Portfolio (Quarterly)
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Divisadero Street Capital Management, LP
· CIK 0001901865| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | FLWS | 1 800 FLOWERS COM INC | Consumer Cyclical | 172,395.0 | $678K | 0.03% | NEW | — | $3.93 | -2.0% |
| 82 | INGN | INOGEN INC | Healthcare | 88,136.0 | $592K | 0.03% | NEW | — | $6.72 | -5.8% |
| 83 | LOVE | LOVESAC COMPANY | Consumer Cyclical | 38,115.0 | $562K | 0.03% | NEW | — | $14.75 | +18.9% |
| 84 | LFMD | LIFEMD INC | Healthcare | 135,826.0 | $463K | 0.02% | NEW | — | $3.41 | +32.3% |
| 85 | LFVN | LIFEVANTAGE CORP | Consumer Defensive | 64,345.0 | $396K | 0.02% | NEW | — | $6.16 | +0.6% |
| 86 | RCEL | AVITA MEDICAL INC | Healthcare | 100,000.0 | $345K | 0.02% | NEW | — | $3.45 | +16.5% |
| 87 | TKNO | ALPHA TEKNOVA INC | Healthcare | 78,872.0 | $300K | 0.01% | NEW | — | $3.80 | +42.4% |
| 88 | ZIP | ZIPRECRUITER INC | Industrials | 49,510.0 | $193K | 0.01% | NEW | — | $3.90 | +1.5% |
| 89 | DXLG | DESTINATION XL GROUP INC | Consumer Cyclical | 197,937.0 | $182K | 0.01% | NEW | — | $0.92 | -31.8% |
| 90 | DDD | 3-D SYS CORP DEL | Technology | 90,531.0 | $160K | 0.01% | NEW | — | $1.77 | +67.8% |
| 91 | PRPL | PURPLE INNOVATION INC | Consumer Cyclical | 138,605.0 | $96K | 0.00% | NEW | — | $0.69 | -54.7% |
| 92 | GOGO | GOGO INC | Communication Services | 12,272.0 | $57K | 0.00% | NEW | — | $4.66 | -25.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
45.3%
Consumer Defensive
17.6%
Technology
15.4%
Financial Services
7.0%
Healthcare
5.9%
Industrials
5.2%
Communication Services
3.7%