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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
Page 10 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PLUG PLUG POWER INC Industrials 610,000.0 $1.2M 0.11% NEW $1.97 +68.0%
182 MED MEDIFAST INC Consumer Cyclical 111,244.0 $1.2M 0.11% +31K +39.1% $10.68 +18.3%
183 PTEN PATTERSON-UTI ENERGY INC Energy 190,000.0 $1.2M 0.11% NEW $6.11 +101.0%
184 RS RELIANCE INC Basic Materials 4,000.0 $1.2M 0.11% $288.87 +25.4%
185 NATL NCR ATLEOS CORPORATION Technology 30,000.0 $1.1M 0.11% $38.11 +17.6%
186 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 30,000.0 $1.1M 0.10% $37.45 +54.8%
187 FWRD FORWARD AIR CORP Industrials 43,897.0 $1.1M 0.10% $25.00 -66.6%
188 ARDT ARDENT HEALTH INC Healthcare 121,925.0 $1.1M 0.10% NEW $8.83 +4.3%
189 MTRX MATRIX SVC CO Industrials 90,400.0 $1.1M 0.10% NEW $11.70 +7.1%
190 REPOSITRAK INC 84,992.0 $1.1M 0.10% +51K +147.9% $12.37
191 MNDY MONDAY COM LTD Technology 7,000.0 $1.0M 0.10% $147.56 -48.3%
192 WU WESTERN UN CO Financial Services 110,000.0 $1.0M 0.10% NEW $9.31 -7.8%
193 GWRE GUIDEWIRE SOFTWARE INC Technology 5,000.0 $1.0M 0.09% $201.01 -32.5%
194 VTWO VANGUARD SCOTTSDALE FDS 10,000.0 $995K 0.09% $99.52 +14.7%
195 IAG IAMGOLD CORP Basic Materials 60,000.0 $989K 0.09% $16.49 +1.8%
196 NC NACCO INDS INC Energy 20,105.0 $986K 0.09% $49.04 +0.9%
197 SPSC SPS COMM INC Technology 11,000.0 $980K 0.09% $89.13 -39.7%
198 VSTS VESTIS CORPORATION Industrials 146,604.0 $978K 0.09% -9K -5.8% $6.67 +75.4%
199 JCI JOHNSON CTLS INTL PLC Industrials 8,000.0 $958K 0.09% $119.75 +13.1%
200 ACIW ACI WORLDWIDE INC Technology 20,000.0 $956K 0.09% $47.81 -11.1%
Page 10 of 14  ·  278 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 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%