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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 9 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BILL BILL HOLDINGS INC. Technology 20,000.0 $1.1M 0.11% NEW $52.97 -31.2%
162 ACIW ACI WORLDWIDE, INC. Technology 20,000.0 $1.1M 0.11% NEW $52.77 -19.4%
163 ALTI ALTI GLOBAL INC Financial Services 291,763.0 $1.0M 0.11% NEW $3.56 -2.8%
164 BKSY BLACKSKY TECHNOLOGY INC Technology 50,982.0 $1.0M 0.11% NEW $20.15 +121.6%
165 FORTINET INC. 12,000.0 $1.0M 0.11% NEW $84.08
166 NKE NIKE INC Consumer Cyclical 14,393.0 $1.0M 0.11% NEW $69.73 -36.3%
167 VTWO VANGUARD SCOTTSDALE FUNDS 10,000.0 $978K 0.10% NEW $97.82 +16.7%
168 GOOG ALPHABET INC Communication Services 4,000.0 $972K 0.10% NEW $243.10 +57.7%
169 CAR AVIS BUDGET GROUP Industrials 6,000.0 $963K 0.10% NEW $160.57 -1.8%
170 HSY HERSHEY CO Consumer Defensive 5,000.0 $935K 0.10% NEW $187.05 +1.8%
171 AMZN AMAZON.COM, INC. Consumer Cyclical 4,156.0 $913K 0.10% NEW $219.57 +22.3%
172 FTRE FORTREA HOLDINGS INC. Healthcare 105,768.0 $891K 0.09% NEW $8.42 +56.1%
173 CARR CARRIER GLOBAL CORPORATION Industrials 14,867.0 $888K 0.09% NEW $59.70 +4.2%
174 BTSG BRIGHTSPRING HEALTH SERVICES INC Healthcare 30,000.0 $887K 0.09% NEW $29.56 +96.2%
175 JCI JOHNSON CONTROLS INTERNATIONAL PLC Industrials 8,000.0 $880K 0.09% NEW $109.95 +23.2%
176 NC NACCO INDUSTRIES INC Energy 20,105.0 $848K 0.09% NEW $42.16 +17.3%
177 CRAI CRA INTERNATIONAL INC Industrials 4,000.0 $834K 0.09% NEW $208.53 -29.3%
178 SGC SUPERIOR GROUP OF COMPANIES INC Consumer Cyclical 74,018.0 $793K 0.08% NEW $10.72 +7.3%
179 IAG IAMGOLD CORP Basic Materials 60,000.0 $776K 0.08% NEW $12.93 +29.8%
180 NXT NEXTRACKER INC. Technology 10,451.0 $773K 0.08% NEW $73.99 +63.6%
Page 9 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%