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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 $392.41 million in total holdings as of March 31, 2026.
  • Divisar Capital Management LLC owns shares of 26 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 15.32% of the portfolio was purchased this quarter.
  • About 32.21% of the portfolio was sold this quarter.
  • This quarter, Divisar Capital Management LLC has purchased 26 new stocks and bought additional shares in 12 stocks.
  • Divisar Capital Management LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Onto Innovation
$39,630,393
Ultra Clean
$26,118,647
Polaris
$26,044,297
Brunswick
$25,449,265
Lumentum
$24,753,315

Largest New Holdings this Quarter

254423106 - Dine Brands Global
$6,357,086 Holding
691497309 - Oxford Industries
$812,407 Holding

Largest Purchases this Quarter

Vertex
945,712 shares (about $11.24M)
BOX
450,000 shares (about $10.64M)
RXO
497,516 shares (about $7.27M)
Dine Brands Global
242,267 shares (about $6.36M)
Weave Communications
1,259,603 shares (about $5.82M)

Largest Sales this Quarter

Lumentum
51,806 shares (about $36.41M)
Ultra Clean
529,279 shares (about $32.91M)
ADTRAN
1,216,863 shares (about $15.31M)
nLight
200,124 shares (about $11.41M)
Kulicke and Soffa Industries
164,134 shares (about $10.79M)

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
$39,630,393$3,927,091 â–¼-9.0%193,25310.1%Computer and Technology
Ultra Clean Holdings, Inc. stock logo
UCTT
Ultra Clean
$26,118,647$32,910,568 â–¼-55.8%420,0496.7%Computer and Technology
Polaris Inc. stock logo
PII
Polaris
$26,044,297$3,996,158 â–²18.1%477,8776.6%Auto/Tires/Trucks
Brunswick Corporation stock logo
BC
Brunswick
$25,449,265$2,983,160 â–²13.3%349,7706.5%Consumer Discretionary
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$24,753,315$36,407,184 â–¼-59.5%35,2236.3%Computer and Technology
Orion S.A. stock logo
OEC
Orion
$23,187,210$5,361,896 â–²30.1%3,567,2635.9%Basic Materials
ADTRAN Holdings, Inc. stock logo
ADTN
ADTRAN
$22,259,543$15,308,137 â–¼-40.7%1,769,4395.7%Business Services
Kulicke and Soffa Industries, Inc. stock logo
KLIC
Kulicke and Soffa Industries
$20,825,814$10,786,887 â–¼-34.1%316,8875.3%Computer and Technology
PDF Solutions, Inc. stock logo
PDFS
PDF Solutions
$20,390,236$4,463,312 â–¼-18.0%623,3645.2%Computer and Technology
MKS Inc. stock logo
MKSI
MKS
$19,648,985$1,838,480 â–²10.3%85,5015.0%Computer and Technology
Calix, Inc stock logo
CALX
Calix
$16,664,585$1,969,398 â–²13.4%340,1634.2%Computer and Technology
Rxo Inc stock logo
RXO
RXO
$15,387,916$7,273,684 â–²89.6%1,052,5253.9%Transportation
Box, Inc. stock logo
BOX
BOX
$15,083,478$10,638,000 â–²239.3%638,0493.8%Computer and Technology
Vertex, Inc. stock logo
VERX
Vertex
$14,217,016$11,244,516 â–²378.3%1,195,7123.6%Computer and Technology
Mastercraft Boat Holdings, Inc. stock logo
MCFT
Mastercraft Boat
$14,198,581$709,646 â–¼-4.8%692,2763.6%Consumer Discretionary
TTM Technologies, Inc. stock logo
TTMI
TTM Technologies
$12,337,171$1,042,394 â–¼-7.8%126,6393.1%Computer and Technology
Bigcommerce Holdings, Inc. stock logo
BIGC
Bigcommerce
$10,484,812$400,500 â–²4.0%3,926,8962.7%Services
Weave Communications, Inc. stock logo
WEAV
Weave Communications
$8,501,262$5,819,366 â–²217.0%1,840,1002.2%Computer and Technology
Zumiez Inc. stock logo
ZUMZ
Zumiez
$6,406,500$664,800 â–²11.6%289,1021.6%Retail/Wholesale
Dine Brands Global, Inc. stock logo
DIN
Dine Brands Global
$6,357,086$6,357,086 â–²New Holding242,2671.6%Retail/Wholesale
Abercrombie & Fitch Company stock logo
ANF
Abercrombie & Fitch
$5,875,822$776,645 â–²15.2%64,3081.5%Retail/Wholesale
nLight stock logo
LASR
nLight
$5,035,664$11,411,070 â–¼-69.4%88,3141.3%Computer and Technology
Gentherm Inc stock logo
THRM
Gentherm
$4,416,2420.0%158,9721.1%Auto/Tires/Trucks
Viavi Solutions Inc. stock logo
VIAV
Viavi Solutions
$4,371,428$1,978,563 â–¼-31.2%131,3531.1%Computer and Technology
Fabrinet stock logo
FN
Fabrinet
$3,947,9060.0%7,5701.0%Computer and Technology
Oxford Industries, Inc. stock logo
OXM
Oxford Industries
$812,407$812,407 â–²New Holding21,0960.2%Consumer Discretionary
Cohu, Inc. stock logo
COHU
Cohu
$0$5,053,313 â–¼-100.0%00.0%Computer and Technology
Stitch Fix, Inc. stock logo
SFIX
Stitch Fix
$0$2,402,321 â–¼-100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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