Western Standard LLC holds a focused book of 27 stocks worth $295.3M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Glass House Brands Inc and trimmed Green Dot Corp-Class A. Their largest long position is Green Dot Corp-Class A at 15% of the equity book. Cloning the disclosed picks since 2025 would be +3% (+3.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +23.0%, a 20.0-point gap that is the cost of the ~41-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Western Standard LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Western Standard LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 40 / 27 | $5.0B |
| UBS Group AG | 40 / 27 | $3.3B |
| GOLDMAN SACHS GROUP INC | 40 / 27 | $2.2B |
| ROYAL BANK OF CANADA | 40 / 27 | $998.3M |
| BARCLAYS PLC | 40 / 27 | $680.7M |
| WELLS FARGO & COMPANY/MN | 40 / 27 | $405.8M |
| OSAIC HOLDINGS, INC. | 40 / 27 | $55.5M |
| BlackRock, Inc. | 39 / 27 | $15.1B |
Ranked by how many of Western Standard LLC's top 27 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Green Dot Corp CL A | $43.8M | 3.24M | 14.8% | ▼−8.6% Reduced · −307K sh | |
| 2 | Glass House Brands Inc SUB REG LTD VTG | $35.0M | 2.73M | 11.9% | ▲New New position | |
| 3 | Compass Diversified SH BEN INT | $28.3M | 2.65M | 9.6% | ▼−15% Reduced · −485K sh | |
| 4 | Abivax Sa SPONSORED ADS | $26.7M | 200.0K | 9.0% | ▲New New position | |
| 5 | Avantor Inc COM | $20.9M | 2.11M | 7.1% | ▲New New position | |
| 6 | Innospec Inc COM | $19.3M | 236.8K | 6.5% | ▲+4.4% Added · +10K sh | |
| 7 | Electronic Arts Inc COM | $18.0M | 87.9K | 6.1% | ▲New New position | |
| 8 | Octave Specialty Group Inc COM NEW | $14.0M | 2.25M | 4.8% | —Held | |
| 9 | Ah Rlty TR Inc COM | $9.2M | 1.30M | 3.1% | ▲New New position | |
| 10 | Stagwell Inc COM CL A | $8.7M | 1.17M | 2.9% | ▲New New position | |
| 11 | Bobs Disc Furniture Inc COM SHS | $8.0M | 503.0K | 2.7% | ▲New New position | |
| 12 | Freshpet Inc COM | $7.5M | 127.3K | 2.5% | ▲+76% Added · +55K sh | |
| 13 | Consolidated Water Co Inc ORD | $7.4M | 252.1K | 2.5% | ▲New New position | |
| 14 | Aviat Networks Inc COM NEW | $6.7M | 301.0K | 2.3% | ▼−28% Reduced · −115K sh | |
| 15 | First Watch Restaurant Group COM | $6.6M | 513.2K | 2.2% | ▲New New position | |
| 16 | Cooper Cos Inc COM | $5.2M | 72.9K | 1.8% | ▲New New position | |
| 17 | Angiodynamics Inc COM | $5.0M | 387.2K | 1.7% | ▲New New position | |
| 18 | Ezcorp Inc CL A NON VTG | $4.9M | 141.0K | 1.7% | ▼−30% Reduced · −61K sh | |
| 19 | Inhibrx Biosciences Inc COM | $4.5M | 47.0K | 1.5% | ▲New New position | |
| 20 | 1ST Finl Bancorp COM | $3.0M | 88.4K | 1.0% | ▲+4.1% Added · +4K sh | |
| 21 | Arbutus Biopharma Corp COM | $2.6M | 542.8K | 0.9% | ▲+4.1% Added · +21K sh | |
| 22 | Genius Sports Limited SHARES CL A | $2.4M | 400.0K | 0.8% | ▲New New position | |
| 23 | Mercadolibre Inc COM | $2.4M | 1.4K | 0.8% | ▲New New position | |
| 24 | Chewy Inc CL A | $2.2M | 111.2K | 0.7% | ▲New New position | |
| 25 | Ollies Bargain Outlet Hldgs COM | $2.2M | 28.0K | 0.7% | ▲New New position | |
| 26 | Red Robin Gourmet Burgers In COM | $706K | 88.4K | 0.2% | ▲New New position | |
| 27 | Holley Inc COM | $237K | 92.9K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1517666/holdings"
Use Arkolith to show Western Standard LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.