Vital Farms (VITL)Divisadero Street Capital Management, LP reduced its stake -459K shares

535K

Shares reported · -459K vs prior quarter

0.80%

Disclosed portfolio weight

$17.1M

Reported value

Holdings as of

Dec 31, 2025

Filed

Feb 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

What came next

1. Feb 20, 2026Company filing · Form 8-K · Results, Executive changeChanged a top executive or board member, and reported its results (and 2 more items)“On February 20, 2026, Matthew O’Hayer, the Company’s founder, Executive Chairperson and a member of the Company's Board of Directors (the “Board”) informed the Company and the Board of his resignation as Executive Chairperson, as a member of the Board and as an employee, effective February 24, 2026 (the “Effective Date”).”
2. May 1, 2026Company filing · Form 8-K · Results, RestructuringAnnounced job cuts, closures or a restructuring, and reported its results“On May 1, 2026, management of the Company elected to wind down and discontinue its butter product offerings to focus on its core egg product categories, with such discontinuation expected to be substantially completed by the end of fiscal 2026.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Vital Farms

For Vital Farms, OQRO holds 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its VITL page.

How this filing works

• SEC Form 13F

Other disclosures at Vital Farms

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRApr 21, 2026
• SEC Form 13F-HRFeb 12, 2026
• SEC Form 13F-HRNov 14, 2025

Everything OQRO holds on this company is on its VITL page.