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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 7 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CLPT CLEARPOINT NEURO INC Healthcare 180,525.0 $2.5M 0.23% NEW $13.68 -14.5%
122 ZTS ZOETIS INC Healthcare 19,500.0 $2.5M 0.23% $125.82 -36.6%
123 IWM ISHARES TR 9,870.0 $2.4M 0.23% NEW $246.16 +14.8%
124 FICO FAIR ISAAC CORP Technology 1,417.0 $2.4M 0.22% $1690.62 -27.4%
125 LFMD LIFEMD INC Healthcare 687,328.0 $2.3M 0.22% NEW $3.41 +19.4%
126 HELE HELEN OF TROY LTD Consumer Defensive 110,291.0 $2.3M 0.22% NEW $21.25 +16.7%
127 BCO BRINKS CO Industrials 20,000.0 $2.3M 0.22% $116.73 -10.2%
128 CORPAY INC 7,701.0 $2.3M 0.21% $300.93
129 CCRN CROSS CTRY HEALTHCARE INC Healthcare 282,910.0 $2.3M 0.21% NEW $8.10 +61.1%
130 NNI NELNET INC Financial Services 17,203.0 $2.3M 0.21% $132.96 -2.5%
131 CPRT COPART INC Industrials 58,081.0 $2.3M 0.21% +51K +679.7% $39.15 -12.1%
132 SNX TD SYNNEX CORPORATION Technology 15,000.0 $2.3M 0.21% $150.23 +53.6%
133 LLY ELI LILLY & CO Healthcare 2,086.0 $2.2M 0.21% $1074.70 -3.1%
134 ICLR ICON PLC Healthcare 12,253.0 $2.2M 0.21% $182.22 -36.0%
135 CASY CASEYS GEN STORES INC Consumer Cyclical 4,000.0 $2.2M 0.20% $552.71 +49.2%
136 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 35,257.0 $2.2M 0.20% NEW $62.46 -6.9%
137 SNOW SNOWFLAKE INC Technology 10,000.0 $2.2M 0.20% $219.36 -23.9%
138 EHC ENCOMPASS HEALTH CORP Healthcare 19,753.0 $2.1M 0.20% $106.14 -1.6%
139 STXS STEREOTAXIS INC Healthcare 901,252.0 $2.1M 0.19% $2.30 -19.6%
140 BILL BILL HOLDINGS INC Technology 38,000.0 $2.1M 0.19% +18K +90.0% $54.54 -33.2%
Page 7 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%