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Portfolio (Quarterly) Guide ↗

Prescott Group Capital Management, L.L.C.

· CIK 0001166152
13F Portfolio $949M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 238 New
Page 5 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PYPL PAYPAL HOLDINGS INC Financial Services 47,000.0 $3.2M 0.33% NEW $67.06 -33.8%
82 MEDP MEDPACE HOLDINGS INC Healthcare 6,000.0 $3.1M 0.33% NEW $514.16 -16.3%
83 BARNES & NOBLE ED INC 307,807.0 $3.1M 0.32% NEW $9.95
84 VICR VICOR CORP Technology 61,096.0 $3.0M 0.32% NEW $49.72 +431.4%
85 MLI MUELLER INDUSTRIES INC. Industrials 30,000.0 $3.0M 0.32% NEW $101.11 +32.1%
86 PEGA PEGASYSTEMS INC Technology 52,000.0 $3.0M 0.32% NEW $57.50 -40.4%
87 LNG CHENIERE ENERGY, INC. Energy 12,601.0 $3.0M 0.31% NEW $234.98 +2.3%
88 CRH PLC 24,144.0 $2.9M 0.30% NEW $119.90
89 SANDSTORM GOLD LTD 229,968.0 $2.9M 0.30% NEW $12.52
90 MSFT MICROSOFT CORP Technology 5,538.0 $2.9M 0.30% NEW $517.95 -19.1%
91 ZTS ZOETIS, INC. Healthcare 19,500.0 $2.9M 0.30% NEW $146.32 -45.5%
92 CBRE CBRE GROUP INC Real Estate 18,000.0 $2.8M 0.30% NEW $157.56 -16.8%
93 DLTR DOLLAR TREE, INC. Consumer Defensive 30,000.0 $2.8M 0.30% NEW $94.37 +1.4%
94 STXS STEREOTAXIS, INC. Healthcare 901,252.0 $2.8M 0.29% NEW $3.11 -40.5%
95 SNA SNAP ON INC. Industrials 8,000.0 $2.8M 0.29% NEW $346.53 +3.9%
96 PATK PATRICK INDUSTRIES INC Consumer Cyclical 25,545.0 $2.6M 0.28% NEW $103.43 -12.8%
97 RUSHA RUSH ENTERPRISES, INC. Consumer Cyclical 49,304.0 $2.6M 0.28% NEW $53.47 +30.8%
98 AIT APPLIED INDUSTRIAL TECHNOLOGIES INC Industrials 10,000.0 $2.6M 0.28% NEW $261.05 +17.1%
99 PR PERMIAN RESOURCES CORP Energy 202,000.0 $2.6M 0.27% NEW $12.80 +63.2%
100 NXST NEXSTAR MEDIA GROUP INC Communication Services 12,751.0 $2.5M 0.27% NEW $197.74 -4.2%
Page 5 of 12  ·  238 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 21.6%
Industrials 17.5%
Technology 17.3%
Consumer Cyclical 13.4%
Consumer Defensive 13.0%
Healthcare 8.6%
Energy 4.8%
Basic Materials 2.1%
Communication Services 0.9%
Real Estate 0.5%