Divisadero Street Capital Management, Lp Top Holdings and 13F Report (2024) About Divisadero Street Capital Management, LpInvestment ActivityDivisadero Street Capital Management, Lp has $993.62 million in total holdings as of March 31, 2024.Divisadero Street Capital Management, Lp owns shares of 90 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 49.13% of the portfolio was purchased this quarter.About 28.19% of the portfolio was sold this quarter.This quarter, Divisadero Street Capital Management, Lp has purchased 81 new stocks and bought additional shares in 17 stocks.Divisadero Street Capital Management, Lp sold shares of 22 stocks and completely divested from 23 stocks this quarter.Largest Holdings Brinker International $135,432,047Rush Street Interactive $88,879,306Famous Dave's of America $83,754,501SEZZLE INC $45,628,514Vital Farms $45,301,669 Largest New Holdings this Quarter 78435P105 - SEZZLE INC $45,628,514 Holding15118V207 - Celsius $28,159,818 Holding09352U108 - Blend Labs $21,018,918 Holding90041L105 - Turning Point Brands $19,511,953 Holding77311W101 - Rocket Companies $17,519,243 Holding Largest Purchases this Quarter Brinker International 540,362 shares (about $80.54M)SEZZLE INC 1,307,782 shares (about $45.63M)Rush Street Interactive 3,524,368 shares (about $37.78M)Priority Technology 4,317,072 shares (about $29.42M)Celsius 790,562 shares (about $28.16M) Largest Sales this Quarter SharkNinja 908,989 shares (about $75.82M)GeneDx 215,094 shares (about $19.05M)EZCORP 1,175,343 shares (about $17.30M)REMITLY GLOBAL INC 337,708 shares (about $7.02M)Carvana 32,660 shares (about $6.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDivisadero Street Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEATBrinker International$135,432,047$80,540,956 ▲146.7%908,63513.6%Retail/WholesaleRSIRush Street Interactive$88,879,306$37,781,225 ▲73.9%8,290,9808.9%Consumer DiscretionaryDAVEFamous Dave's of America$83,754,501$24,265,752 ▲40.8%1,013,2418.4%Business ServicesSEZZLE INC$45,628,514$45,628,514 ▲New Holding1,307,7824.6%COMVITLVital Farms$45,301,669$21,414,316 ▲89.6%1,486,7634.6%Consumer StaplesGENIGenius Sports$43,049,376$7,496,349 ▲21.1%4,300,6374.3%Computer and TechnologyCVNACarvana$34,464,747$6,828,553 ▼-16.5%164,8403.5%Retail/WholesaleHIMSHims & Hers Health$32,860,398$5,250,355 ▼-13.8%1,112,0273.3%MedicalPRTHPriority Technology$32,044,914$29,420,846 ▲1,121.2%4,702,1153.2%Business ServicesCELHCelsius$28,159,818$28,159,818 ▲New Holding790,5622.8%Consumer StaplesJILLJ.Jill$27,068,170$4,040,894 ▼-13.0%1,385,9792.7%Retail/WholesaleGRPNGroupon$25,156,549$5,533,039 ▲28.2%1,340,2532.5%Retail/WholesaleRXSTRxSight$22,357,158$1,946,851 ▼-8.0%885,4322.3%MedicalBLNDBlend Labs$21,018,918$21,018,918 ▲New Holding6,274,3042.1%Computer and TechnologyTPBTurning Point Brands$19,511,953$19,511,953 ▲New Holding328,2632.0%Consumer StaplesRKTRocket Companies$17,519,243$17,519,243 ▲New Holding1,451,4701.8%FinanceEVEREverQuote$17,416,376$1,286,846 ▲8.0%665,0011.8%FinanceFLYWFlywire$16,350,792$16,350,792 ▲New Holding1,721,1361.6%Computer and TechnologyEYENational Vision$15,655,513$15,655,513 ▲New Holding1,225,0011.6%Consumer StaplesBVSBioventus$15,483,163$15,483,163 ▲New Holding1,692,1491.6%MedicalSNSharkNinja$13,312,987$75,818,774 ▼-85.1%159,6091.3%Retail/WholesaleHNSTHonest$13,304,403$5,128,739 ▼-27.8%2,830,7241.3%Consumer DiscretionaryESTAEstablishment Labs$12,693,293$6,541,042 ▲106.3%311,0721.3%MedicalREMITLY GLOBAL INC$11,175,736$7,024,326 ▼-38.6%537,2951.1%COMZETA GLOBAL HOLDINGS CORP$10,237,800$10,237,800 ▲New Holding755,0001.0%CL ACELESTICA INC$9,851,250$9,851,250 ▲New Holding125,0001.0%COMFIVNFive9$9,316,631$6,601,631 ▲243.2%343,1540.9%Computer and TechnologyCOINCoinbase Global$9,045,692$9,045,692 ▲New Holding52,5210.9%FinanceANGOAngioDynamics$9,015,010$4,182,588 ▲86.6%960,0650.9%MedicalEOLSEvolus$8,670,274$8,670,274 ▲New Holding720,7210.9%MedicalCDNACareDx$8,288,150$4,345,609 ▼-34.4%466,9380.8%MedicalTMDXTransMedics Group$7,661,241$3,001,294 ▼-28.1%113,8710.8%MedicalWLDNWilldan Group$7,000,664$4,747,708 ▲210.7%171,9220.7%Business ServicesWGSGeneDx$6,478,175$19,049,799 ▼-74.6%73,1460.7%MedicalBXCBlueLinx$6,233,912$1,319,348 ▲26.8%83,1410.6%ConstructionMODModine Manufacturing$5,909,750$5,909,750 ▲New Holding77,0000.6%Auto/Tires/TrucksASOAcademy Sports and Outdoors$4,561,000$4,561,000 ▲New Holding100,0000.5%Consumer DiscretionaryPTONPeloton Interactive$4,319,025$894,975 ▼-17.2%683,3900.4%Consumer DiscretionaryBRBRBellRing Brands$4,153,379$745 ▲0.0%55,7800.4%MedicalSIBNSI-BONE$4,046,645$4,046,645 ▲New Holding288,4280.4%MedicalSGSweetgreen$3,753,000$3,753,000 ▲New Holding150,0000.4%Retail/WholesaleRVLVRevolve Group$3,485,528$3,485,528 ▲New Holding162,1930.4%Consumer DiscretionaryTNDMTandem Diabetes Care$3,347,099$3,554,947 ▼-51.5%174,6920.3%MedicalDKNGDraftKings$3,237,4100.0%97,4830.3%Consumer DiscretionaryBYRNByrna Technologies$2,970,189$2,970,189 ▲New Holding176,3770.3%Business ServicesCRMTAmerica's Car-Mart$2,690,765$26,962 ▲1.0%59,2810.3%Retail/WholesaleNSSCNapco Security Technologies$2,568,2490.0%111,5660.3%IndustrialsANFAbercrombie & Fitch$2,464,536$6,311,598 ▼-71.9%32,2710.2%Retail/WholesaleLOCOEl Pollo Loco$2,129,8860.0%206,7850.2%Retail/WholesaleCPRICapri$1,973,000$1,973,000 ▲New Holding100,0000.2%Retail/WholesaleMGPIMGP Ingredients$1,952,977$1,952,977 ▲New Holding66,4730.2%Consumer StaplesCALXCalix$1,879,100$3,604,957 ▼-65.7%53,0220.2%Computer and TechnologyREALRealReal$1,862,250$1,256,921 ▲207.6%345,5010.2%Consumer DiscretionarySRADSportradar Group$1,778,872$4,707,128 ▼-72.6%82,2790.2%Consumer DiscretionaryKIDSOrthoPediatrics$1,640,284$1,640,284 ▲New Holding66,5970.2%MedicalVSCOVictoria's Secret & Co.$1,596,2080.0%85,9100.2%Retail/WholesaleRICKRCI Hospitality$1,531,541$1,531,541 ▲New Holding35,6670.2%Consumer DiscretionaryXPOFXponential Fitness$1,514,8770.0%181,8580.2%Consumer DiscretionaryPRCTPROCEPT BioRobotics$1,454,344$1,454,344 ▲New Holding24,9630.1%MedicalARLOArlo Technologies$1,292,950$1,046,200 ▲424.0%130,9980.1%Computer and TechnologyBBWBuild-A-Bear Workshop$1,282,4390.0%34,5020.1%Retail/WholesaleARHSArhaus$1,240,2370.0%142,5560.1%Retail/WholesaleBRCCBRC$1,163,626$1,163,626 ▲New Holding556,7590.1%Consumer StaplesINGNInogen$1,110,982$315,018 ▼-22.1%155,8180.1%MedicalATRCAtriCure$1,086,839$5,783,958 ▼-84.2%33,6900.1%MedicalEZPWEZCORP$1,046,621$17,301,042 ▼-94.3%71,1020.1%FinanceODPODP$979,1400.0%68,3280.1%Retail/WholesalePTLOPortillo's$799,7570.0%67,2630.1%Retail/WholesaleHOGHarley-Davidson$710,156$710,156 ▲New Holding28,1250.1%Auto/Tires/TrucksFNKOFunko$666,099$6,395,247 ▼-90.6%97,0990.1%Consumer DiscretionaryPACKRanpak$542,005$112,470 ▼-17.2%100,0010.1%IndustrialsSNBRSleep Number$515,696$515,696 ▲New Holding81,3400.1%Consumer DiscretionaryAXGNAxoGen$486,032$12,950 ▼-2.6%26,2720.0%MedicalNPCENeuroPace$472,919$472,919 ▲New Holding38,4800.0%MedicalYEXTYext$425,8410.0%69,1300.0%Business ServicesTKNOAlpha Teknova$409,346$409,346 ▲New Holding78,8720.0%MedicalMDXGMiMedx Group$366,4720.0%48,2200.0%MedicalAIRSAirSculpt Technologies$350,250$350,250 ▲New Holding150,0000.0%Business ServicesZIMVZimVie$323,6650.0%29,9690.0%MedicalZIPZipRecruiter$291,614$591,886 ▼-67.0%49,5100.0%Business ServicesDXLGDestination XL Group$288,988$288,988 ▲New Holding197,9370.0%Retail/WholesaleSRTSSensus Healthcare$274,520$274,520 ▲New Holding58,0380.0%MedicalCTRNCiti Trends$271,7290.0%12,2760.0%Retail/WholesaleTALKTalkspace$266,1270.0%103,9560.0%MedicalCOURCoursera$217,3890.0%32,6410.0%Business ServicesPBPBPotbelly$161,6700.0%17,0000.0%Retail/WholesaleAHCOAdaptHealth$143,3700.0%13,2260.0%MedicalPRPLPurple Innovation$105,2290.0%138,6050.0%Consumer StaplesDBIDesigner Brands$60,769$60,769 ▲New Holding16,6490.0%Retail/WholesaleBMBLBumble$47,7400.0%11,0000.0%Computer and TechnologyCMPOCompoSecure$0$16,074,517 ▼-100.0%00.0%Business ServicesDESPDespegar.com$0$14,466,625 ▼-100.0%00.0%TransportationMCWMister Car Wash$0$10,391,829 ▼-100.0%00.0%Auto/Tires/TrucksHZOMarineMax$0$8,502,644 ▼-100.0%00.0%Retail/WholesaleUTIUniversal Technical Institute$0$6,684,600 ▼-100.0%00.0%Consumer DiscretionaryAMER SPORTS INC$0$6,151,200 ▼-100.0%00.0%COM SHSCLFDClearfield$0$5,488,457 ▼-100.0%00.0%Computer and TechnologyVMDViemed Healthcare$0$5,183,109 ▼-100.0%00.0%MedicalCARGCarGurus$0$4,932,900 ▼-100.0%00.0%Auto/Tires/TrucksSYMSymbotic$0$4,441,286 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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