Gate City Capital Management, LLC holds a concentrated book of 16 stocks worth $256.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Harley-Davidson Inc and trimmed Alico Inc. Their largest long position is Alico Inc at 21% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1705447/holdings"
Use Arkolith to show GATE CITY CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alico Inc COM | $53.0M | 1.28M | 20.6% | ▼−1.1% Reduced · −14K sh | |
| 2 | Harley Davidson Inc COM | $45.9M | 2.27M | 17.9% | ▲New New position | |
| 3 | Entravision Communications C CL A | $31.4M | 10.56M | 12.2% | ▼−4.8% Reduced · −534K sh | |
| 4 | Ingles MKTS Inc CL A | $19.9M | 221.4K | 7.7% | ▲+6.7% Added · +14K sh | |
| 5 | Jakks Pac Inc COM NEW | $19.3M | 967.1K | 7.5% | ▲+24% Added · +184K sh | |
| 6 | Heartland Express Inc COM | $16.4M | 1.58M | 6.4% | ▼−28% Reduced · −614K sh | |
| 7 | Seaport Entmt Group Inc COMMON STOCK | $14.8M | 689.4K | 5.8% | ▲+79% Added · +304K sh | |
| 8 | Helix Energy Solutions Grp I COM | $12.8M | 1.30M | 5.0% | ▼−31% Reduced · −574K sh | |
| 9 | Saga Communications Inc CL A NEW | $10.1M | 863.8K | 3.9% | —Held | |
| 10 | Intrepid Potash Inc COM | $9.6M | 224.3K | 3.7% | ▼−75% Reduced · −690K sh | |
| 11 | Canterbury PK Hldg Corp COM | $6.9M | 445.6K | 2.7% | ▲~0% Added · +208 sh | |
| 12 | Peabody Energy Corp COM | $5.6M | 170.8K | 2.2% | ▼−72% Reduced · −439K sh | |
| 13 | Douglas Elliman Inc COM | $3.7M | 2.28M | 1.5% | ▲New New position | |
| 14 | Hooker Furnishings Corporati COM | $3.0M | 236.7K | 1.2% | ▲+8.1% Added · +18K sh | |
| 15 | Amrep Corp COM | $2.4M | 85.7K | 0.9% | ▼−15% Reduced · −15K sh | |
| 16 | Culp Inc COM | $2.0M | 731.3K | 0.8% | ▼−0.8% Reduced · −6K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.