BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 12 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HCAT HEALTH CATALYST INC Healthcare 313,285.0 $749K 0.07% NEW $2.39 -46.0%
222 ALCO ALICO INC Consumer Defensive 20,372.0 $741K 0.07% +372.0 +1.9% $36.38 +12.3%
223 SGC SUPERIOR GROUP OF CO INC Consumer Cyclical 74,018.0 $716K 0.07% $9.68 +18.8%
224 KLAC KLA CORP Technology 576.0 $700K 0.07% $1215.08 +51.6%
225 CATO CATO CORP NEW Consumer Cyclical 224,767.0 $695K 0.07% +157K +231.4% $3.09 +11.7%
226 NMRK NEWMARK GROUP INC Real Estate 40,000.0 $694K 0.06% $17.34 -16.2%
227 ADBE ADOBE INC Technology 1,900.0 $665K 0.06% $349.99 -30.3%
228 NVDA NVIDIA CORPORATION Technology 3,527.0 $658K 0.06% $186.50 +17.7%
229 ANET ARISTA NETWORKS INC Technology 4,884.0 $640K 0.06% $131.03 +13.4%
230 PENN PENN ENTERTAINMENT INC Consumer Cyclical 40,000.0 $590K 0.06% $14.75 +13.2%
231 MPWR MONOLITHIC PWR SYS INC Technology 647.0 $586K 0.05% $906.36 +72.3%
232 SEAT VIVID SEATS INC Communication Services 80,000.0 $577K 0.05% $7.21 +12.1%
233 SNDA SONIDA SENIOR LIVING INC Healthcare 17,604.0 $574K 0.05% $32.61 +12.3%
234 PDFS PDF SOLUTIONS INC Technology 20,000.0 $571K 0.05% $28.53 +56.3%
235 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 10,000.0 $550K 0.05% $55.03 -13.6%
236 FOA FINANCE OF AMERICA COMPAN Financial Services 22,000.0 $533K 0.05% $24.21 -19.6%
237 AGCO AGCO CORP Industrials 5,000.0 $522K 0.05% $104.32 +7.4%
238 AAPL APPLE INC Technology 1,908.0 $519K 0.05% $271.86 +12.2%
239 CNTY CENTURY CASINOS INC Consumer Cyclical 381,660.0 $508K 0.05% NEW $1.33 -3.8%
240 INNOVATE CORP 112,100.0 $507K 0.05% $4.52
Page 12 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%