Divisar Capital Management as of June 30, 2022
Portfolio Holdings for Divisar Capital Management
Divisar Capital Management holds 31 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ultra Clean Holdings (UCTT) | 10.7 | $33M | 1.1M | 29.77 | |
| Mastercraft Boat Holdings (MCFT) | 8.6 | $27M | 1.3M | 21.05 | |
| Kulicke and Soffa Industries (KLIC) | 6.3 | $20M | 458k | 42.81 | |
| Abercrombie & Fitch Cl A (ANF) | 6.1 | $19M | 1.1M | 16.92 | |
| Lumentum Hldgs (LITE) | 6.0 | $19M | 234k | 79.42 | |
| Brunswick Corporation (BC) | 5.7 | $18M | 268k | 65.38 | |
| Absolute Software Corporation | 4.1 | $13M | 1.4M | 8.65 | |
| Green Dot Corp Cl A (GDOT) | 3.9 | $12M | 477k | 25.11 | |
| Box Cl A (BOX) | 3.3 | $10M | 410k | 25.14 | |
| Sequans Communications S A Sponsored Ads (SQNS) | 3.3 | $10M | 3.7M | 2.69 | |
| Tillys Cl A (TLYS) | 3.1 | $9.7M | 1.4M | 7.02 | |
| Civitas Resources Com New (CIVI) | 3.0 | $9.4M | 180k | 52.29 | |
| Fabrinet SHS (FN) | 3.0 | $9.4M | 116k | 81.10 | |
| Arlo Technologies (ARLO) | 3.0 | $9.3M | 1.5M | 6.27 | |
| Vishay Intertechnology (VSH) | 3.0 | $9.3M | 520k | 17.82 | |
| Vishay Precision (VPG) | 2.9 | $9.0M | 311k | 29.13 | |
| Onto Innovation (ONTO) | 2.7 | $8.3M | 119k | 69.74 | |
| Infinera (INFN) | 2.7 | $8.2M | 1.5M | 5.36 | |
| Cooper Standard Holdings (CPS) | 2.6 | $8.0M | 1.6M | 4.99 | |
| Amkor Technology (AMKR) | 2.4 | $7.3M | 433k | 16.95 | |
| Orion Engineered Carbons (OEC) | 2.4 | $7.3M | 467k | 15.53 | |
| Comfort Systems USA (FIX) | 2.3 | $7.0M | 85k | 83.15 | |
| PDF Solutions (PDFS) | 2.2 | $6.7M | 314k | 21.51 | |
| Harsco Corporation (NVRI) | 1.4 | $4.5M | 626k | 7.11 | |
| Photronics (PLAB) | 1.1 | $3.5M | 181k | 19.48 | |
| Funko Com Cl A (FNKO) | 1.1 | $3.3M | 147k | 22.32 | |
| Ii-vi | 0.9 | $2.8M | 55k | 50.94 | |
| Zumiez (ZUMZ) | 0.8 | $2.4M | 94k | 26.00 | |
| Tufin Software Technologie SHS | 0.7 | $2.0M | 160k | 12.56 | |
| Unisys Corp Com New (UIS) | 0.4 | $1.3M | 110k | 12.03 | |
| Sportsmans Whse Hldgs (SPWH) | 0.4 | $1.2M | 125k | 9.59 |
