Divisar Capital Management LLC 13F Holdings · Q2 2026
Divisar Capital Management LLC reported 28 securities worth $433.98M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ONTO (9.96%), PII (8.34%), MKSI (6.41%). Among its top 25 positions this quarter: 1 new, 7 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ONTO | ONTO INNOVATION INC | $43.2M | 9.96% | 114,253 | Trimmed |
| 2 | PII | POLARIS INC | $36.2M | 8.34% | 529,090 | Added |
| 3 | MKSI | MKS INC. | $27.8M | 6.41% | 62,501 | Trimmed |
| 4 | BC | BRUNSWICK CORP | $24.2M | 5.57% | 287,137 | Trimmed |
| 5 | KLIC | KULICKE & SOFFA INDS INC | $24.2M | 5.57% | 180,828 | Trimmed |
| 6 | OEC | ORION S.A. | $22.4M | 5.17% | 3.4M | Trimmed |
| 7 | LITE | LUMENTUM HLDGS INC | $22.4M | 5.16% | 26,123 | Trimmed |
| 8 | UCTT | ULTRA CLEAN HLDGS INC | $22.2M | 5.11% | 155,653 | Trimmed |
| 9 | PDFS | PDF SOLUTIONS INC | $21.8M | 5.02% | 307,879 | Trimmed |
| 10 | BOX | BOX INC | $19.9M | 4.57% | 748,049 | Added |
| 11 | VERX | VERTEX INC | $18.8M | 4.34% | 1.6M | Added |
| 12 | RXO | RXO INC | $18.3M | 4.21% | 662,525 | Trimmed |
| 13 | MCFT | MASTERCRAFT BOAT HLDGS INC | $17.4M | 4.00% | 672,276 | Trimmed |
| 14 | TTMI | TTM TECHNOLOGIES INC | $17.3M | 3.99% | 92,639 | Trimmed |
| 15 | CALX | CALIX INC | $14.7M | 3.40% | 395,163 | Added |
| 16 | WEAV | WEAVE COMMUNICATIONS INC | $12.1M | 2.79% | 2.0M | Added |
| 17 | ADTN | ADTRAN HOLDINGS INC | $11.8M | 2.73% | 851,526 | Trimmed |
| 18 | CMRC | COMMERCE COM INC | $9.3M | 2.14% | 3.1M | Trimmed |
| 19 | THRM | GENTHERM INC | $7.8M | 1.80% | 228,972 | Added |
| 20 | DIN | DINE BRANDS GLOBAL INC | $5.9M | 1.37% | 165,637 | Trimmed |
| 21 | CALY | CALLAWAY GOLF CO | $5.6M | 1.29% | 298,282 | New |
| 22 | OXM | OXFORD INDS INC | $5.4M | 1.24% | 154,388 | Added |
| 23 | ZUMZ | ZUMIEZ INC | $5.1M | 1.19% | 289,102 | Hold |
| 24 | LASR | NLIGHT INC | $5.0M | 1.15% | 71,446 | Trimmed |
| 25 | VIAV | VIAVI SOLUTIONS INC | $4.6M | 1.06% | 96,353 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR