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Portfolio (Quarterly) Guide ↗

Aristides Capital LLC

· CIK 0001595521
13F Portfolio $462M AUM 171 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 89 Added 32 Reduced 138 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 REX REX AMERICAN RES CORP Basic Materials 7,342.0 $335K 0.07% -1K -12.5% $45.57 +6.3%
22 PDS PRECISION DRILLING CORP Energy 2,809.0 $276K 0.06% -324.0 -10.3% $98.40 -5.1%
23 NMM NAVIOS MARITIME PARTNERS LP Industrials 3,877.0 $262K 0.06% -2K -28.3% $67.48 +8.7%
24 DAC DANAOS CORPORATION Industrials 2,278.0 $257K 0.06% -292.0 -11.4% $112.64 +15.0%
25 NWPX NWPX INFRASTRUCTURE INC Industrials 3,242.0 $252K 0.06% -127.0 -3.8% $77.86 +50.5%
26 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 2,554.0 $244K 0.05% -620.0 -19.5% $95.60 +22.9%
27 TBLA TABOOLA.COM LTD Communication Services 71,757.0 $222K 0.05% -5K -6.5% $3.10 +54.9%
28 PHIN PHINIA INC Consumer Cyclical 3,180.0 $218K 0.05% -479.0 -13.1% $68.44 +11.3%
29 FLOTEK INDUSTRIES INC 12,539.0 $213K 0.05% -19K -60.0% $16.97
30 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 3,721.0 $211K 0.05% -2K -35.0% $56.77 -13.5%
31 GOLD ROYALTY CORP 53,807.0 $89K 0.02% -60K -52.7% $1.65
32 FATHOM HOLDINGS INC 54,261.0 $29K 0.01% -107K -66.4% $0.53
Page 2 of 2  ·  32 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
Technology 25.5%
Financial Services 22.5%
Consumer Cyclical 18.4%
Industrials 10.7%
Communication Services 5.5%
Consumer Defensive 5.2%
Energy 4.9%
Basic Materials 3.9%
Healthcare 2.0%
Utilities 1.1%