Western Standard LLC
Net buyer this quarter
$295M
27
+$70M
75.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GDOT | $43.8M | 14.83% | 5.69% | -8.6% | Q1 2025 |
 GLAS | $35M | 11.86% | Not reported | New | Q2 2026 |
 CODI | $28.3M | 9.57% | 3.52% | -15.5% | Q4 2025 |
 ABVX | $26.7M | 9.03% | 0.25% | New | Q2 2026 |
 AVTR | $20.9M | 7.07% | 0.31% | Not reported | Q1 2023 |
 IOSP | $19.3M | 6.53% | 0.96% | +4.4% | Q3 2025 |
| EA | $18M | 6.10% | Not reported | New | Q2 2026 |
 OSG | $14M | 4.75% | 4.99% | Not reported | Q4 2019 |
 AHRT | $9.17M | 3.11% | 1.74% | Not reported | Q4 2020 |
 STGW | $8.67M | 2.94% | 0.47% | New | Q2 2026 |
 BOBS | $7.96M | 2.70% | 0.38% | New | Q2 2026 |
 FRPT | $7.53M | 2.55% | 0.26% | +75.8% | Q3 2025 |
 CWCO | $7.44M | 2.52% | 1.58% | Not reported | Q1 2025 |
 AVNW | $6.68M | 2.26% | 2.33% | -27.6% | Q1 2025 |
 FWRG | $6.62M | 2.24% | 0.83% | New | Q2 2026 |
 COO | $5.23M | 1.77% | 0.04% | New | Q2 2026 |
 ANGO | $5.04M | 1.71% | 0.93% | Not reported | Q4 2023 |
 EZPW | $4.87M | 1.65% | Not reported | -30.1% | Q3 2019 |
 INBX | $4.45M | 1.51% | 0.32% | New | Q2 2026 |
 FFBC | $2.99M | 1.01% | 0.08% | +4.1% | Q4 2025 |
 ABUS | $2.61M | 0.88% | 0.27% | +4.1% | Q3 2025 |
 GENI | $2.42M | 0.82% | 4.00% | New | Q2 2026 |
 MELI | $2.38M | 0.80% | 0.00% | New | Q2 2026 |
 CHWY | $2.19M | 0.74% | 111229.00% | Not reported | Q1 2025 |
| OLLI | $2.15M | 0.73% | 0.05% | New | Q2 2026 |
 RRGB | $706K | 0.24% | 0.48% | Not reported | Q1 2024 |
 HLLY | $237K | 0.08% | 0.08% | New | Q2 2026 |
| Q1 2026 | |||||
| GDOT | $39.8M | 20.93% | 6.26% | +79.4% | Q1 2025 |
| CODI | $24.7M | 12.97% | 4.17% | +169.3% | Q4 2025 |
 TFX | $22.1M | 11.63% | 0.42% | New | Q1 2026 |
| IOSP | $16.6M | 8.71% | 0.92% | -15.5% | Q3 2025 |
| OSG | $10.5M | 5.50% | 4.99% | -10.3% | Q4 2019 |
| AVNW | $9.4M | 4.94% | 3.22% | -15.9% | Q1 2025 |
 ANGI | $8.31M | 4.37% | Not reported | +774.1% | Q4 2025 |
 AIV | $6.62M | 3.48% | 1.15% | -3.2% | Q4 2023 |
 YETI | $5.93M | 3.12% | 0.22% | Not reported | Q4 2024 |
 FIVE | $5.31M | 2.79% | 0.04% | -42.7% | Q3 2025 |
 DAVE | $5.25M | 2.76% | Not reported | New | Q1 2026 |
 UUP | $5.15M | 2.71% | 0.90% | Not reported | Q2 2018 |
| EZPW | $5.12M | 2.69% | Not reported | -49.6% | Q3 2019 |
| FRPT | $4.27M | 2.24% | 0.15% | Not reported | Q3 2025 |
 WULF | $3.97M | 2.09% | 0.06% | New | Q1 2026 |
 HNRG | $3.72M | 1.96% | 0.49% | New | Q1 2026 |
| NSP | $2.97M | 1.56% | 0.29% | -49.0% | Q4 2025 |
 WEAV | $2.38M | 1.25% | 0.65% | New | Q1 2026 |
| FFBC | $2.37M | 1.24% | 0.08% | +13.1% | Q4 2025 |
| ABUS | $2.35M | 1.23% | 0.26% | +2.7% | Q3 2025 |
 CWH | $2.1M | 1.10% | Not reported | New | Q1 2026 |
 HAIN | $1.13M | 0.59% | 1.78% | New | Q1 2026 |
 ATEC | $245K | 0.13% | 0.01% | -98.2% | Q4 2024 |
| Q4 2025 | |||||
| SEM | $30.7M | 14.14% | 1.66% | +95.6% | Q3 2022 |
| ATEC | $26.4M | 12.18% | 0.84% | Not reported | Q4 2024 |
| GDOT | $25.3M | 11.68% | 3.56% | +196.8% | Q1 2025 |
| IOSP | $20.5M | 9.48% | 1.08% | +894.0% | Q3 2025 |
| OSG | $19.5M | 8.99% | 5.57% | -5.2% | Q4 2019 |
| AVNW | $10.6M | 4.87% | 3.83% | +84.5% | Q1 2025 |
| AIV | $9.98M | 4.60% | 1.20% | Not reported | Q4 2023 |
 BLTE | $9.6M | 4.43% | 0.15% | New | Q4 2025 |
| NSP | $8.35M | 3.85% | 0.57% | New | Q4 2025 |
| EZPW | $7.77M | 3.58% | Not reported | -24.5% | Q3 2019 |
| FIVE | $7.65M | 3.53% | 0.07% | Not reported | Q3 2025 |
| CODI | $5.59M | 2.58% | 1.55% | New | Q4 2025 |
| UUP | $5.01M | 2.31% | 3.31% | Not reported | Q2 2018 |
 DRVN | $4.5M | 2.07% | 0.18% | -56.2% | Q1 2025 |
| MCW | $4.44M | 2.05% | 0.24% | +2.6% | Q3 2025 |
 NX | $4.22M | 1.95% | 0.60% | New | Q4 2025 |
| ABUS | $2.44M | 1.13% | 0.26% | Not reported | Q3 2025 |
 GOOGL | $2.19M | 1.01% | 0.00% | Not reported | Q4 2018 |
 FOXF | $2.05M | 0.95% | 0.29% | New | Q4 2025 |
| FFBC | $1.88M | 0.87% | 0.08% | New | Q4 2025 |
 SVV | $1.87M | 0.86% | 0.13% | New | Q4 2025 |
| ANGI | $1.8M | 0.83% | Not reported | New | Q4 2025 |
 UPBD | $1.76M | 0.81% | 0.17% | New | Q4 2025 |
| SNCR | $1.67M | 0.77% | 1.70% | New | Q4 2025 |
 LKFT | $1.05M | 0.48% | 0.05% | New | Q4 2025 |
| Q3 2025 | |||||
 KROS | $34.6M | 10.28% | 5.39% | +42.7% | Q1 2025 |
| OSG | $22M | 6.53% | 5.66% | Not reported | Q4 2019 |
| ATEC | $18.3M | 5.41% | 0.84% | Not reported | Q4 2024 |
| SEM | $13.6M | 4.02% | 0.85% | Not reported | Q3 2022 |
| DRVN | $11.2M | 3.31% | 0.42% | +69.3% | Q1 2025 |
| EZPW | $10.1M | 2.99% | Not reported | Not reported | Q3 2019 |
| GDOT | $8.95M | 2.65% | 1.20% | +14.8% | Q1 2025 |
| CWCO | $7.47M | 2.22% | 1.33% | -34.6% | Q1 2025 |
 NPK | $6.81M | 2.02% | 0.85% | Not reported | Q1 2025 |
 BBWI | $6.78M | 2.01% | 0.13% | New | Q3 2025 |
 ABEO | $6.6M | 1.96% | 2.39% | -40.2% | Q1 2023 |
| FIVE | $6.28M | 1.86% | 0.07% | New | Q3 2025 |
| AVNW | $6.14M | 1.82% | 2.09% | Not reported | Q1 2025 |
| UUP | $5.1M | 1.51% | 3.31% | Not reported | Q2 2018 |
| MCW | $4.14M | 1.23% | 0.24% | New | Q3 2025 |
| YETI | $3.93M | 1.17% | 0.15% | -64.6% | Q4 2024 |
| FRPT | $3.53M | 1.05% | 0.13% | New | Q3 2025 |
 SXT | $3.23M | 0.96% | 0.08% | New | Q3 2025 |
| ABUS | $2.31M | 0.68% | 0.26% | New | Q3 2025 |
| IOSP | $2.08M | 0.62% | 0.11% | New | Q3 2025 |
| CMA | $2.02M | 0.60% | 0.02% | New | Q3 2025 |
 FIGS | $1.86M | 0.55% | 0.18% | New | Q3 2025 |