Prescott Group Capital Management as of Sept. 30, 2025
Portfolio Holdings for Prescott Group Capital Management
Prescott Group Capital Management holds 238 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Performant Finl (PHLT) | 12.9 | $122M | 16M | 7.73 | |
| American Public Education (APEI) | 3.6 | $34M | 857k | 39.47 | |
| Nature's Sunshine Prod. (NATR) | 2.9 | $28M | 1.8M | 15.52 | |
| Spdr S&p 500 Etf Trust Tr Unit (SPY) | 2.8 | $26M | 40k | 666.18 | |
| Spdr S&p Midcap 400 Eft Trust Utser1 S&pdcrp (MDY) | 2.7 | $26M | 43k | 596.03 | |
| Ishares Trust Rus Top 200 Etf (IWL) | 2.4 | $22M | 135k | 166.10 | |
| Nu Skin Enterprises Cl A (NUS) | 2.2 | $21M | 1.7M | 12.19 | |
| Diebold Nixdorf Com Shs (DBD) | 2.2 | $21M | 368k | 57.03 | |
| Tutor Perini Corporation (TPC) | 1.5 | $15M | 224k | 65.59 | |
| Atre Sponsored Ads (RERE) | 1.5 | $15M | 3.2M | 4.60 | |
| Enova Intl (ENVA) | 1.3 | $12M | 104k | 115.09 | |
| Hca Holdings (HCA) | 1.2 | $12M | 27k | 426.20 | |
| Or Royalties Com Shs (OR) | 1.2 | $12M | 288k | 40.08 | |
| Firstcash Holdings (FCFS) | 1.2 | $11M | 71k | 158.42 | |
| Xplr Infrastructure Com Unit Part In (XIFR) | 1.2 | $11M | 1.1M | 10.17 | |
| Endava Ads (DAVA) | 1.2 | $11M | 1.2M | 9.10 | |
| Cloudflare Cl A Com (NET) | 1.1 | $10M | 48k | 214.59 | |
| America's Car-Mart (CRMT) | 1.0 | $9.4M | 322k | 29.21 | |
| Technipfmc (FTI) | 1.0 | $9.1M | 230k | 39.45 | |
| D.R. Horton (DHI) | 0.9 | $8.9M | 52k | 169.47 | |
| Perma-fix Environmental Services Com New (PESI) | 0.8 | $7.8M | 777k | 10.10 | |
| O'reilly Automotive (ORLY) | 0.8 | $7.8M | 72k | 107.81 | |
| Interactive Brokers Group Com Cl A (IBKR) | 0.8 | $7.7M | 112k | 68.81 | |
| Ambac Financial Group Com New (AMBC) | 0.8 | $7.5M | 896k | 8.34 | |
| Global Payments (GPN) | 0.8 | $7.5M | 90k | 83.08 | |
| Emcor (EME) | 0.8 | $7.1M | 11k | 649.54 | |
| Civeo Corp Com New (CVEO) | 0.7 | $7.0M | 306k | 23.00 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.7 | $6.9M | 577k | 11.99 | |
| Emergent BioSolutions (EBS) | 0.7 | $6.8M | 773k | 8.82 | |
| First Solar (FSLR) | 0.7 | $6.7M | 30k | 220.53 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $6.7M | 40k | 167.33 | |
| Onity Group Com New (ONIT) | 0.7 | $6.6M | 165k | 39.96 | |
| Spdr Series Trust S&p Regl Bkg (KRE) | 0.7 | $6.6M | 104k | 63.30 | |
| Jfrog Ord Shs (FROG) | 0.6 | $6.2M | 130k | 47.33 | |
| Brookdale Senior Living (BKD) | 0.6 | $6.1M | 725k | 8.47 | |
| Graftech International Com New | 0.6 | $6.1M | 478k | 12.82 | |
| Ngl Energy Partners Com Unit Repst (NGL) | 0.6 | $5.9M | 991k | 6.00 | |
| AutoZone (AZO) | 0.6 | $5.9M | 1.4k | 4290.24 | |
| Vectrus (VVX) | 0.6 | $5.8M | 100k | 58.09 | |
| Autodesk (ADSK) | 0.6 | $5.8M | 18k | 317.67 | |
| Geo Group Inc/the reit (GEO) | 0.6 | $5.8M | 282k | 20.49 | |
| Bok Financial Corp Com New (BOKF) | 0.6 | $5.6M | 50k | 111.44 | |
| TJX Companies (TJX) | 0.6 | $5.5M | 38k | 144.54 | |
| Ross Stores (ROST) | 0.6 | $5.5M | 36k | 152.39 | |
| Evercore Class A (EVR) | 0.6 | $5.4M | 16k | 337.32 | |
| Alliance Resource Partners Ut Ltd Part (ARLP) | 0.6 | $5.4M | 213k | 25.29 | |
| NVR (NVR) | 0.6 | $5.4M | 666.00 | 8034.66 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.5 | $5.2M | 271k | 19.04 | |
| Caci International Cl A (CACI) | 0.5 | $5.1M | 10k | 498.78 | |
| Flex Ord (FLEX) | 0.5 | $4.9M | 85k | 57.97 | |
| Primerica (PRI) | 0.5 | $4.9M | 18k | 277.59 | |
| Quanta Services (PWR) | 0.5 | $4.8M | 12k | 414.42 | |
| Noah Holdings Spon Ads (NOAH) | 0.5 | $4.8M | 414k | 11.59 | |
| Diamondback Energy (FANG) | 0.5 | $4.7M | 33k | 143.10 | |
| Onemain Holdings (OMF) | 0.5 | $4.6M | 81k | 56.46 | |
| Pennymac Financial Services (PFSI) | 0.5 | $4.5M | 36k | 123.88 | |
| Graham Corporation (GHM) | 0.5 | $4.4M | 81k | 54.90 | |
| Cintas Corporation (CTAS) | 0.5 | $4.4M | 21k | 205.26 | |
| Mr Cooper Group | 0.4 | $4.2M | 20k | 210.79 | |
| Bilibili Spons Ads Rep Z (BILI) | 0.4 | $4.2M | 150k | 28.09 | |
| Watts Water Technologies Cl A (WTS) | 0.4 | $4.2M | 15k | 279.28 | |
| Check Point Software Technologies Ord (CHKP) | 0.4 | $4.1M | 20k | 206.91 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.4 | $4.1M | 60k | 68.58 | |
| Teledyne Technologies Incorporated (TDY) | 0.4 | $4.1M | 7.0k | 586.04 | |
| Fiserv (FI) | 0.4 | $4.1M | 32k | 128.93 | |
| Booz Allen Hamilton Holding Corp Cl A (BAH) | 0.4 | $4.0M | 40k | 99.95 | |
| Leidos Holdings (LDOS) | 0.4 | $4.0M | 21k | 188.96 | |
| Synopsys (SNPS) | 0.4 | $3.9M | 7.9k | 493.39 | |
| Servicenow (NOW) | 0.4 | $3.7M | 4.1k | 920.28 | |
| KBR (KBR) | 0.4 | $3.7M | 78k | 47.29 | |
| Cigna Corp (CI) | 0.4 | $3.6M | 13k | 288.25 | |
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 0.4 | $3.5M | 12k | 279.29 | |
| Plains Gp Holdings Ltd Partnr Int A (PAGP) | 0.4 | $3.5M | 189k | 18.24 | |
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $3.4M | 11k | 309.74 | |
| Cadence Design Systems (CDNS) | 0.4 | $3.4M | 9.6k | 351.26 | |
| Inspired Entmt (INSE) | 0.4 | $3.4M | 358k | 9.38 | |
| Diversified Energy Company Shs New (DEC) | 0.3 | $3.3M | 234k | 14.01 | |
| Jabil Circuit (JBL) | 0.3 | $3.3M | 15k | 217.17 | |
| Lennox International (LII) | 0.3 | $3.2M | 6.0k | 529.36 | |
| RadNet (RDNT) | 0.3 | $3.2M | 42k | 76.21 | |
| Paypal Holdings (PYPL) | 0.3 | $3.2M | 47k | 67.06 | |
| Medpace Hldgs (MEDP) | 0.3 | $3.1M | 6.0k | 514.16 | |
| Barnes & Noble Ed Com New (BNED) | 0.3 | $3.1M | 308k | 9.95 | |
| Vicor Corporation (VICR) | 0.3 | $3.0M | 61k | 49.72 | |
| Mueller Industries (MLI) | 0.3 | $3.0M | 30k | 101.11 | |
| Pegasystems (PEGA) | 0.3 | $3.0M | 52k | 57.50 | |
| Cheniere Energy Com New (LNG) | 0.3 | $3.0M | 13k | 234.98 | |
| CRH Ord (CRH) | 0.3 | $2.9M | 24k | 119.90 | |
| Sandstorm Gold Com New (SAND) | 0.3 | $2.9M | 230k | 12.52 | |
| Microsoft Corporation (MSFT) | 0.3 | $2.9M | 5.5k | 517.95 | |
| Zoetis Cl A (ZTS) | 0.3 | $2.9M | 20k | 146.32 | |
| Cbre Group Cl A (CBRE) | 0.3 | $2.8M | 18k | 157.56 | |
| Dollar Tree (DLTR) | 0.3 | $2.8M | 30k | 94.37 | |
| Stereotaxis Com New (STXS) | 0.3 | $2.8M | 901k | 3.11 | |
| Snap-on Incorporated (SNA) | 0.3 | $2.8M | 8.0k | 346.53 | |
| Patrick Industries (PATK) | 0.3 | $2.6M | 26k | 103.43 | |
| Rush Enterprises Cl A (RUSHA) | 0.3 | $2.6M | 49k | 53.47 | |
| Applied Industrial Technologies (AIT) | 0.3 | $2.6M | 10k | 261.05 | |
| Permian Resources Corp Class A Com (PR) | 0.3 | $2.6M | 202k | 12.80 | |
| Nexstar Media Group Common Stock (NXST) | 0.3 | $2.5M | 13k | 197.74 | |
| Encompass Health Corp (EHC) | 0.3 | $2.5M | 20k | 127.02 | |
| SYNNEX Corporation (SNX) | 0.3 | $2.5M | 15k | 163.75 | |
| Eastman Kodak Com New (KODK) | 0.3 | $2.4M | 374k | 6.41 | |
| Brink's Company (BCO) | 0.2 | $2.3M | 20k | 116.86 | |
| Stifel Financial (SF) | 0.2 | $2.3M | 20k | 113.47 | |
| AmerisourceBergen (COR) | 0.2 | $2.3M | 7.3k | 312.53 | |
| Casey's General Stores (CASY) | 0.2 | $2.3M | 4.0k | 565.32 | |
| Snowflake Com Shs (SNOW) | 0.2 | $2.3M | 10k | 225.55 | |
| Corpay Com Shs (CPAY) | 0.2 | $2.2M | 7.7k | 288.06 | |
| Nelnet Cl A (NNI) | 0.2 | $2.2M | 17k | 125.38 | |
| Icon SHS (ICLR) | 0.2 | $2.1M | 12k | 175.00 | |
| Fair Isaac Corporation (FICO) | 0.2 | $2.1M | 1.4k | 1496.53 | |
| Fluor Corporation (FLR) | 0.2 | $2.1M | 50k | 42.07 | |
| Zscaler Incorporated (ZS) | 0.2 | $2.1M | 7.0k | 299.66 | |
| Builders FirstSource (BLDR) | 0.2 | $2.1M | 17k | 121.25 | |
| MarineMax (HZO) | 0.2 | $2.0M | 81k | 25.33 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.0M | 2.1k | 925.63 | |
| Ameriprise Financial (AMP) | 0.2 | $2.0M | 4.0k | 491.25 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.2 | $1.9M | 21k | 91.75 | |
| CommVault Systems (CVLT) | 0.2 | $1.9M | 10k | 188.78 | |
| CarMax (KMX) | 0.2 | $1.8M | 41k | 44.87 | |
| Ptc (PTC) | 0.2 | $1.8M | 9.0k | 203.02 | |
| Boot Barn Hldgs (BOOT) | 0.2 | $1.8M | 11k | 165.72 | |
| Aar (AIR) | 0.2 | $1.8M | 20k | 89.67 | |
| UnitedHealth (UNH) | 0.2 | $1.8M | 5.2k | 345.30 | |
| Oracle Corporation (ORCL) | 0.2 | $1.7M | 6.2k | 281.24 | |
| Enhabit Ord (EHAB) | 0.2 | $1.7M | 208k | 8.01 | |
| Broadridge Financial Solutions (BR) | 0.2 | $1.7M | 7.0k | 238.17 | |
| 908 Devices (MASS) | 0.2 | $1.7M | 190k | 8.76 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $1.6M | 16k | 101.37 | |
| The Original Bark Company (BARK) | 0.2 | $1.6M | 2.0M | 0.83 | |
| Jefferies Finl Group (JEF) | 0.2 | $1.6M | 25k | 65.42 | |
| Select Water Solutions Cl A Com (WTTR) | 0.2 | $1.6M | 150k | 10.69 | |
| Centene Corporation (CNC) | 0.2 | $1.6M | 45k | 35.68 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.6M | 2.1k | 763.01 | |
| Science App Int'l (SAIC) | 0.2 | $1.6M | 16k | 99.37 | |
| Codexis (CDXS) | 0.2 | $1.6M | 636k | 2.44 | |
| LKQ Corporation (LKQ) | 0.2 | $1.5M | 50k | 30.54 | |
| Epam Systems (EPAM) | 0.2 | $1.5M | 10k | 150.79 | |
| On Holding Namen Akt A (ONON) | 0.2 | $1.5M | 36k | 42.35 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.2 | $1.5M | 22k | 66.56 | |
| Weatherford International Ord Shs (WFRD) | 0.1 | $1.4M | 21k | 68.43 | |
| Monday.com SHS (MNDY) | 0.1 | $1.4M | 7.0k | 193.69 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.1 | $1.4M | 30k | 45.09 | |
| Vivid Seats Com Cl A (SEAT) | 0.1 | $1.3M | 80k | 16.62 | |
| Garrett Motion (GTX) | 0.1 | $1.3M | 96k | 13.62 | |
| Pentair SHS (PNR) | 0.1 | $1.3M | 12k | 110.76 | |
| Apollo Global Mgmt (APO) | 0.1 | $1.2M | 9.2k | 133.27 | |
| American Express Company (AXP) | 0.1 | $1.2M | 3.7k | 332.16 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.2M | 12k | 103.06 | |
| Simulations Plus (SLP) | 0.1 | $1.2M | 80k | 15.07 | |
| Ncr Atleos Corporation Com Shs (NATL) | 0.1 | $1.2M | 30k | 39.31 | |
| Guidewire Software (GWRE) | 0.1 | $1.1M | 5.0k | 229.86 | |
| SPS Commerce (SPSC) | 0.1 | $1.1M | 11k | 104.14 | |
| Ametek (AME) | 0.1 | $1.1M | 6.0k | 188.00 | |
| Forward Air Corp (FWRD) | 0.1 | $1.1M | 44k | 25.64 | |
| Reliance Steel & Aluminum (RS) | 0.1 | $1.1M | 4.0k | 280.83 | |
| Iqvia Holdings (IQV) | 0.1 | $1.1M | 5.9k | 189.94 | |
| Spire Global Com Cl A New (SPIR) | 0.1 | $1.1M | 100k | 10.99 | |
| Medifast (MED) | 0.1 | $1.1M | 80k | 13.67 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $1.1M | 20k | 52.97 | |
| ACI Worldwide (ACIW) | 0.1 | $1.1M | 20k | 52.77 | |
| Alti Global Cl A (ALTI) | 0.1 | $1.0M | 292k | 3.56 | |
| Blacksky Technology Cl A Com (BKSY) | 0.1 | $1.0M | 51k | 20.15 | |
| Fortinet (FTNT) | 0.1 | $1.0M | 12k | 84.08 | |
| Nike CL B (NKE) | 0.1 | $1.0M | 14k | 69.73 | |
| Vanguard Scottsdale Funds Vng Rus2000idx (VTWO) | 0.1 | $978k | 10k | 97.82 | |
| Alphabet Cap Stx Cl C (GOOG) | 0.1 | $972k | 4.0k | 243.10 | |
| Avis Budget (CAR) | 0.1 | $964k | 6.0k | 160.57 | |
| Hershey Company (HSY) | 0.1 | $935k | 5.0k | 187.05 | |
| Amazon (AMZN) | 0.1 | $913k | 4.2k | 219.57 | |
| Fortrea Holdings Common Stock (FTRE) | 0.1 | $891k | 106k | 8.42 | |
| Carrier Global Corporation (CARR) | 0.1 | $888k | 15k | 59.70 | |
| Brightspring Health Svcs (BTSG) | 0.1 | $887k | 30k | 29.56 | |
| Johnson Controls International SHS (JCI) | 0.1 | $880k | 8.0k | 109.95 | |
| Nacco Industries Cl A (NC) | 0.1 | $848k | 20k | 42.16 | |
| CRA International (CRAI) | 0.1 | $834k | 4.0k | 208.53 | |
| Superior Uniform (SGC) | 0.1 | $794k | 74k | 10.72 | |
| Iamgold Corp (IAG) | 0.1 | $776k | 60k | 12.93 | |
| Nextracker Class A Com (NXT) | 0.1 | $773k | 11k | 73.99 | |
| Penn National Gaming (PENN) | 0.1 | $770k | 40k | 19.26 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $758k | 30k | 25.25 | |
| Broadcom (AVGO) | 0.1 | $755k | 2.3k | 329.91 | |
| Newmark Group Cl A (NMRK) | 0.1 | $746k | 40k | 18.65 | |
| Community Health Systems (CYH) | 0.1 | $742k | 231k | 3.21 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $738k | 5.5k | 133.90 | |
| Arista Networks Com Shs (ANET) | 0.1 | $712k | 4.9k | 145.71 | |
| Vestis Corporation Com Shs (VSTS) | 0.1 | $705k | 156k | 4.53 | |
| Ali (ALCO) | 0.1 | $693k | 20k | 34.66 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $670k | 1.9k | 352.75 | |
| NVIDIA Corporation (NVDA) | 0.1 | $658k | 3.5k | 186.58 | |
| Waste Management (WM) | 0.1 | $628k | 2.8k | 220.83 | |
| Sabre (SABR) | 0.1 | $624k | 341k | 1.83 | |
| Kla Corp Com New (KLAC) | 0.1 | $621k | 576.00 | 1078.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $618k | 2.5k | 243.10 | |
| The Beauty Health Company Com Cl A (SKIN) | 0.1 | $604k | 304k | 1.99 | |
| Monolithic Power Systems (MPWR) | 0.1 | $596k | 647.00 | 920.64 | |
| Hanesbrands (HBI) | 0.1 | $593k | 90k | 6.59 | |
| Axon Enterprise (AXON) | 0.1 | $591k | 823.00 | 717.64 | |
| Netflix (NFLX) | 0.1 | $564k | 470.00 | 1198.92 | |
| Innovate Corp Com New (VATE) | 0.1 | $548k | 112k | 4.89 | |
| AGCO Corporation (AGCO) | 0.1 | $535k | 5.0k | 107.07 | |
| Eaton Corp SHS (ETN) | 0.1 | $533k | 1.4k | 374.25 | |
| New Oriental Education & Technology Group Spon Adr (EDU) | 0.1 | $531k | 10k | 53.07 | |
| PDF Solutions (PDFS) | 0.1 | $516k | 20k | 25.82 | |
| Repositrak Com New (TRAK) | 0.1 | $508k | 34k | 14.82 | |
| Meta Platforms Cl A (META) | 0.1 | $504k | 686.00 | 734.38 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $502k | 2.9k | 170.85 | |
| Finance Of America Companies Cl A New (FOA) | 0.1 | $494k | 22k | 22.43 | |
| Trane Technologies SHS (TT) | 0.1 | $490k | 1.2k | 421.96 | |
| Capital Sr Living Corp (SNDA) | 0.1 | $488k | 18k | 27.72 | |
| Apple (AAPL) | 0.1 | $486k | 1.9k | 254.63 | |
| Palo Alto Networks (PANW) | 0.1 | $474k | 2.3k | 203.62 | |
| MercadoLibre (MELI) | 0.0 | $472k | 202.00 | 2336.94 | |
| Intuit (INTU) | 0.0 | $468k | 685.00 | 682.91 | |
| Starbucks Corporation (SBUX) | 0.0 | $459k | 5.4k | 84.60 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $452k | 794.00 | 568.81 | |
| Home Depot (HD) | 0.0 | $439k | 1.1k | 405.19 | |
| Moody's Corporation (MCO) | 0.0 | $431k | 904.00 | 476.48 | |
| Linde SHS (LIN) | 0.0 | $430k | 905.00 | 475.00 | |
| Berkshire Hathaway Cl B New (BRK.B) | 0.0 | $427k | 849.00 | 502.74 | |
| Msci (MSCI) | 0.0 | $414k | 729.00 | 567.41 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $406k | 308.00 | 1318.02 | |
| Sherwin-Williams Company (SHW) | 0.0 | $404k | 1.2k | 346.26 | |
| S&p Global (SPGI) | 0.0 | $402k | 826.00 | 486.71 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $395k | 815.00 | 485.02 | |
| Progressive Corporation (PGR) | 0.0 | $382k | 1.5k | 246.95 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $368k | 5.5k | 67.07 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $359k | 802.00 | 447.23 | |
| Brown & Brown (BRO) | 0.0 | $353k | 3.8k | 93.79 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $340k | 869.00 | 391.64 | |
| Copart (CPRT) | 0.0 | $335k | 7.4k | 44.97 | |
| Credo Technology Group Holding Ordinary Shares (CRDO) | 0.0 | $291k | 2.0k | 145.61 | |
| Cato Corp Cl A (CATO) | 0.0 | $286k | 68k | 4.21 | |
| Illumina (ILMN) | 0.0 | $285k | 3.0k | 94.97 | |
| Gartner (IT) | 0.0 | $235k | 895.00 | 262.87 | |
| Fossil (FOSL) | 0.0 | $170k | 66k | 2.57 | |
| Quest Resource Holding Corp Com New (QRHC) | 0.0 | $54k | 35k | 1.56 |