Investor
Divisar Capital Management LLC
CIK 0001645721 · filed 2026-05-15 · SEC filing
13F book
$392.4M
Positions
26
2 new · 2 sold
Largest name
10.1%
Onto Innovation Inc. · ONTO
Est. mark
$51.2M
Price effect on 24 names still held. Flow −$14.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Onto Innovation Inc. | ONTO | 193.3K | $39.6M | 10.1% | $9.12M | Cut$6.1M |
| Ultra Clean Hldgs Inc | — | 420K | $26.1M | 6.7% | $15.5M | Cut$2.07M |
| Polaris Inc. | PII | 477.9K | $26M | 6.6% | −$3.54M | Added$456.3K |
| Brunswick Corp | — | 349.8K | $25.4M | 6.5% | −$457K | Added$2.53M |
| Lumentum Hldgs Inc | — | 35.2K | $24.8M | 6.3% | $11.8M | Cut−$7.32M |
| Orion S.A. | OEC | 3.57M | $23.2M | 5.9% | $3.35M | Added$8.71M |
| ADTRAN Holdings, Inc. | ADTN | 1.77M | $22.3M | 5.7% | $6.88M | Cut−$3.69M |
| Kulicke & Soffa Inds Inc | — | 316.9K | $20.8M | 5.3% | $6.39M | Cut−$1.09M |
| Pdf Solutions Inc | PDFS | 623.4K | $20.4M | 5.2% | $2.61M | Cut−$1.29M |
| Mks Inc | MKSI | 85.5K | $19.6M | 5.0% | $5.43M | Added$7.26M |
| Calix, Inc | CALX | 340.2K | $16.7M | 4.2% | −$1.18M | Added$787.5K |
| RXO, Inc. | RXO | 1.05M | $15.4M | 3.9% | $1.1M | Added$8.37M |
| Box Inc | — | 638K | $15.1M | 3.8% | −$1.18M | Added$9.46M |
| Vertex, Inc. | VERX | 1.2M | $14.2M | 3.6% | −$2.02M | Added$9.22M |
| Mastercraft Boat Hldgs Inc | — | 692.3K | $14.2M | 3.6% | $1.11M | Cut$453.4K |
| Ttm Technologies Inc | TTMI | 126.6K | $12.3M | 3.1% | $3.6M | Cut$2.86M |
| Commerce.com, Inc. | CMRC | 3.93M | $10.5M | 2.7% | −$5.48M | Added−$5.08M |
| Weave Communications, Inc. | WEAV | 1.84M | $8.5M | 2.2% | −$1.72M | Added$4.1M |
| Zumiez Inc | ZUMZ | 289.1K | $6.41M | 1.6% | −$1.01M | Added−$343.1K |
| Dine Brands Global, Inc. | DIN | 242.3K | $6.36M | 1.6% | — | New |
| Abercrombie & Fitch Co | — | 64.3K | $5.88M | 1.5% | −$1.93M | Added−$1.15M |
| Nlight, Inc. | LASR | 88.3K | $5.04M | 1.3% | $1.72M | Cut−$5.78M |
| Gentherm Inc | THRM | 159K | $4.42M | 1.1% | −$1.37M | Held |
| Viavi Solutions Inc. | VIAV | 131.4K | $4.37M | 1.1% | $2.03M | Cut$971.3K |
| Fabrinet | FN | 7.57K | $3.95M | 1.0% | $501.4K | Held |
| Oxford Inds Inc | — | 21.1K | $812.4K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.