§ 13F · FUND PROFILE
Horrell Capital Management, Inc..
AUM · $219M (13F)Positions · 196Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTOMOTIVE, INC | 212K | $20M | 8.9% | −10% |
| 2 | UNP | UNION PAC CORP | 58K | $16M | 7.2% | −10% |
| 3 | JBHT | HUNT J B TRANS SVCS INC | 54K | $16M | 7.2% | −1% |
| 4 | FDX | FEDEX CORP | 40K | $13M | 5.8% | +80% |
| 5 | LII | LENNOX INTL INC | 20K | $12M | 5.3% | −10% |
| 6 | MUSA | MURPHY USA INC | 20K | $11M | 5.0% | −10% |
| 7 | DDS | DILLARD'S INC | 20K | $11M | 4.9% | −10% |
| 8 | AZO | AUTOZONE INC | 3K | $9M | 4.2% | −10% |
| 9 | WMT | WAL-MART STORES INC | 67K | $8M | 3.5% | −9% |
| 10 | HD | HOME DEPOT INC | 20K | $7M | 3.2% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HORRELL SIGNAL
AC read
Horrell Capital Management, Inc. is a Other fund managing $219 million in assets. The fund runs a portfolio of 196 positions.
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