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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 8 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EPAM EPAM SYS INC Technology 10,000.0 $2.0M 0.19% $204.88 -49.6%
142 GOOGL ALPHABET INC Communication Services 6,541.0 $2.0M 0.19% +4K +157.4% $313.00 +23.9%
143 IPAR INTERPARFUMS INC Consumer Defensive 23,629.0 $2.0M 0.19% NEW $84.83 +7.5%
144 FLR FLUOR CORP NEW Industrials 50,000.0 $2.0M 0.18% $39.63 +12.5%
145 AMP AMERIPRISE FINL INC Financial Services 4,000.0 $2.0M 0.18% $490.34 -8.1%
146 BOOT BOOT BARN HLDGS INC Consumer Cyclical 10,931.0 $1.9M 0.18% $176.47 -12.5%
147 EHAB ENHABIT INC Healthcare 208,412.0 $1.9M 0.18% $9.22 +49.7%
148 MASS 908 DEVICES INC Healthcare 361,595.0 $1.9M 0.18% +172K +90.3% $5.25 +35.6%
149 SLP SIMULATIONS PLUS INC Healthcare 100,885.0 $1.8M 0.17% +21K +26.1% $18.23 -20.6%
150 CNC CENTENE CORP DEL Healthcare 44,643.0 $1.8M 0.17% $41.15 +40.4%
151 COST COSTCO WHSL CORP NEW Consumer Defensive 2,128.0 $1.8M 0.17% $862.34 +21.8%
152 FTRE FORTREA HLDS INC Healthcare 105,768.0 $1.8M 0.17% $17.25 -23.8%
153 ULTA ULTA BEAUTY INC Consumer Cyclical 3,000.0 $1.8M 0.17% NEW $605.01 -18.5%
154 GTX GARRETT MOTION INC Consumer Cyclical 95,672.0 $1.7M 0.15% $17.43 +90.6%
155 AIR AAR CORP Industrials 20,000.0 $1.7M 0.15% $82.79 +31.1%
156 ONON ON HLDG AG Consumer Cyclical 35,500.0 $1.7M 0.15% $46.48 -15.7%
157 ADUS ADDUS HOMECARE CORP Healthcare 15,000.0 $1.6M 0.15% NEW $107.39 -13.2%
158 SAIC SCIENCE APPLICATIONS INTL CO Technology 16,000.0 $1.6M 0.15% $100.66 -4.1%
159 WFRD WEATHERFORD INTL PLC Energy 20,558.0 $1.6M 0.15% $78.26 +42.3%
160 DXLG DESTINATION XL GROUP INC Consumer Cyclical 1,728,439.0 $1.6M 0.15% NEW $0.92 -23.8%
Page 8 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%