Divisar Capital Management LLC Top Holdings and 13F Report (2025) About Divisar Capital Management LLCInvestment ActivityDivisar Capital Management LLC has $460.74 million in total holdings as of December 31, 2024.Divisar Capital Management LLC owns shares of 30 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.49% of the portfolio was purchased this quarter.About 31.51% of the portfolio was sold this quarter.This quarter, Divisar Capital Management LLC has purchased 31 new stocks and bought additional shares in 6 stocks.Divisar Capital Management LLC sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings ADTRAN $40,037,170Lumentum $38,429,372Vimeo $37,630,662Ultra Clean $36,740,720FARO Technologies $34,953,764 Largest New Holdings this Quarter Polaris $6,914,400 HoldingSEQUANS COMMUNICATIONS S A $3,864,372 HoldingOLO $768,000 Holding Largest Purchases this Quarter Polaris 120,000 shares (about $6.91M)Calix 146,249 shares (about $5.10M)MasterCraft Boat 231,908 shares (about $4.42M)SEQUANS COMMUNICATIONS S A 1,107,270 shares (about $3.86M)BigCommerce 611,811 shares (about $3.74M) Largest Sales this Quarter Lumentum 282,824 shares (about $23.74M)Vimeo 2,712,409 shares (about $17.36M)Stitch Fix 3,834,300 shares (about $16.53M)ADTRAN 1,276,858 shares (about $10.64M)FARO Technologies 405,474 shares (about $10.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDivisar Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADTNADTRAN$40,037,170$10,636,227 ▼-21.0%4,806,3838.7%Business ServicesLITELumentum$38,429,372$23,743,075 ▼-38.2%457,7658.3%Computer and TechnologyVMEOVimeo$37,630,662$17,359,417 ▼-31.6%5,879,7918.2%Business ServicesUCTTUltra Clean$36,740,720$7,441,362 ▼-16.8%1,021,9958.0%Computer and TechnologyFAROFARO Technologies$34,953,764$10,282,821 ▼-22.7%1,378,3037.6%Computer and TechnologyKLICKulicke and Soffa Industries$33,042,559$9,230,515 ▼-21.8%708,1567.2%Computer and TechnologyCALXCalix$20,725,229$5,099,703 ▲32.6%594,3574.5%Computer and TechnologyRXORXO$20,254,941$8,332,914 ▼-29.1%849,6204.4%TransportationOECOrion$19,316,286$1,263,200 ▲7.0%1,223,3244.2%Basic MaterialsMCFTMasterCraft Boat$19,199,771$4,422,485 ▲29.9%1,006,8054.2%Consumer DiscretionaryLASRnLIGHT$18,251,467$220,741 ▼-1.2%1,739,8924.0%Computer and TechnologyBCBrunswick$17,644,251$510,972 ▲3.0%272,7933.8%Consumer DiscretionaryPDFSPDF Solutions$16,808,827$1,485,961 ▼-8.1%620,7103.6%Computer and TechnologyZUMZZumiez$13,263,320$3,304,179 ▲33.2%691,8792.9%Retail/WholesaleCOHUCohu$11,650,492$4,089,345 ▼-26.0%436,3482.5%Computer and TechnologyBOXBOX$11,485,368$7,426,000 ▼-39.3%363,4612.5%Computer and TechnologyBIGCBigCommerce$11,456,830$3,744,283 ▲48.5%1,872,0312.5%Computer and TechnologySFIXStitch Fix$9,870,848$16,525,833 ▼-62.6%2,290,2202.1%Retail/WholesaleNVRIEnviri$8,238,577$1,042,426 ▼-11.2%1,069,9451.8%Business ServicesPIIPolaris$6,914,400$6,914,400 ▲New Holding120,0001.5%Auto/Tires/TrucksTLYSTilly's$5,382,302$769,590 ▼-12.5%1,266,4241.2%Retail/WholesaleANFAbercrombie & Fitch$5,111,874$1,447,766 ▼-22.1%34,2001.1%Retail/WholesaleFNFabrinet$4,912,1190.0%22,3401.1%Computer and TechnologyCIVICivitas Resources$4,728,371$3,600,795 ▼-43.2%103,0821.0%EnergyCOHRCoherent$4,315,4250.0%45,5550.9%Business ServicesSEQUANS COMMUNICATIONS S A$3,864,372$3,864,372 ▲New Holding1,107,2700.8%SPONSORED ADSMARKFORGED HOLDING CORPORATI$2,299,1140.0%732,2020.5%COM NEWFIXComfort Systems USA$1,763,6660.0%4,1590.4%ConstructionONTOOnto Innovation$1,681,3670.0%10,0880.4%Computer and TechnologyOLOOLO$768,000$768,000 ▲New Holding100,0000.2%Computer and TechnologyZUOZuora$0$7,000,302 ▼-100.0%00.0%Computer and TechnologyVSHVishay Intertechnology$0$5,776,929 ▼-100.0%00.0%Computer and TechnologyVPGVishay Precision Group$0$4,558,426 ▼-100.0%00.0%Computer and TechnologySQNSSequans Communications$0$4,211,700 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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