Divisadero Street Capital Management, LP

Comprehensive Analysis of Divisadero Street Capital Management 13F Filing

1. Portfolio Overview

Divisadero Street Capital Management reported a significant portfolio restructuring for the quarter ended September 30, 2025. The firm’s total assets under management (AUM) grew by 7.1%, reaching approximately $1.68 billion, up from $1.57 billion in the previous quarter. Despite the increase in value, the portfolio underwent a substantial turnover in composition. The manager executed 48 distinc...