Aristides Capital LLC

Holdings as of 2026-06-30, filed 2026-08-13

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 44 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
162
Value reported by manager
$514.2M
Sum of our stored positions
$514.2M
should match the line above
Disclosure lag
44 d
quarter end to filing
Top 5 concentration
26.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
15
puts and calls

Positions

162 largest shown
IssuerClassValueSharesTypeCUSIP
INVESCO QQQ TRUNIT SER 1$37.4M50,74346090E103
D-WAVE QUANTUM INCPut$28.1M1,173,200Put26740W959
STATE STR SPDR S&P 500 ETF TTR UNIT$26.4M35,37978462F103
TESLA INCPut$25.2M60,000Put88160R951
AXT INCCall$16.4M227,700Call00246W903
ALPHABET INCCAP STK CL A$15.8M44,11802079K305
DELTA AIR LINES INCCOM NEW$14.5M154,988247361702
RIGETTI COMPUTING INCPut$13.1M676,400Put76655K953
WISE GROUP PLCORD SHS CLASS A$10.9M917,960G9723Y105
TURNING PT BRANDS INCCOM$9.7M114,76390041L105
ITURAN LOCATION AND CONTROLSHS$9.4M154,280M6158M104
ISHARES BITCOIN TRUST ETFCall$9.2M275,000Call46438F901
BANK UTICA N YCOM$8.6M13,464065437204
MICROSOFT CORPCOM$8.2M21,977594918104
ROCKY BRANDS INCCOM$7.7M185,944774515100
BOOKING HOLDINGS INCCOM$7.1M40,00509857L108
PAN AMERN SILVER CORPCOM$6.9M153,406697900108
APPLOVIN CORPPut$6.6M12,900Put03831W958
AXT INCCOM$6.5M90,10700246W103
CARTERS INCCOM$6.3M152,328146229109
COHERENT CORPCOM$6.1M15,37419247G107
MARVELL TECHNOLOGY INCCall$6M20,000Call573874904
ISHARES TRISHARES BIOTECH$5.8M30,406464287556
INVESTORS TITLE CO NCCOM$5.6M20,483461804106
TOAST INCCL A$5.6M201,480888787108
EVERTEC INCCOM$5.6M201,17030040P103
IONQ INCPut$5.3M100,000Put46222L958
ETON PHARMACEUTICALS INCCOM$5.3M145,41029772L108
JOHNSON OUTDOORS INCCL A$5.2M113,770479167108
CALIFORNIA RES CORPCOM STOCK$4.9M92,05513057Q305
ISHARES BITCOIN TRUST ETFSHS BEN INT$4.8M142,82246438F101
ACI WORLDWIDE INCCOM$4.7M93,494004498101
SIMPSON MFG INCCOM$4.6M21,945829073105
SOLARIS ENERGY INFRAS INCPut$4.2M52,000Put83418M953
M-TRON INDS INCCOM$4.1M41,20955380K109
HOME DEPOT INCCOM$4.1M11,580437076102
ACCENTURE PLC IRELANDSHS CLASS A$4.1M32,728G1151C101
ROBINHOOD MKTS INCPut$3.8M37,400Put770700952
ISHARES TRRUSSELL 2000 ETF$3.7M12,306464287655
VISA INCCOM CL A$3.4M9,92892826C839
HESAI GROUPSPONSORED ADS$3.2M175,326428050108
IRADIMED CORPCOM$3.1M32,46346266A109
BLOCK INCCL A$3.1M40,250852234103
LSI INDS INC OHIOCOM$3M111,57450216C108
BRINKS COCOM$2.9M30,719109696104
EAGLE MATLS INCCOM$2.9M12,80426969P108
CAMECO CORPCOM$2.9M28,22913321L108
SS&C TECH HLDGSCOM$2.7M43,04978467J100
YUM BRANDS INCCOM$2.6M16,557988498101
LINDBLAD EXPEDITIONS HLDGS ICOM$2.6M92,345535219109
BURLINGTON STORES INCCOM$2.6M8,104122017106
AMAZON COM INCCOM$2.6M10,768023135106
AKAMAI TECHNOLOGIES INCCOM$2.6M21,61700971T101
VEEVA SYS INCCL A COM$2.5M14,050922475108
EQT CORPCOM$2.5M46,29126884L109
BANK UTICA/NYCOM$2.5M3,510065437105
NVR INCCOM$2.4M35562944T105
SELECT SECTOR SPDR TRST STR UTIL ETF$2.4M52,20881369Y886
CONCRETE PUMPING HLDGS INCCOM$2.3M193,704206704108
HACKETT GROUP INCCOM$2.3M213,195404609109
KAROOOOO LTDORD SHS$2.3M46,504Y4600W108
BIT DIGITAL INCSHS$2.3M1,250,000G1144A105
BK TECHNOLOGIES CORPORATIONCOM NEW$2.2M25,82205587G203
AIRBNB INCCOM CL A$2.2M15,091009066101
APPFOLIO INCCOM CL A$2.1M13,36003783C100
ZOOM COMMUNICATIONS INCCL A$2.1M24,31098980L101
FEDERAL AGRIC MTG CORPCL A$2.1M14,131313148108
BWX TECHNOLOGIES INCCOM$2.1M10,64605605H100
ABERCROMBIE & FITCH COCL A$2.1M22,940002896207
EVI INDS INCCOM$2M133,50326929N102
VISTRA CORPCOM$1.9M12,15392840M102
NLI HOLDINGS INCCOM NEW$1.9M312,962629156407
ALLIANCEBERNSTEIN HLDG L PUNIT LTD PARTN$1.9M52,74601881G106
FOX CORPCL B COM$1.9M39,50035137L204
ALPHA COGNITION INCCOM NEW$1.6M218,51002074J501
MAMAS CREATIONS INCCOM$1.6M87,75356146T103
LANDS END INC NEWCOM$1.6M149,17151509F105
FS BANCORP INCCOM$1.5M35,26430263Y104
ELECTROMED INCCOM$1.5M36,022285409108
RIVIAN AUTOMOTIVE INCCOM CL A$1.4M82,86076954A103
BLACKBAUD INCCOM$1.4M48,08509227Q100
OUTDOOR HOLDING COCOM$1.4M621,13200175J107
VINCE HLDG CORPCOM NEW$1.4M195,33692719W207
EL POLLO LOCO HLDGS INCCOM$1.4M79,833268603107
OKLO INCPut$1.3M25,600Put02156V959
NATURES SUNSHINE PRODS INCCOM$1.3M60,246639027101
AST SPACEMOBILE INCCall$1.3M14,700Call00217D900
FLUENCE ENERGY INCNOTE 2.250% 6/1$1.3M1,000,00034379VAB9
ALAMO GROUP INCCOM$1.2M7,456011311107
SPACE EXPLORATION TECHN CORPCall$1.2M7,000Call84615Q903
INFLEQTION INCCOM SHS$1.2M88,33745676K103
KAYNE ANDERSON ENERGY INFRSTCOM$1.2M84,294486606106
GLOBALFOUNDRIES INCORDINARY SHARES$1.2M14,007G39387108
RAYONIER INCCOM$1.1M53,902754907103
BROWN FORMAN CORPCL A$1.1M40,610115637100
GENPACT LIMITEDSHS$1.1M40,212G3922B107
MODINE MFG COCOM$1.1M4,136607828100
NATIONAL PRESTO INDS INCCOM$1M8,371637215104
HIGHLAND OPPS & INCOME FDHIGHLAND INCOME$1M143,70643010E404
PIMCO ETF TRACTIVE BD ETF$1M11,07872201R775
MASTERCARD INCORPORATEDCL A$1M1,95857636Q104
BIONTECH SESPONSORED ADS$1M10,79009075V102
ALPEX ACQUISITION CORPUNIT 06/05/2031$1M100,000G63325123
CAVCO INDS INC DELCOM$946.8K1,541149568107
AXT INCPut$937K13,000Put00246W953
STMICROELECTRONICS N VNY REGISTRY$890.6K11,892861012102
ENERGY SERVICES OF AMER CORPCOM$890.5K46,04329271Q103
TORO COCOM$887.2K9,107891092108
BIRCHTECH CORPCOM SHS$871.3K425,00059833H200
SPROTT INCCOM NEW$852.1K7,584852066208
MERCADOLIBRE INCCOM$841.9K49658733R102
LIBERTY MEDIA CORP DELCOM LBTY ONE S A$760.1K8,683531229771
5E ADVANCED MATERIALS INCCOM NEW$759.3K546,27833830Q208
BROADWIND INCCOM NEW$755.9K156,50011161T207
QUANTUM LEAP ACQUISITION CORCL A ORD SHS$744.8K75,000G73167101
ISHARES TRMSCI USA MMENTM$707.6K2,06446432F396
GRAYSCALE ETHEREUM STAKING ESHS$700.5K54,900389638107
RENEW ENERGY GLOBAL PLCCL A SHS$658.7K105,398G7500M104
TILLYS INCCL A$654.7K155,878886885102
HARMONIC INCCOM$653.2K40,000413160102
BLACK STONE MINERALS L PCOM UNIT$639K45,74009225M101
PAYCHEX INCCOM$567.4K5,770704326107
OCEAN CAP ACQUISITION CORPUNIT 99/99/9999$511.5K50,000G66903132
HEICO CORP NEWCL A$492.6K1,910422806208
RICHARDSON ELECTRS LTDCOM$490.7K25,815763165107
DOUBLEDOWN INTERACTIVE CO LTADS$489.9K42,67125862B109
KOPIN CORPCOM$471.9K105,338500600101
PURECYCLE TECHNOLOGIES INCPut$463.9K57,200Put74623V953
CERAGON NETWORKS LTDORD$456.1K176,103M22013102
SUBURBAN PROPANE PARTNERS LUNIT LTD PARTN$448.4K26,222864482104
GRACO INCCOM$437.1K5,781384109104
FIVE BELOW INCCOM$433.3K2,41033829M101
DAXOR CORPCOM$429.2K41,689239467103
WHERE FOOD COMES FROM INCCOM NEW$424.8K32,65596327X200
MONOLITHIC PWR SYS INCCOM$384.3K278609839105
DORMAN PRODS INCCOM$367.1K2,690258278100
SILICOM LTDORD$334.4K6,976M84116108
NXG NEXTGEN INFRASTR INCM FDCOM$294K4,544231647207
KAMADA LTDSHS$264.5K36,031M6240T109
CORECIVIC INCCOM$244.3K8,04221871N101
EXTREME NETWORKS INCCOM$225.7K6,97230226D106
HOVNANIAN ENTERPRISES INCCL A NEW$218.9K1,537442487401
GENASYS INCCOM$216.7K127,45436872P103
MERITAGE HOMES CORPCOM$215K2,56459001A102
LAKELAND INDS INCCOM$213.8K20,000511795106
SENECA FOODS CORP NEWCL A$200.6K1,153817070501
M/I HOMES INCCOM$200.5K1,24755305B101
VIEMED HEALTHCARE INCCOM$193.9K17,01392663R105
ACCEL ENTERTAINMENT INCCOM CL A1$175.9K13,95000436Q106
ENERGY RECOVERY INCCOM$169.9K18,83129270J100
NEWMARK GROUP INCCL A$152K10,05865158N102
CATO CORP NEWCL A$150.1K46,319149205106
ECOVYST INCCOM$134.5K10,80227923Q109
AWARE INC MASSCOM$97.2K71,96405453N100
GOLD ROYALTY CORP*W EXP 05/31/202$53.3K53,80738071H122
FATHOM HOLDINGS INCCOM$43.4K42,96631189V109
QUANTUM LEAP ACQUISITION COR*W EXP 03/11/202$9.8K75,000G73167127
MOBIX LABS INC*W EXP 12/21/202$6.4K72,37760743G118
OIO GROUP*W EXP 08/02/202$2.4K42,000G3R95P116
CYCURION INC*W EXP 02/13/203$1.7K100,00095758L115
MULTISENSOR AI HOLDINGS INC*W EXP 12/19/202$1.1K37,500456948116
SHF HOLDINGS INC*W EXP 09/28/202$67325,000824430110
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-13