Horrell Capital Management, Inc. holds a focused book of 196 stocks worth $218.8M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Fedex Freight Holding Co Inc and trimmed O'reilly Automotive Inc. Their largest long position is O'reilly Automotive Inc at 9% of the equity book.
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Use Arkolith to show Horrell Capital Management, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% 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 | Oreilly Automotive, Inc COM | $19.5M | 211.9K | 8.9% | ▼−9.8% Reduced · −23K sh | |
| 2 | Union Pac Corp COM | $15.8M | 58.1K | 7.2% | ▼−9.8% Reduced · −6K sh | |
| 3 | Hunt J B Trans Svcs Inc COM | $15.7M | 54.1K | 7.2% | ▼−1.4% Reduced · −784 sh | |
| 4 | Fedex Corp COM | $12.6M | 40.3K | 5.8% | ▲+80% Added · +18K sh | |
| 5 | Lennox Intl Inc COM | $11.5M | 20.2K | 5.3% | ▼−9.8% Reduced · −2K sh | |
| 6 | Murphy USA Inc COM | $10.9M | 20.2K | 5.0% | ▼−9.8% Reduced · −2K sh | |
| 7 | Dillard's Inc CL A | $10.6M | 20.2K | 4.9% | ▼−9.8% Reduced · −2K sh | |
| 8 | Autozone Inc COM | $9.1M | 2.9K | 4.2% | ▼−9.7% Reduced · −306 sh | |
| 9 | Wal-Mart Stores Inc COM | $7.6M | 67.4K | 3.5% | ▼−8.8% Reduced · −7K sh | |
| 10 | Home Depot Inc COM | $7.1M | 20.2K | 3.2% | ▼−9.8% Reduced · −2K sh | |
| 11 | Amazon Com Inc COM | $6.1M | 25.5K | 2.8% | ▼−9.3% Reduced · −3K sh | |
| 12 | L3harris Technologies COM | $5.9M | 20.2K | 2.7% | ▼−9.8% Reduced · −2K sh | |
| 13 | Lockheed Martin Corp COM | $5.7M | 11.3K | 2.6% | ▼−9.8% Reduced · −1K sh | |
| 14 | Entergy Corp New COM | $4.6M | 40.4K | 2.1% | ▼−9.8% Reduced · −4K sh | |
| 15 | Nucor Corp COM | $4.5M | 20.3K | 2.1% | ▼−9.7% Reduced · −2K sh | |
| 16 | Lowes Cos Inc COM | $4.5M | 20.3K | 2.0% | ▼−9.7% Reduced · −2K sh | |
| 17 | Bank Ozk COM | $4.2M | 80.9K | 1.9% | ▼−9.7% Reduced · −9K sh | |
| 18 | Brinker Intl Inc COM | $3.4M | 20.2K | 1.5% | ▼−9.8% Reduced · −2K sh | |
| 19 | Yum Brands Inc COM | $3.3M | 20.9K | 1.5% | ▼−9.5% Reduced · −2K sh | |
| 20 | Arcbest Corp COM | $2.9M | 20.2K | 1.3% | ▼−9.8% Reduced · −2K sh | |
| 21 | Pepsico Inc COM | $2.9M | 21.2K | 1.3% | ▼−9.3% Reduced · −2K sh | |
| 22 | Target Corp COM | $2.6M | 20.2K | 1.2% | ▼−9.8% Reduced · −2K sh | |
| 23 | Dollar Tree Inc COM | $2.4M | 20.2K | 1.1% | ▼−9.8% Reduced · −2K sh | |
| 24 | Dollar Gen Corp New COM | $2.3M | 20.2K | 1.1% | ▼−9.8% Reduced · −2K sh | |
| 25 | Home Bancshares Inc COM | $2.3M | 80.7K | 1.1% | ▼−9.8% Reduced · −9K sh | |
| 26 | Kroger Co COM | $2.2M | 40.3K | 1.0% | ▼−9.8% Reduced · −4K sh | |
| 27 | Apple Inc COM | $2.2M | 7.6K | 1.0% | ▼−0.7% Reduced · −50 sh | |
| 28 | Abb Ltd SPONSERED ADR | $2.2M | 20.2K | 1.0% | ▼−9.8% Reduced · −2K sh | |
| 29 | United Parcel Service Inc CL B | $2.2M | 20.2K | 1.0% | ▼−9.8% Reduced · −2K sh | |
| 30 | CRH PLC ADR | $2.2M | 20.2K | 1.0% | ▼−9.8% Reduced · −2K sh | |
| 31 | Nestle Sa REG ORD | $2.1M | 20.2K | 0.9% | ▼−9.8% Reduced · −2K sh | |
| 32 | Starbucks Corp COM | $2.1M | 20.2K | 0.9% | ▼−9.8% Reduced · −2K sh | |
| 33 | Encompass Health Corp COM | $2.0M | 20.2K | 0.9% | ▼−9.8% Reduced · −2K sh | |
| 34 | Fedex Freight Holding Co Inc COM | $1.5M | 10.1K | 0.7% | ▲New New position | |
| 35 | Westrock Coffee Co COM | $1.3M | 158.5K | 0.6% | ▼−1.7% Reduced · −3K sh | |
| 36 | Tyson Foods Inc CL A | $1.2M | 20.8K | 0.5% | ▼−9.5% Reduced · −2K sh | |
| 37 | P A M Transn Svcs Inc COM | $1.1M | 80.8K | 0.5% | ▼−9.8% Reduced · −9K sh | |
| 38 | Cracker Barrel Old Ctry Stor COM | $1.1M | 20.2K | 0.5% | ▼−9.8% Reduced · −2K sh | |
| 39 | Ishares TR RUSSELL 2000 ETF | $968K | 3.2K | 0.4% | —Held | |
| 40 | Simmons 1ST Natl Corp CL A $1 PAR | $913K | 40.3K | 0.4% | ▼−9.8% Reduced · −4K sh | |
| 41 | Microsoft Corp COM | $897K | 2.4K | 0.4% | ▲+11% Added · +229 sh | |
| 42 | Fidelity Natl Information SV COM | $784K | 20.2K | 0.4% | ▼−9.8% Reduced · −2K sh | |
| 43 | Cannae Hldgs Inc COM | $605K | 42.0K | 0.3% | ▼−4.4% Reduced · −2K sh | |
| 44 | Pilgrims Pride Corp COM | $567K | 20.2K | 0.3% | ▼−9.8% Reduced · −2K sh | |
| 45 | Cummins Inc COM | $535K | 750 | 0.2% | —Held | |
| 46 | Southwest Airls Co COM | $506K | 9.8K | 0.2% | ▼−1.5% Reduced · −150 sh | |
| 47 | Omnicom Group Inc COM | $506K | 6.9K | 0.2% | ▼−9.6% Reduced · −742 sh | |
| 48 | AT&T Inc COM | $438K | 21.2K | 0.2% | ▼−9.3% Reduced · −2K sh | |
| 49 | Enpro Inds Inc COM | $420K | 1.1K | 0.2% | —Held | |
| 50 | State Treet Tec SLCT SPDR ETF TECHNOLOGY | $417K | 2.2K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 196 | $218.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 194 | $219.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 192 | $229.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 196 | $237.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 185 | $246.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 178 | $239.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 212 | $342.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 215 | $335.6M | 13F-HR |
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.