Horrell Capital Management, Inc.

CIK: 0001385925Latest portfolio: $229.4M · Q4 2025

Holdings

192

Total Value

$229.4M

New Positions

7

Closed Positions

11

#StockSharesValue% PortfolioChangeType
1
ORLYOREILLY AUTOMOTIVE, INC
255,799$23.3M10.17%-8,955
2
UNPUNION PAC CORP
70,121$16.2M7.07%-2,454
3
DDSDILLARD'S INC
24,330$14.8M6.43%-852
4
LIILENNOX INTL INC
24,330$11.8M5.15%-852
5
AZOAUTOZONE INC
3,445$11.7M5.09%-119
6
JBHTHUNT J B TRANS SVCS INC
56,908$11.1M4.82%-852
7
MUSAMURPHY USA INC
24,330$9.8M4.28%-852
8
WMTWAL-MART STORES INC
79,920$8.9M3.88%-2,558
9
HDHOME DEPOT INC
24,330$8.4M3.65%-852
10
LHXL3HARRIS TECHNOLOGIES
24,330$7.1M3.11%-852
11
AMZNAMAZON COM INC
30,547$7.0M3.07%-1,022
12
FDXFEDEX CORP
24,348$7.0M3.07%-852
13
LMTLOCKHEED MARTIN CORP
13,614$6.6M2.87%-477
14
LOWLOWES COS INC
24,476$5.9M2.57%-852
15
ETRENTERGY CORP NEW
48,720$4.5M1.96%-1,704
16
OZKBANK OZK
97,570$4.5M1.96%-3,358
17
NUENUCOR CORP
24,440$4.0M1.74%-852
18
YUMYUM BRANDS INC
25,040$3.8M1.65%-852
19
PEPPEPSICO INC
25,545$3.7M1.60%-852
20
EATBRINKER INTL INC
24,330$3.5M1.52%-852
21
DGDOLLAR GEN CORP NEW
24,330$3.2M1.41%-852
22
KRKROGER CO
48,660$3.0M1.33%-1,704
23
RHCRH PLC
24,330$3.0M1.32%-852
24
DLTRDOLLAR TREE INC
24,330$3.0M1.30%-852
25
HOMBHOME BANCSHARES INC
97,420$2.7M1.18%-3,408

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
WEST163K+49K
NPSCY41K+15K
CGC5K+4K
XLE6K+3K
XLK2K+1K
FG784+355
MSOS32K+180
ETH1K+178
XLY294+147
NVDA373+103

Decreased Positions

NameSharesChange
ORLY256K-8955
BMNR2K-3470
WMT80K-2558
UNP70K-2454
ETR49K-1704
KR49K-1704
SFNC49K-1704
LUV10K-1050
AMZN31K-1022
DDS24K-852

Sector Breakdown

Financial Services0.0% ($4.490270691779334e+110T)
Industrials0.0% ($1.6220118141105972e+63T)
Consumer Cyclical0.0% ($2.33311475211684e+55T)
Technology0.0% ($2.0651616106958526e+41T)
Unknown0.0% ($2.4182378179942817e+36T)
Consumer Defensive0.0% ($8.90336663230304e+35T)
Healthcare0.0% ($2582173938.8T)
Communication Services0.0% ($67.6T)
Utilities0.0% ($4.5T)
Energy0.0% ($3.4T)
Basic Materials0.0% ($39.9B)
Real Estate0.0% ($2.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 3, 2026$229.4M192
Q3 2025Nov 7, 2025$237.7B196
Q2 2025Aug 8, 2025$246.0B185
Q1 2025May 12, 2025$239.2B178
Q4 2024Feb 11, 2025$342.1M212

Fund Information

CIK0001385925
Most Recent FilingFeb 3, 2026
Number of Filings5

Horrell Capital Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $229.4M across 192 holdings. The largest position is OREILLY AUTOMOTIVE, INC (ORLY), representing 10.2% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 11 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.