 +$257,557,422 -$288,878,822 -$31,321,400 ANF, SN, RSI, HIMS, UPWK 13F-HR 15 May 2024, 14:33
Q4 2023 58 $442,117,667 +$284,229,697 -$187,765,657 +$96,464,040 IWM, NSSC, TMCI, ANF, SN 13F-HR 14 Feb 2024, 16:28
Q3 2023 49 $317,292,224 +$156,920,004 -$123,056,075 +$33,863,929 SIBN, FLGT, EB, XPOF, PAR 13F-HR 14 Nov 2023, 17:40
Q2 2023 40 $335,444,342 +$214,520,195 -$126,743,243 +$87,776,952 TMDX, FLGT, SIBN, TCMD, CELH 13F-HR 14 Aug 2023, 15:06
Q1 2023 45 $228,583,958 +$177,544,421 -$80,397,402 +$97,147,019 KRUS, XPOF, TCMD, RRGB, EVER 13F-HR 12 May 2023, 17:38
Q4 2022 42 $133,708,972 +$77,644,348 -$46,276,955 +$31,367,393 INMD, BBW, CELH, SPT, XPOF 13F-HR 14 Feb 2023, 15:42
Q3 2022 42 $90,162,000 +$51,187,138 -$92,005,088 -$40,817,950 TMDX, INMD, CUTR, XPOF, CELH 13F-HR 14 Nov 2022, 16:36
Q2 2022 40 $126,252,000 $0 $0 $0 CHGG, INMD, BBW, MGPI, MLKN New Holdings 23 Aug 2022, 19:50
Q2 2022 40 $126,252,000 +$78,320,649 -$56,947,763 +$21,372,886 CHGG, INMD, BBW, MGPI, MLKN 13F-HR 15 Aug 2022, 17:30
Q1 2022 38 $118,764,000 +$68,383,930 -$56,465,173 +$11,918,757 ARLO, INMD, FIVN, DDS, MLKN 13F-HR 16 May 2022, 16:51
Q4 2021 50 $119,710,000 $0 $0 $0 BBW, CCRN, QDEL, RVLV, KRUS 13F-HR 14 Feb 2022, 16:50