Steven Baughman
Divisar Capital Management Llc
Assets Managed
$392.406M
Holdings
26
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
10.25%(2Q avg: 3.54%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Divisar Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 392.406M in assets, with a quarterly growth rate of 10.25% and a 2-quarter average growth rate of 3.54%. The portfolio is managed by Steven Baughman, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
ONTO Onto Innovation Inc
| 10.1% | $39.63M 193,253 shares@ $205.08 avg price | Decreased -9.01% |
UCTT Ultra Clean Holdings Inc
| 6.66% | $26.119M 420,049 shares@ $62.19 avg price | Decreased -55.75% |
PII Polaris Inc
| 6.64% | $26.044M 477,877 shares@ $54.51 avg price | Increased 18.13% |
BC Brunswick Corp
| 6.49% | $25.449M 349,770 shares@ $72.76 avg price | Increased 13.28% |
LITE Lumentum Holdings Inc
| 6.31% | $24.753M 35,223 shares@ $702.76 avg price | Decreased -59.52% |
OEC Orion Sa
| 5.91% | $23.187M 3.567M shares@ $6.51 avg price | Increased 30.09% |
ADTN Adtran Holdings Inc
| 5.68% | $22.26M 1.769M shares@ $12.59 avg price | Decreased -40.74% |
KLIC Kulicke & Soffa Industries
| 5.31% | $20.826M 316,887 shares@ $65.73 avg price | Decreased -34.12% |
PDFS Pdf Solutions Inc
| 5.2% | $20.39M 623,364 shares@ $32.71 avg price | Decreased -17.95% |
MKSI Mks Instruments Inc
| 5.01% | $19.649M 85,501 shares@ $229.82 avg price | Increased 10.33% |
1-10 of 26