13F

Investor

Aristides Capital LLC

CIK 0001595521 · filed 2026-05-14 · SEC filing

13F book

$461.9M

Positions

155

31 new · 119 sold

Largest name

5.0%

Spdr S&P 500 Etf Tr

Est. mark

−$9.95M

Price effect on 124 names still held. Flow $23.1M.
NameTickerSharesValueWeightEst. markChange
Spdr S&P 500 Etf Tr35.9K$23.3M5.0%−$1.13MCut−$1.54M
Alphabet Inc45.9K$13.2M2.9%−$1.17MCut−$3.43M
Ituran Location And Control264.8K$13M2.8%$1.59MCut$786.5K
Invesco Qqq Tr18.4K$10.6M2.3%−$607.1KAdded$554.8K
Ishares Bitcoin Trust EtfIBIT263.2K$10.1M2.2%−$2.96MCut−$5.81M
Delta Air Lines Inc DelDAL143.4K$9.53M2.1%−$366KAdded$836.4K
Ishares Tr72.4K$9M1.9%$259KAdded$1.47M
Turning Pt Brands Inc103.2K$8.95M1.9%−$1.86MAdded−$369.9K
Bank Utica N Y13.5K$8.09M1.8%$1.13MCut$913.8K
Pan Amern Silver Corp142.1K$7.76M1.7%New
Microsoft CorpMSFT20.3K$7.53M1.6%−$2.02MAdded−$1.07M
California Res Corp92.8K$6.43M1.4%$2.28MCut−$932.3K
Booking Holdings Inc.BKNG37.1K$6.24M1.4%−$3.34MAdded$2.8M
Johnson Outdoors IncJOUT129.8K$6.04M1.3%$458.8KAdded$1.24M
Accenture Plc Ireland30.3K$6.01M1.3%−$1.84MAdded−$1.04M
Carters IncCRI163.9K$5.86M1.3%$244.5KAdded$3.48M
EVERTEC, Inc.EVTC186.2K$5.25M1.1%−$116.8KAdded$1.35M
Eton Pharmaceuticals, Inc.ETON186K$4.59M1.0%$1.25MAdded$1.86M
M-Tron Inds Inc65.7K$4.39M0.9%$736.8KAdded$1.51M
Rocky Brands, Inc.RCKY112.7K$4.37M0.9%$290.4KAdded$3.46M
Investors Title Co Nc19K$4.12M0.9%−$538.8KAdded−$44.8K
Toast, Inc.TOST145K$3.84M0.8%New
Aci Worldwide, Inc.ACIW86.5K$3.55M0.8%−$305.3KAdded$1.4M
Home Depot, Inc.HD10.7K$3.53M0.8%−$141.1KAdded$332.5K
Simpson Mfg Inc20.3K$3.48M0.8%$74.5KAdded$2.3M
Akamai Technologies IncAKAM28.2K$3.24M0.7%$779.5KCut−$451K
Hesai Group162.5K$3.11M0.7%−$416.6KAdded$261K
Iradimed CorpIRMD30.1K$2.9M0.6%−$28.3KAdded$197.8K
Cameco CorpCCJ26.4K$2.87M0.6%$411.2KAdded$667.6K
Mamas Creations Inc185.5K$2.85M0.6%$343.2KCut−$94.9K
Visa Inc.V9.19K$2.78M0.6%−$396.5KAdded−$91.8K
Eqt CorpEQT42.8K$2.73M0.6%$372.5KAdded$737.8K
Ss&C Technologies Hldgs Inc39.8K$2.69M0.6%−$432.3KAdded$788.3K
Aviat Networks, Inc.AVNW114.7K$2.59M0.6%$128.8KAdded$355.2K
Airbnb, Inc.ABNB20.5K$2.59M0.6%−$169.6KAdded$146.6K
Hackett Group, Inc.HCKT197.3K$2.57M0.6%−$1.14MAdded−$817K
Nl Inds IncNL417K$2.43M0.5%$150.1KHeld
Bank Utica/Ny3.52K$2.41M0.5%$546.2KCut$520.8K
Yum Brands IncYUM15.3K$2.38M0.5%$47.4KAdded$673.5K
Select Sector Spdr Tr48.3K$2.22M0.5%$135KAdded$415.5K
Nvr IncNVR335$2.21M0.5%−$144.8KAdded$705.3K
Coherent Corp.COHR9.26K$2.21M0.5%New
Amazon Com IncAMZN9.97K$2.08M0.4%New
BWX Technologies, Inc.BWXT10K$2.05M0.4%$295.3KAdded$437.6K
Lsi Inds Inc Ohio103.2K$1.92M0.4%$14.7KAdded$958.2K
Toro CoTTC20K$1.87M0.4%$196KAdded$818.4K
Blackbaud IncBLKB48.2K$1.86M0.4%−$728.4KAdded−$5.96K
Alliancebernstein Hldg L P48.8K$1.83M0.4%−$44.5KAdded$182.3K
BK Technologies CorpBKTI23.9K$1.79M0.4%$180Added$1.45M
Vistra Corp.VST11.2K$1.69M0.4%New
Federal Agric Mtg Corp14.1K$1.68M0.4%−$219KHeld
Ark 21shares Bitcoin EtfARKB72.9K$1.64M0.4%−$320.2KAdded$219.1K
Natures Sunshine Prods Inc61.2K$1.47M0.3%$98.6KAdded$585.2K
Genpact Limited37.2K$1.39M0.3%−$354.6KCut−$2.09M
Concrete Pumping Hldgs Inc188.5K$1.35M0.3%$42.7KAdded$678.8K
FS Bancorp, Inc.FSBW34.4K$1.33M0.3%−$85.2KAdded−$31.4K
Eagle Matls Inc6.61K$1.25M0.3%−$100.3KAdded$49.9K
Alpha Cognition Inc.ACOG218.5K$1.2M0.3%−$217.6KAdded−$200.9K
Infleqtion Inc120.8K$1.18M0.3%New
Rivian Automotive Inc76.7K$1.15M0.3%New
Kayne Anderson Energy Infrst78K$1.11M0.2%$118.9KAdded$339.2K
National Presto Inds Inc8.03K$1.1M0.2%$91.7KAdded$777.2K
Brown Forman Corp40.6K$1.09M0.2%$16.8KAdded$167.1K
Rayonier IncRYN49.9K$1.03M0.2%New
Lindblad Expeditions Hldgs I59.2K$1.02M0.2%$75.4KAdded$647.1K
Five Below, IncFIVE4.46K$1.02M0.2%New
Fluence Energy, Inc.FLNC1M$1.01M0.2%−$210.9KHeld
Abercrombie & Fitch Co11K$1.01M0.2%New
Sprott Inc.SII7.01K$1M0.2%$282.2KAdded$388K
Pimco Etf Tr10.3K$947.5K0.2%−$8.21KCut−$446.5K
Mastercard IncMA1.81K$903.4K0.2%−$104KAdded$69.9K
Biontech SeBNTX10K$888.8K0.2%−$63.2KCut−$1.64M
Grayscale Ethereum Trust Etf50.8K$867.2K0.2%−$328.4KAdded−$229.1K
Evi Inds Inc41.9K$861.7K0.2%New
Modine Mfg Co3.83K$829.1K0.2%$318.3KCut−$79.1K
Tillys Inc201.9K$817.6K0.2%$330.4KAdded$498.4K
Birchtech Corp.BCHT425K$807.5K0.2%New
Appfolio IncAPPF5K$789.1K0.2%New
Highland Opps & Income Fd138.1K$788.5K0.2%−$36KAdded−$9.78K
Mercadolibre IncMELI456$788.4K0.2%−$130.1KCut−$303.3K
Electromed, Inc.ELMD33.3K$780.3K0.2%−$155.9KAdded−$14.7K
Lithia Mtrs Inc3.09K$770.6K0.2%−$223.6KAdded−$129K
5e Advanced Materials Inc546.3K$764.8K0.2%New
Renew Energy Global Plc157.5K$721.6K0.2%−$147.7KAdded−$58.2K
Liberty Media Corp Del8.6K$671.1K0.1%−$77.3KAdded$59.9K
Black Stone Minerals, L.P.BSM42.3K$640K0.1%$65KAdded$168K
Meta Platforms, Inc.META1.1K$629.3K0.1%New
Energy Svcs Acquisition Corp44.1K$579.3K0.1%New
Cavco Inds Inc Del1.11K$536.6K0.1%−$96KAdded$3.75K
Kopin CorpKOPN219.5K$494K0.1%−$4.86KAdded$367.5K
Paychex IncPAYX5.34K$491.9K0.1%−$93.9KAdded−$33.1K
Suburban Propane Partners L24.3K$477.7K0.1%$24.4KAdded$85.2K
Graco IncGGG5.35K$453K0.1%$12.6KAdded$66.1K
Enviri CorpNVRI22.9K$449K0.1%$34KAdded$90.6K
Where Food Comes From, Inc.WFCF32.6K$433.3K0.1%$59.2KAdded$59.3K
Heico Corp New1.91K$403.2K0.1%−$79KHeld
Daxor CorpDXR41.7K$403.2K0.1%New
Ceragon Networks LtdCRNT163K$352K0.1%$8.47KAdded$55.6K
Rex American Res Corp7.34K$334.6K0.1%$97.3KCut$63.3K
Doubledown Interactive Co Lt39.5K$333.7K0.1%−$6.15KAdded$38.6K
Broadwind, Inc.BWEN144.9K$301.5K0.1%−$96.1KAdded−$61.2K
Bright Horizons Fam Sol In D3.63K$298.5K0.1%New
Adtalem Global Ed IncCVSA2.53K$291.4K0.1%$24.3KAdded$78K
Hafnia LtdHAFN37.9K$287.9K0.1%$76.2KAdded$109.1K
Kamada LtdKMDA34.5K$287.7K0.1%$42.3KAdded$54.6K
Precision Drilling CorpPDS2.81K$276.4K0.1%$74.5KCut$51.2K
CarGurus, Inc.CARG7.92K$269.7K0.1%−$30.5KAdded−$2.42K
Navios Maritime Partners L.P.NMM3.88K$261.6K0.1%$58.3KCut−$21.8K
Richardson Electrs Ltd23.9K$261.5K0.1%$1.47KAdded$33.7K
Dorman Prods Inc2.49K$259.9K0.1%−$41.3KAdded−$10.4K
Grand Canyon Ed Inc1.52K$258.4K0.1%$4.66KAdded$49.9K
Danaos CorpDAC2.28K$256.6K0.1%$42.1KCut$14.6K
NWPX Infrastructure, Inc.NWPX3.24K$252.4K0.1%$49.8KCut$41.9K
Scansource, Inc.SCSC6.9K$250.6K0.1%New
Idt CorpIDT5.05K$247.8K0.1%−$8.41KAdded$43.6K
Match Group Inc New7.96K$244.5K0.1%New
Balchem CorpBCPC1.44K$244.2K0.1%New
Monarch Casino & Resort IncMCRI2.55K$244.2K0.1%−$256Cut−$59.6K
Boyd Gaming CorpBYD2.92K$240.4K0.1%−$7.34KAdded$35.9K
EnersysENS1.34K$233.5K0.1%New
Central Garden & Pet Co7.19K$233.1K0.1%New
Nxg Nextgen Infrastr Incm Fd4.2K$230.9K0.1%New
Autonation, Inc.AN1.17K$229K0.1%New
Frontdoor, Inc.FTDR4.26K$225K0.0%−$17.7KAdded$13.1K
Genasys Inc.GNSS122.7K$223.2K0.0%−$36.6KAdded−$18.6K
Taboola.com Ltd.TBLA71.8K$222.4K0.0%−$108.4KCut−$131.2K
Pc Connection IncCNXN3.76K$220K0.0%New
Open Text CorpOTEX9.87K$219.4K0.0%−$72.7KAdded−$9.63K
Enerpac Tool Group CorpEPAC6.01K$219.3K0.0%−$9.42KAdded$15.7K
Amdocs LtdDOX3.35K$218.5K0.0%−$40.3KAdded$5.94K
Phinia Inc.PHIN3.18K$217.6K0.0%$18.3KCut−$11.7K
Valmont Inds Inc541$216.2K0.0%New
Flotek Inds Inc Del12.5K$212.8K0.0%−$3.26KCut−$328.1K
Cra Intl Inc1.31K$211.4K0.0%−$41.4KAdded−$2.53K
Atmus Filtration Technologie3.72K$211.2K0.0%$18.1KCut−$85.9K
Cognex CorpCGNX4.23K$207.2K0.0%New
Brady CorpBRC2.52K$205.1K0.0%New
Tennant CoTNC3.08K$204.4K0.0%−$19.9KAdded$3.47K
Adt Inc Del31K$203.7K0.0%−$36.3KAdded$8.6K
Taylor Morrison Home Corp3.47K$202.3K0.0%New
Franklin Elec Inc2.19K$201.8K0.0%−$7.21KAdded−$3.15K
Vontier CorpVNT5.67K$201K0.0%−$9.42KAdded−$3.81K
Harmonic Inc.HLIT21.9K$197K0.0%−$18.6KAdded−$5.3K
Verra Mobility CorpVRRM13.1K$187.3K0.0%−$77.3KAdded−$26.1K
Energy Recovery, Inc.ERII14.6K$146.8K0.0%−$46.2KAdded−$35.6K
Cato Corp New45.1K$127.7K0.0%−$10.2KAdded$6.79K
Aware Inc Mass72K$90K0.0%−$42.2KAdded−$40K
Gold Royalty Corp53.8K$88.8K0.0%−$17.8KCut−$136.4K
Outdoor Holding Co35.3K$71K0.0%New
Fathom Holdings Inc.FTHM54.3K$28.8K0.0%−$26KCut−$134.2K
Mobix Labs Inc72.4K$9.05K0.0%$2.53KHeld
Esgl Hldgs Ltd42K$4.16K0.0%−$42Held
Cycurion Inc100K$2.09K0.0%−$1.31KHeld
Multisensor Ai Holdings Inc37.5K$1.47K0.0%$401Held
Shf Holdings Inc25K$7730.0%−$175Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.