Steven Baughman
@Divisar Capital Management Llc
Latest period2024 - Q3ReportedManaged Assets$542.089MTotal holdings31
Assets growth rate2.72%Assets growth rate (2-Q avg)2.06%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Divisar Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 31 positions.
Assets under management
The assets under management (AUM) of Divisar Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 542.089M in assets, with a quarterly growth rate of 2.72% and a 2-quarter average growth rate of 2.06%. The portfolio is managed by Steven Baughman, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
UCTTUltra Clean Hldgs Inc
| 9.06% | $49.073M 1.229M shares@ $39.94 avg price | Increased 26.55% |
LITELumentum Hldgs Inc
| 8.66% | $46.939M 740,589 shares@ $63.39 avg price | Decreased -22.98% |
VMEOVimeo Inc
| 8.01% | $43.391M 8.592M shares@ $5.05 avg price | Increased 2.43% |
KLICKulicke & Soffa Inds Inc
| 7.55% | $40.887M 905,981 shares@ $45.14 avg price | Increased 11.54% |
ADTNAdtran Holdings Inc
| 6.66% | $36.074M 6.083M shares@ $5.93 avg price | Increased 5.98% |
FAROFaro Technologies Inc
| 6.3% | $34.141M 1.784M shares@ $19.15 avg price | Decreased -2.99% |
RXORxo Inc
| 6.2% | $33.576M 1.199M shares@ $28.0 avg price | Increased 22.17% |
BCBrunswick Corp
| 4.1% | $22.203M 264,893 shares@ $83.82 avg price | |
PDFSPdf Solutions Inc
| 3.95% | $21.402M 675,583 shares@ $31.68 avg price | Increased 13.44% |
OECOrion S.a.
| 3.76% | $20.363M 1.143M shares@ $17.81 avg price | Increased 42.02% |