Fund Universe

Western Standard LLC

CIK 0001517666 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.035
AUM ($M)
295
Positions
27
Turnover
0.56
Top-10 wt
76%
Herfindahl
0.075
History (qtrs)
6
Excess Return
+63.5%

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Quarter
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Security type

Holdings · 41 positions · portfolio value $295M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
GDOT funds › GREEN DOT CORP TRIM 14.8% -6.1% 43.8 3,240,114 -306,512 5
GLAS funds › GLASS HOUSE BRANDS INC NEW 11.9% +11.9% 35.0 2,728,768 +2,728,768 1 -46.2%
CODI funds › COMPASS DIVERSIFIED TRIM 9.6% -3.4% 28.3 2,651,950 -485,206 3 +159.2%
ABVX funds › ABIVAX SA NEW 9.0% +9.0% 26.7 200,000 +200,000 1 -3.0%
AVTR funds › AVANTOR INC NEW 7.1% +7.1% 20.9 2,109,984 +2,109,984 1 +1015.7%
IOSP funds › INNOSPEC INC ADD 6.5% -2.2% 19.3 236,833 +10,000 4
EA funds › ELECTRONIC ARTS INC NEW 6.1% +6.1% 18.0 87,900 +87,900 1
OSG funds › OCTAVE SPECIALTY GROUP INC HOLD 4.8% -0.7% 14.0 2,247,591 +0 4
AHRT funds › AH RLTY TR INC NEW 3.1% +3.1% 9.2 1,295,429 +1,295,429 1 -3.2%
STGW funds › STAGWELL INC NEW 2.9% +2.9% 8.7 1,167,276 +1,167,276 1 +305.1%
BOBS funds › BOBS DISC FURNITURE INC NEW 2.7% +2.7% 8.0 502,997 +502,997 1 +573.0%
FRPT funds › FRESHPET INC ADD 2.5% +0.3% 7.5 127,300 +54,900 2
CWCO funds › CONSOLIDATED WATER CO INC NEW 2.5% +2.5% 7.4 252,056 +252,056 1 +21.4% re-entry
AVNW funds › AVIAT NETWORKS INC TRIM 2.3% -2.7% 6.7 301,028 -114,724 5
FWRG funds › FIRST WATCH RESTAURANT GROUP NEW 2.2% +2.2% 6.6 513,240 +513,240 1 +57.8%
COO funds › COOPER COS INC NEW 1.8% +1.8% 5.2 72,900 +72,900 1 +128.1%
ANGO funds › ANGIODYNAMICS INC NEW 1.7% +1.7% 5.0 387,188 +387,188 1 +319.3%
EZPW funds › EZCORP INC TRIM 1.7% -1.0% 4.9 140,979 -60,700 5
INBX funds › INHIBRX BIOSCIENCES INC NEW 1.5% +1.5% 4.5 47,000 +47,000 1 -76.9%
FFBC funds › 1ST FINL BANCORP ADD 1.0% -0.2% 3.0 88,357 +3,500 3 +51.4%
ABUS funds › ARBUTUS BIOPHARMA CORP ADD 0.9% -0.4% 2.6 542,787 +21,200 4
GENI funds › GENIUS SPORTS LIMITED NEW 0.8% +0.8% 2.4 400,000 +400,000 1 +612.1%
MELI funds › MERCADOLIBRE INC NEW 0.8% +0.8% 2.4 1,400 +1,400 1 +63.0%
CHWY funds › CHEWY INC NEW 0.7% +0.7% 2.2 111,229 +111,229 1 -8.2%
OLLI funds › OLLIES BARGAIN OUTLET HLDGS NEW 0.7% +0.7% 2.2 28,000 +28,000 1 -46.9%
RRGB funds › RED ROBIN GOURMET BURGERS IN NEW 0.2% +0.2% 0.7 88,418 +88,418 1 +6085.5%
HLLY funds › HOLLEY INC NEW 0.1% +0.1% 0.2 92,896 +92,896 1 +64.1%
HAIN funds › HAIN CELESTIAL GROUP INC EXIT 0.0% -0.6% 0.0 0 -1,617,037 0
UUP funds › INVESCO DB US DLR INDEX TR EXIT 0.0% -2.7% 0.0 0 -185,453 0
HNRG funds › HALLADOR ENERGY COMPANY EXIT 0.0% -2.0% 0.0 0 -228,662 0
FIVE funds › FIVE BELOW INC EXIT 0.0% -2.8% 0.0 0 -23,252 0
TFX funds › TELEFLEX INCORPORATED EXIT 0.0% -11.6% 0.0 0 -184,817 0
WEAV funds › WEAVE COMMUNICATIONS INC EXIT 0.0% -1.2% 0.0 0 -514,093 0
YETI funds › YETI HLDGS INC EXIT 0.0% -3.1% 0.0 0 -162,000 0
DAVE funds › DAVE INC EXIT 0.0% -2.8% 0.0 0 -30,156 0
AIV funds › APARTMENT INVT & MGMT CO EXIT 0.0% -3.5% 0.0 0 -1,626,624 0 -23.9% re-entry
ATEC funds › ALPHATEC HLDGS INC EXIT 0.0% -0.1% 0.0 0 -22,493 0
ANGI funds › ANGI INC EXIT 0.0% -4.4% 0.0 0 -1,213,557 0 -101.0%
CWH funds › CAMPING WORLD HLDGS INC EXIT 0.0% -1.1% 0.0 0 -307,500 0
NSP funds › INSPERITY INC EXIT 0.0% -1.6% 0.0 0 -109,933 0 -18.7%
WULF funds › TERAWULF INC EXIT 0.0% -2.1% 0.0 0 -274,876 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 295 27 0.56 76% 0.075 0.036 in
2026Q1 190 23 0.51 78% 0.096 0.054 in
2025Q4 217 25 0.50 78% 0.079 0.046 in
2025Q3 187 22 0.50 75% 0.082 0.038 in
2025Q2 180 20 0.45 75% 0.076 0.069 entered
2025Q1 170 29 0.00 66% 0.060 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status