Funds › Divisar Capital Management LLC
Divisar Capital Management LLC
13F for Q3 2026, filed Nov 13, 2026. 29 positions worth $417.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ONTO Onto Innovation Inc. | 144,186 | $44.4M | 10.6% | +26.2% | 13F ↗ |
| 2 | MKSI MKS Inc. | 149,001 | $39.5M | 9.5% | +138% | 13F ↗ |
| 3 | PII Polaris Inc. | 644,090 | $33.6M | 8.0% | +21.7% | 13F ↗ |
| 4 | LITE Lumentum Holdings Inc. | 23,123 | $22.5M | 5.4% | -11.5% | 13F ↗ |
| 5 | PDFS PDF Solutions, Inc. | 417,101 | $21.3M | 5.1% | +35.5% | 13F ↗ |
| 6 | BOX Box, Inc. | 634,484 | $21.2M | 5.1% | -15.2% | 13F ↗ |
| 7 | OEC Orion S.A. | 3.38M | $19.0M | 4.6% | Unchanged | 13F ↗ |
| 8 | KLIC Kulicke and Soffa Industries, Inc. | 188,828 | $17.8M | 4.3% | +4.4% | 13F ↗ |
| 9 | VERX Vertex, Inc. | 1.48M | $17.4M | 4.2% | -9.8% | 13F ↗ |
| 10 | RXO RXO, Inc. | 823,402 | $16.8M | 4.0% | +24.3% | 13F ↗ |
| 11 | MCFT MasterCraft Boat Holdings, Inc. | 832,276 | $16.5M | 3.9% | +23.8% | 13F ↗ |
| 12 | THRM Gentherm Inc | 446,512 | $14.9M | 3.6% | +95.0% | 13F ↗ |
| 13 | BC Brunswick Corporation | 225,137 | $14.5M | 3.5% | -21.6% | 13F ↗ |
| 14 | UCTT Ultra Clean Holdings, Inc. | 178,154 | $14.4M | 3.5% | +14.5% | 13F ↗ |
| 15 | CALX Calix, Inc | 405,163 | $13.9M | 3.3% | +2.5% | 13F ↗ |
| 16 | TTMI TTM Technologies, Inc. | 110,539 | $13.6M | 3.3% | +19.3% | 13F ↗ |
| 17 | EVER EverQuote, Inc. | 512,293 | $10.3M | 2.5% | +469% | 13F ↗ |
| 18 | CMRC Commerce.com, Inc. | 2.74M | $8.7M | 2.1% | -12.7% | 13F ↗ |
| 19 | FN Fabrinet | 18,570 | $7.9M | 1.9% | +145% | 13F ↗ |
| 20 | LASR nLIGHT, Inc. | 179,705 | $7.0M | 1.7% | +152% | 13F ↗ |
| 21 | OXM Oxford Industries, Inc. | 277,976 | $6.8M | 1.6% | +80.1% | 13F ↗ |
| 22 | ADTN ADTRAN Holdings, Inc. | 851,526 | $5.8M | 1.4% | Unchanged | 13F ↗ |
| 23 | CXT Crane NXT, Co. | 115,587 | $5.4M | 1.3% | New | 13F ↗ |
| 24 | HURN Huron Consulting Group Inc. | 32,371 | $5.1M | 1.2% | New | 13F ↗ |
| 25 | ANF Abercrombie & Fitch Company | 34,308 | $4.6M | 1.1% | -22.6% | 13F ↗ |
| 26 | VIAV Viavi Solutions Inc. | 96,353 | $4.0M | 1.0% | Unchanged | 13F ↗ |
| 27 | CALY Callaway Golf Company | 275,711 | $3.9M | 0.9% | -7.6% | 13F ↗ |
| 28 | ZUMZ Zumiez Inc. | 289,102 | $3.9M | 0.9% | Unchanged | 13F ↗ |
| 29 | DIN Dine Brands Global, Inc. | 93,501 | $2.6M | 0.6% | -43.6% | 13F ↗ |
Changes since Q2 2026
2 new, 15 added to, 8 trimmed, 1 exited, 4 unchanged. By estimated dollars.
New positions (2)
Added to (15)
| MKSI MKS Inc. | 149,001 | +138% | $23.0M |
| ONTO Onto Innovation Inc. | 144,186 | +26.2% | $9.2M |
| EVER EverQuote, Inc. | 512,293 | +469% | $8.5M |
| THRM Gentherm Inc | 446,512 | +95.0% | $7.2M |
| PII Polaris Inc. | 644,090 | +21.7% | $6.0M |
| PDFS PDF Solutions, Inc. | 417,101 | +35.5% | $5.6M |
| FN Fabrinet | 18,570 | +145% | $4.7M |
| LASR nLIGHT, Inc. | 179,705 | +152% | $4.2M |
| RXO RXO, Inc. | 823,402 | +24.3% | $3.3M |
| MCFT MasterCraft Boat Holdings, Inc. | 832,276 | +23.8% | $3.2M |
Trimmed (8)
| BC Brunswick Corporation | 225,137 | -21.6% | -$4.0M |
| BOX Box, Inc. | 634,484 | -15.2% | -$3.8M |
| LITE Lumentum Holdings Inc. | 23,123 | -11.5% | -$2.9M |
| DIN Dine Brands Global, Inc. | 93,501 | -43.6% | -$2.0M |
| VERX Vertex, Inc. | 1.48M | -9.8% | -$1.9M |
| ANF Abercrombie & Fitch Company | 34,308 | -22.6% | -$1.3M |
| CMRC Commerce.com, Inc. | 2.74M | -12.7% | -$1.3M |
| CALY Callaway Golf Company | 275,711 | -7.6% | -$318.0K |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| WEAV Weave Communications Inc | 2.02M | Exited | -$12.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 29 | $417.3M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 28 | $434.0M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 26 | $392.4M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 26 | $355.9M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 25 | $367.6M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 26 | $432.3M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 29 | $384.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer