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Portfolio (Quarterly) Guide ↗

Western Standard LLC

· CIK 0001517666
13F Portfolio $190M AUM 23 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 5 Added 8 Reduced 11 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 307,500.0 $2.1M 1.10% NEW $6.83 +12.4%
22 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 1,617,037.0 $1.1M 0.59% NEW $0.70 +11.7%
23 ATEC ALPHATEC HLDGS INC Healthcare 22,493.0 $245K 0.13% -1.2M -98.2% $10.88 -25.9%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.5%
Industrials 15.5%
Healthcare 13.9%
Basic Materials 9.3%
Consumer Cyclical 7.5%
Technology 6.6%
Communication Services 4.7%
Consumer Defensive 3.0%
Energy 2.1%