The Analysis of Divisar Capital Management LLC's Holdings


Currently, Divisar Capital Management LLC holds 26 types of securities in its portfolio with a total value $358.7M. In the most recent quarter, they have increased their positions in ONTO (+37.3K shares, valued at $5.9M), THRM (+159.0K shares, valued at $5.8M), VERX (+250.0K shares, valued at $5.0M); decreased their positions in LITE (-116.9K shares, valued at $43.1M), ZUMZ (-436.6K shares, valued at $11.4M), LASR (-287.0K shares, valued at $10.8M); initiated new positions in THRM (+159.0K shares, valued at $5.8M), VERX (+250.0K shares, valued at $5.0M), WEAV (+580.5K shares, valued at $4.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ONTO ONTO INNOVATION INC212.4K shares21.31%2025-12-312026-02-17history
LITE LUMENTUM HLDGS INC87.0K shares-57.32%2025-12-312026-02-17history
ADTRAN HOLDINGS INC ADTRAN HOLDINGS INC3.0M shares-7.06%2025-12-312026-02-17history
PII POLARIS INC404.6K shares-9.68%2025-12-312026-02-17history
UCTT ULTRA CLEAN HLDGS INC949.3K shares-9.81%2025-12-312026-02-17history
BC BRUNSWICK CORP308.8K shares-2.90%2025-12-312026-02-17history
KLIC KULICKE & SOFFA INDS INC481.0K shares-23.75%2025-12-312026-02-17history
PDFS PDF SOLUTIONS INC759.8K shares11.07%2025-12-312026-02-17history
Sponsored
OEC ORION S.A.3.1M shares12.58%2026-02-192026-02-26history
CALX CALIX INC300.0K shares22.89%2025-12-312026-02-17history
CMRC COMMERCE.COM INC.3.8M shares-18.09%2025-12-312026-02-17history
MCFT MASTERCRAFT BOAT HLDGS INC726.9K shares-15.53%2025-12-312026-02-17history
MKSI MKS INC.77.5K shares25.00%2025-12-312026-02-17history
LASR NLIGHT INC288.4K shares-49.88%2025-12-312026-02-17history
TTMI TTM TECHNOLOGIES INC137.3K shares108.08%2025-12-312026-02-17history
ANF ABERCROMBIE & FITCH CO55.8K shares-31.46%2025-12-312026-02-17history
Sponsored
RXO RXO INC555.0K shares3.56%2025-12-312026-02-17history
ZUMZ ZUMIEZ INC259.1K shares-62.76%2025-12-312026-02-17history
THRM GENTHERM INC159.0K sharesnew addition2025-12-312026-02-17history
BOX BOX INC188.0K shares16.26%2025-12-312026-02-17history
COHU COHU INC217.2K shares-9.48%2025-12-312026-02-17history
VERX VERTEX INC250.0K sharesnew addition2025-12-312026-02-17history
WEAV WEAVE COMMUNICATIONS INC580.5K sharesnew addition2025-12-312026-02-17history
FN FABRINET7.6K shares-9.56%2025-12-312026-02-17history
Sponsored
VIAV VIAVI SOLUTIONS INC190.8K shares90.81%2025-12-312026-02-17history
SFIX STITCH FIX INC457.6K shares-41.45%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available