Managers / Q1 2026
Divisadero Street Capital Management, LP
CIK 0001901865 · 3480 MAIN HIGHWAY, SUITE 204, MIAMI, FL, 33133 · 415-378-0636
Reported Value
$2.4B
Q1 2026
Positions
118
Filings on Record
19
2019–present window
Filed
May 15, 2026
original filing
Summary
Divisadero Street Capital Management, Lp reported $2.4B in U.S.-listed holdings across 118 positions for Q1 2026.
Its largest position, Super Group Sghc, represents 7.4% of the portfolio.
Compared with Q4 2025, the fund opened 45 new positions and exited 15.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 75.6% · $1.8B
- Other · 24.4% · $584M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.4B | 118 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.1B | 92 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.3B | 168 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.6B | 136 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $994M | 94 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $856M | 85 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $824M | 74 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $659M | 61 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $427M | 56 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $443M | 59 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $317M | 49 | Nov 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $346M | 43 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $229M | 45 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $133.7B | 42 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $90M | 42 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022REVEALED | $280M | 85 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $119M | 38 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $120M | 51 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.