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Portfolio (Quarterly) Guide ↗

Aristides Capital LLC

· CIK 0001595521
13F Portfolio $565M AUM Filed Feb 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 9 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BBWI BATH & BODY WORKS INC Consumer Cyclical 10,378.0 $208K 0.04% NEW $20.08 -11.7%
162 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,085.0 $207K 0.04% NEW $191.10 -16.4%
163 SIX FLAGS ENTERTAINMENT CORP 13,500.0 $207K 0.04% NEW $15.34
164 CXW CORECIVIC INC Real Estate 10,811.0 $207K 0.04% NEW $19.11 +10.9%
165 FELE FRANKLIN ELEC INC Industrials 2,145.0 $205K 0.04% NEW $95.53 +5.4%
166 VNT VONTIER CORPORATION Technology 5,508.0 $205K 0.04% NEW $37.18 -20.6%
167 EMPD EMPERY DIGITAL INC Consumer Cyclical 44,800.0 $205K 0.04% NEW $4.57 +4.3%
168 BYD BOYD GAMING CORP Consumer Cyclical 2,399.0 $204K 0.04% NEW $85.24 -5.3%
169 THR THERMON GROUP HLDGS INC Industrials 5,501.0 $204K 0.04% NEW $37.16 +91.7%
170 IDT IDT CORP Communication Services 3,988.0 $204K 0.04% NEW $51.21 +1.8%
171 EPAC ENERPAC TOOL GROUP CORP Industrials 5,324.0 $204K 0.04% NEW $38.24 -9.1%
172 GFF GRIFFON CORP Industrials 2,764.0 $204K 0.04% NEW $73.65 +17.3%
173 SITE CTRS CORP 31,700.0 $204K 0.04% NEW $6.42
174 BBSI BARRETT BUSINESS SVCS INC Industrials 5,618.0 $203K 0.04% NEW $36.21 -14.5%
175 FCN FTI CONSULTING INC Industrials 1,189.0 $203K 0.04% NEW $170.83 -10.6%
176 LFMD LIFEMD INC Healthcare 59,500.0 $203K 0.04% NEW $3.41 +24.3%
177 HLIT HARMONIC INC Technology 20,460.0 $202K 0.04% NEW $9.89 +70.9%
178 OEC ORION S.A. Basic Materials 38,200.0 $202K 0.04% NEW $5.28 +36.9%
179 TNC TENNANT CO Industrials 2,727.0 $201K 0.04% NEW $73.70 +16.9%
180 YELP YELP INC Communication Services 6,605.0 $201K 0.04% NEW $30.39 -26.3%
Page 9 of 14  ·  272 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.1%
Technology 25.0%
Consumer Cyclical 12.2%
Industrials 9.0%
Communication Services 7.6%
Consumer Defensive 5.8%
Energy 5.2%
Healthcare 4.5%
Basic Materials 1.0%
Utilities 0.5%