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Portfolio (Quarterly) Guide ↗

Prescott Group Capital Management, L.L.C.

· CIK 0001166152
13F Portfolio $1.1B AUM 278 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New 32 Added 8 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 18,259.0 $11.0M 1.02% -25K -57.9% $603.28 +10.3%
2 OR OR ROYALTIES INC. Basic Materials 248,000.0 $8.8M 0.81% -40K -13.9% $35.39 +0.5%
3 CRMT AMERICAS CAR-MART INC Consumer Cyclical 269,035.0 $6.8M 0.63% -53K -16.5% $25.26 -52.1%
4 VSTS VESTIS CORPORATION Industrials 146,604.0 $978K 0.09% -9K -5.8% $6.67 +75.4%
5 AMZN AMAZON COM INC Consumer Cyclical 3,708.0 $856K 0.08% -448.0 -10.8% $230.82 +16.3%
6 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,220.0 $852K 0.08% -8K -49.3% $103.67 -1.0%
7 ZS ZSCALER INC Technology 3,500.0 $787K 0.07% -4K -50.0% $224.92 -22.4%
8 WM WASTE MGMT INC DEL Industrials 1,865.0 $410K 0.04% -977.0 -34.4% $219.71 -0.1%

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 17.8%
Industrials 17.0%
Technology 16.6%
Consumer Cyclical 14.0%
Consumer Defensive 13.1%
Healthcare 12.8%
Energy 5.3%
Basic Materials 1.8%
Communication Services 0.8%
Real Estate 0.4%