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Divisar Capital Management LLC Top Holdings and 13F Report (2026)

About Divisar Capital Management LLC

Investment Activity

  • Divisar Capital Management LLC has $433.98 million in total holdings as of June 30, 2026.
  • Divisar Capital Management LLC owns shares of 28 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 6.79% of the portfolio was purchased this quarter.
  • About 39.81% of the portfolio was sold this quarter.
  • This quarter, Divisar Capital Management LLC has purchased 26 new stocks and bought additional shares in 7 stocks.
  • Divisar Capital Management LLC sold shares of 17 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Onto Innovation
$43,239,048
Polaris
$36,210,920
MKS
$27,800,445
Brunswick
$24,188,421

Largest New Holdings this Quarter

131193104 - CALLAWAY GOLF CO
$5,604,719 Holding
30041R108 - EverQuote
$2,141,100 Holding

Largest Purchases this Quarter

CALLAWAY GOLF CO
298,282 shares (about $5.60M)
Vertex
445,183 shares (about $5.11M)
Oxford Industries
133,292 shares (about $4.65M)
Polaris
51,213 shares (about $3.51M)
BOX
110,000 shares (about $2.92M)

Largest Sales this Quarter

Ultra Clean
264,396 shares (about $37.70M)
Onto Innovation
79,000 shares (about $29.90M)
PDF Solutions
315,485 shares (about $22.33M)
Kulicke and Soffa Industries
136,059 shares (about $18.20M)
ADTRAN
917,913 shares (about $12.76M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDivisar Capital Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$43,239,048$29,897,550 -40.9%114,25310.0%Technology
Polaris Inc. stock logo
PII
Polaris
$36,210,920$3,505,018 10.7%529,0908.3%Consumer Discretionary
MKS Inc. stock logo
MKSI
MKS
$27,800,445$10,230,400 -26.9%62,5016.4%Technology
Brunswick Corporation stock logo
BC
Brunswick
$24,188,421$5,276,204 -17.9%287,1375.6%Consumer Discretionary
Kulicke and Soffa Industries, Inc. stock logo
KLIC
Kulicke and Soffa Industries
$24,187,553$18,199,252 -42.9%180,8285.6%Technology
Orion S.A. stock logo
OEC
Orion
$22,440,893$1,210,061 -5.1%3,384,7505.2%Materials
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$22,415,101$7,808,346 -25.8%26,1235.2%Technology
Ultra Clean Holdings, Inc. stock logo
UCTT
Ultra Clean
$22,194,561$37,700,225 -62.9%155,6535.1%Technology
PDF Solutions, Inc. stock logo
PDFS
PDF Solutions
$21,794,754$22,333,183 -50.6%307,8795.0%Technology
Box, Inc. stock logo
BOX
BOX
$19,853,220$2,919,400 17.2%748,0494.6%Technology
Vertex, Inc. stock logo
VERX
Vertex
$18,837,475$5,110,701 37.2%1,640,8954.3%Technology
Rxo Inc stock logo
RXO
RXO
$18,279,065$10,760,100 -37.1%662,5254.2%Industrials
Mastercraft Boat Holdings, Inc. stock logo
MCFT
Mastercraft Boat
$17,358,166$516,400 -2.9%672,2764.0%Consumer Discretionary
TTM Technologies, Inc. stock logo
TTMI
TTM Technologies
$17,325,346$6,358,680 -26.8%92,6394.0%Technology
Calix, Inc stock logo
CALX
Calix
$14,747,483$2,052,600 16.2%395,1633.4%Technology
Weave Communications, Inc. stock logo
WEAV
Weave Communications
$12,121,400$1,099,201 10.0%2,023,6062.8%Healthcare
ADTRAN Holdings, Inc. stock logo
ADTN
ADTRAN
$11,836,211$12,758,990 -51.9%851,5262.7%Technology
Bigcommerce Holdings, Inc. stock logo
BIGC
Bigcommerce
$9,302,821$2,320,791 -20.0%3,142,8452.1%Technology
Gentherm Inc stock logo
THRM
Gentherm
$7,810,235$2,387,700 44.0%228,9721.8%Consumer Discretionary
Dine Brands Global, Inc. stock logo
DIN
Dine Brands Global
$5,946,368$2,751,017 -31.6%165,6371.4%Consumer Discretionary
CALLAWAY GOLF CO
$5,604,719$5,604,719 New Holding298,2821.3%COM
Oxford Industries, Inc. stock logo
OXM
Oxford Industries
$5,383,510$4,647,892 631.8%154,3881.2%Consumer Discretionary
Zumiez Inc. stock logo
ZUMZ
Zumiez
$5,146,0160.0%289,1021.2%Consumer Discretionary
nLight stock logo
LASR
nLight
$4,974,071$1,174,350 -19.1%71,4461.1%Technology
Viavi Solutions Inc. stock logo
VIAV
Viavi Solutions
$4,600,856$1,671,250 -26.6%96,3531.1%Technology
Fabrinet stock logo
FN
Fabrinet
$4,254,9460.0%7,5701.0%Technology
Abercrombie & Fitch Company stock logo
ANF
Abercrombie & Fitch
$3,988,163$1,800,200 -31.1%44,3080.9%Consumer Discretionary
EverQuote, Inc. stock logo
EVER
EverQuote
$2,141,100$2,141,100 New Holding90,0000.5%Communication Services

Showing largest 100 holdings. View all holdings.
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