ARISTIDES CAPITAL LLC

PrivateCIK: 1595521
Location

LOUISVILLE, KY

📋 What this filing means

ARISTIDES CAPITAL LLC filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $514.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

162
Positions
$514.23M
Total AUM (reported)
15.48M
Total Shares

Allocation by class

TOTAL AUM$514.23M162 positions
COM$176.61M34.3%
PUT$89.10M17.3%
UNIT SER 1$37.37M7.3%
CALL$34.03M6.6%
TR UNIT$26.42M5.1%
COM NEW$24.36M4.7%
CL A$23.91M4.6%

Portfolio Concentration

Top 317.9%4–1020.5%11–2520.5%Rest41.1%TOP 1038.4%0%100%
Top 3$91.93M17.9%
4–10$105.67M20.5%
11–25$105.41M20.5%
Rest$211.22M41.1%

Top 3 weight

17.9%

Top 10 weight

38.4%

Voting Authority Distribution

Total shares with voting rights: 15.48M

Sole

Full voting authority

15.48M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole162
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings162
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares50.74K
TypeSH
Market value$37.37M
7.27%
Sole
50.74K
Shared
0.00
None
0.00

D-WAVE QUANTUM INC

SOLE
Put
Shares1.17M
TypeSH
Market value$28.15M
5.47%
Sole
1.17M
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares35.38K
TypeSH
Market value$26.42M
5.14%
Sole
35.38K
Shared
0.00
None
0.00

TESLA INC

SOLE
Put
Shares60K
TypeSH
Market value$25.24M
4.91%
Sole
60K
Shared
0.00
None
0.00

AXT INC

SOLE
Call
Shares227.70K
TypeSH
Market value$16.41M
3.19%
Sole
227.70K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares44.12K
TypeSH
Market value$15.77M
3.07%
Sole
44.12K
Shared
0.00
None
0.00

DELTA AIR LINES INC

SOLE
COM NEW
Shares154.99K
TypeSH
Market value$14.52M
2.82%
Sole
154.99K
Shared
0.00
None
0.00

RIGETTI COMPUTING INC

SOLE
Put
Shares676.40K
TypeSH
Market value$13.07M
2.54%
Sole
676.40K
Shared
0.00
None
0.00

WISE GROUP PLC

SOLE
ORD SHS CLASS A
Shares917.96K
TypeSH
Market value$10.93M
2.13%
Sole
917.96K
Shared
0.00
None
0.00

TURNING PT BRANDS INC

SOLE
COM
Shares114.76K
TypeSH
Market value$9.73M
1.89%
Sole
114.76K
Shared
0.00
None
0.00

ITURAN LOCATION AND CONTROL

SOLE
SHS
Shares154.28K
TypeSH
Market value$9.41M
1.83%
Sole
154.28K
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
Call
Shares275K
TypeSH
Market value$9.15M
1.78%
Sole
275K
Shared
0.00
None
0.00

BANK UTICA N Y

SOLE
COM
Shares13.46K
TypeSH
Market value$8.55M
1.66%
Sole
13.46K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares21.98K
TypeSH
Market value$8.20M
1.59%
Sole
21.98K
Shared
0.00
None
0.00

ROCKY BRANDS INC

SOLE
COM
Shares185.94K
TypeSH
Market value$7.67M
1.49%
Sole
185.94K
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares40.01K
TypeSH
Market value$7.13M
1.39%
Sole
40.01K
Shared
0.00
None
0.00

PAN AMERN SILVER CORP

SOLE
COM
Shares153.41K
TypeSH
Market value$6.86M
1.33%
Sole
153.41K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
Put
Shares12.90K
TypeSH
Market value$6.65M
1.29%
Sole
12.90K
Shared
0.00
None
0.00

AXT INC

SOLE
COM
Shares90.11K
TypeSH
Market value$6.49M
1.26%
Sole
90.11K
Shared
0.00
None
0.00

CARTERS INC

SOLE
COM
Shares152.33K
TypeSH
Market value$6.27M
1.22%
Sole
152.33K
Shared
0.00
None
0.00

COHERENT CORP

SOLE
COM
Shares15.37K
TypeSH
Market value$6.06M
1.18%
Sole
15.37K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
Call
Shares20K
TypeSH
Market value$5.96M
1.16%
Sole
20K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHARES BIOTECH
Shares30.41K
TypeSH
Market value$5.78M
1.12%
Sole
30.41K
Shared
0.00
None
0.00

INVESTORS TITLE CO NC

SOLE
COM
Shares20.48K
TypeSH
Market value$5.61M
1.09%
Sole
20.48K
Shared
0.00
None
0.00

TOAST INC

SOLE
CL A
Shares201.48K
TypeSH
Market value$5.61M
1.09%
Sole
201.48K
Shared
0.00
None
0.00
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