Western Standard LLC
Los Angeles CA · SEC CIK 0001517666
$1.90亿2026Q1 申报市值
23持仓数
78.4%前十大占比 · 第一大 20.9%
7 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TFX 新建仓+$2,210.60万
GDOT 加仓+$1,760.56万
CODI 加仓+$1,550.11万
ANGI 加仓+$736.18万
DAVE 新建仓+$524.99万
2026Q1 卖出最多 按季末市值估算
SELECT MED HLDGS 清仓-$3,065.07万
ATEC 减仓-$1,341.38万
BLTE 清仓-$960.18万
EZPW 减仓-$503.34万
DRVN 清仓-$449.66万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GDOT | GREEN DOT CORP | $3,979.31万 | 20.93% | 3,546,626 | 1,569,126 | 79.3% | $1,760.56万 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $2,465.80万 | 12.97% | 3,137,156 | 1,972,156 | 169.3% | $1,550.11万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $2,210.60万 | 11.63% | 184,817 | 184,817 | — | $2,210.60万 | 新建仓 |
| IOSP | INNOSPEC INC | $1,656.33万 | 8.71% | 226,833 | -41,534 | -15.5% | -$303.28万 | 减仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $1,045.13万 | 5.50% | 2,247,591 | -257,036 | -10.3% | -$119.52万 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $940.02万 | 4.94% | 415,752 | -78,486 | -15.9% | -$177.46万 | 减仓 |
| ANGI | ANGI INC | $831.29万 | 4.37% | 1,213,557 | 1,074,715 | 774.1% | $736.18万 | 加仓 |
| AIV | APARTMENT INVT & MGMT CO | $662.04万 | 3.48% | 1,626,624 | -53,300 | -3.2% | -$21.69万 | 减仓 |
| YETI | YETI HLDGS INC | $592.76万 | 3.12% | 162,000 | 43,545 | 36.8% | $159.33万 | 重新持有 |
| FIVE | FIVE BELOW INC | $531.26万 | 2.79% | 23,252 | -17,348 | -42.7% | -$396.37万 | 减仓 |
| DAVE | DAVE INC | $524.99万 | 2.76% | 30,156 | 30,156 | — | $524.99万 | 新建仓 |
| UUP | INVESCO DB US DLR INDEX TR | $515.19万 | 2.71% | 185,453 | 0 | 0.0% | — | 不变 |
| EZPW | EZCORP INC | $511.86万 | 2.69% | 201,679 | -198,321 | -49.6% | -$503.34万 | 减仓 |
| FRPT | FRESHPET INC | $426.87万 | 2.24% | 72,400 | 8,400 | 13.1% | $49.53万 | 重新持有 |
| WULF | TERAWULF INC | $396.65万 | 2.09% | 274,876 | 274,876 | — | $396.65万 | 新建仓 |
| HNRG | HALLADOR ENERGY COMPANY | $372.26万 | 1.96% | 228,662 | 228,662 | — | $372.26万 | 新建仓 |
| NSP | INSPERITY INC | $297.26万 | 1.56% | 109,933 | -105,667 | -49.0% | -$285.72万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $237.51万 | 1.25% | 514,093 | 514,093 | — | $237.51万 | 新建仓 |
| FFBC | 1ST FINL BANCORP | $236.58万 | 1.24% | 84,857 | 9,857 | 13.1% | $27.48万 | 加仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $234.71万 | 1.23% | 521,587 | 13,734 | 2.7% | $6.18万 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $210.02万 | 1.10% | 307,500 | 307,500 | — | $210.02万 | 新建仓 |
| — | HAIN CELESTIAL GROUP INC | $112.84万 | 0.59% | 1,617,037 | 1,617,037 | — | $112.84万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $24.47万 | 0.13% | 22,493 | -1,232,881 | -98.2% | -$1,341.38万 | 减仓 |
| — | SELECT MED HLDGS CORP | $0 | 0.00% | 0 | -2,064,021 | -100.0% | -$3,065.07万 | 清仓 |
| BLTE | BELITE BIO INC | $0 | 0.00% | 0 | -60,026 | -100.0% | -$960.18万 | 清仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $0 | 0.00% | 0 | -303,413 | -100.0% | -$449.66万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -797,906 | -100.0% | -$443.64万 | 清仓 |
| NX | QUANEX BLDG PRODS CORP | $0 | 0.00% | 0 | -274,338 | -100.0% | -$421.93万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$219.10万 | 清仓 |
| FOXF | FOX FACTORY HLDG CORP | $0 | 0.00% | 0 | -120,000 | -100.0% | -$205.32万 | 清仓 |
| SVV | SAVERS VALUE VLG INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$186.80万 | 清仓 |
| UPBD | UPBOUND GROUP INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$175.60万 | 清仓 |
| — | SYNCHRONOSS TECHNOLOGIES INC | $0 | 0.00% | 0 | -195,117 | -100.0% | -$167.02万 | 清仓 |
| LKFT | GALAPAGOS NV | $0 | 0.00% | 0 | -32,000 | -100.0% | -$104.64万 | 清仓 |