Horrell Capital Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$219.5M
Q ending 2026-03-31
Prior quarter
$229.4M
Q ending 2025-12-31
Change
-4.3% QoQ · -8.3% YoY
Positions
194
reported holdings
Largest positions
Top 100 of 194 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Oreilly Automotive, Inc | ORLY | Shares | $21.7M | 235K |
| Union Pac Corp | UNP | Shares | $15.6M | 64K |
| Dillard'S Inc | DDS | Shares | $12.8M | 22K |
| Hunt J B Trans Svcs Inc | JBHT | Shares | $11.6M | 55K |
| Murphy Usa Inc | MUSA | Shares | $11.0M | 22K |
| Autozone Inc | AZO | Shares | $10.7M | 3K |
| Lennox Intl Inc | LII | Shares | $10.4M | 22K |
| Wal-Mart Stores Inc | WMT | Shares | $9.2M | 74K |
| Fedex Corp | FDX | Shares | $8.0M | 22K |
| L3Harris Technologies | LHX | Shares | $7.7M | 22K |
| Lockheed Martin Corp | LMT | Shares | $7.6M | 12K |
| Home Depot Inc | HD | Shares | $7.3M | 22K |
| Amazon Com Inc | AMZN | Shares | $5.9M | 28K |
| Lowes Cos Inc | LOW | Shares | $5.3M | 22K |
| Entergy Corp New | ETR | Shares | $5.0M | 45K |
| Bank Ozk | OZK | Shares | $4.1M | 90K |
| Nucor Corp | NUE | Shares | $3.8M | 22K |
| Pepsico Inc | PEP | Shares | $3.6M | 23K |
| Yum Brands Inc | YUM | Shares | $3.6M | 23K |
| Kroger Co | KR | Shares | $3.2M | 45K |
| Brinker Intl Inc | EAT | Shares | $3.2M | 22K |
| Target Corp | TGT | Shares | $2.7M | 22K |
| Dollar Gen Corp New | DG | Shares | $2.7M | 22K |
| Dollar Tree Inc | DLTR | Shares | $2.4M | 22K |
| Home Bancshares Inc | HOMB | Shares | $2.4M | 89K |
| Crh Plc | Shares | $2.3M | 22K | |
| United Parcel Service Inc | UPS | Shares | $2.2M | 22K |
| Arcbest Corp | ARCB | Shares | $2.2M | 22K |
| Nestle Sa | NSRGY | Shares | $2.2M | 22K |
| Encompass Health Corp | EHC | Shares | $2.2M | 22K |
| Starbucks Corp | SBUX | Shares | $2.0M | 22K |
| Apple Inc | AAPL | Shares | $1.9M | 8K |
| Abb Ltd | ABBNY | Shares | $1.8M | 22K |
| Tyson Foods Inc | TSN | Shares | $1.5M | 23K |
| Fidelity Natl Information Sv | FIS | Shares | $1.0M | 22K |
| Simmons 1St Natl Corp | SFNC | Shares | $869K | 45K |
| Pilgrims Pride Corp | PPC | Shares | $843K | 22K |
| Microsoft Corp | MSFT | Shares | $805K | 2K |
| Ishares Tr | IWM | Shares | $799K | 3K |
| P A M Transn Svcs Inc | PAMT | Shares | $757K | 90K |
| Westrock Coffee Co | WEST | Shares | $686K | 161K |
| At&T Inc | T | Shares | $677K | 23K |
| Cracker Barrel Old Ctry Stor | CBRL | Shares | $628K | 22K |
| Omnicom Group Inc | OMC | Shares | $579K | 8K |
| Cannae Hldgs Inc | CNNE | Shares | $500K | 44K |
| Montrose Environmental Group | ONT | Shares | $489K | 22K |
| Grayscale Bitcoin Tr Btc | GBTC | Shares | $452K | 9K |
| Cummins Inc | Shares | $404K | 750 | |
| Genesis Energy L P | GEL | Shares | $392K | 22K |
| State Street Energy Slct Spdr Etf | XLE | Shares | $381K | 6K |
| Spdr Gold Tr | GLD | Shares | $379K | 881 |
| Southwest Airls Co | LUV | Shares | $376K | 10K |
| Conagra Brands Inc | CAG | Shares | $351K | 22K |
| State Treet Tec Slct Spdr Etf | XLK | Shares | $291K | 2K |
| Fidelity National Financial | FNF | Shares | $288K | 6K |
| Steel Dynamics Inc Etf | STLD | Shares | $288K | 2K |
| State Street Finl Slct Spdr Etf | XLF | Shares | $288K | 6K |
| Americas Car Mart Inc | CRMT | Shares | $284K | 22K |
| Enpro Inds Inc | NPO | Shares | $279K | 1K |
| Proshares Tr | TBF | Shares | $242K | 10K |
| Fundstrat Granny Sht Us | GRNY | Shares | $236K | 10K |
| Qualcomm Inc | QCOM | Shares | $221K | 2K |
| Ishares Tr | IWF | Shares | $192K | 450 |
| Gildan Activewear In | GIL | Shares | $182K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $166K | 287 |
| Jpmorgan Chase & Co | JPM | Shares | $161K | 547 |
| Invesco S&P 500 Equal Weight | RSP | Shares | $157K | 63 |
| Goodyear Tire Rubber | GT | Shares | $148K | 22K |
| Thermo Fisher Scientific Inc | TMO | Shares | $147K | 300 |
| Exxon Mobil Corp | XOM | Shares | $146K | 858 |
| Advisorshares Pure Us Cannabis | MSOS | Shares | $145K | 43K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $142K | 219 |
| Caterpillar Inc Del | CAT | Shares | $142K | 200 |
| Blacksky Technology Inc | Shares | $142K | 6K | |
| Spdr S&P Regional | KRE | Shares | $138K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $135K | 160 |
| Nippon Steel Corp Adr F | NPSCY | Shares | $135K | 37K |
| Ishares Tr | IJK | Shares | $123K | 1K |
| Grayscale Ethereum Com | ETHE | Shares | $116K | 7K |
| Alerus Finl Corp | ALRS | Shares | $105K | 4K |
| State Street Indstl Slct Spdr Etf | XLI | Shares | $105K | 650 |
| Norfolk Southn Corp | NSC | Shares | $104K | 362 |
| Johnson & Johnson | JNJ | Shares | $104K | 425 |
| Tesla Inc | TSLA | Shares | $104K | 279 |
| Honeywell Intl Inc | HONGBP | Shares | $102K | 450 |
| Proctor & Gamble Co | PG | Shares | $100K | 689 |
| Morgan Stanley | MS | Shares | $96K | 583 |
| Enterprise Prods Partners L | EPD | Shares | $95K | 3K |
| Eaton Corp Plc | Shares | $93K | 260 | |
| Abbvie Inc | Shares | $89K | 410 | |
| Ishares Bitcoin Etf | IBIT | Shares | $87K | 2K |
| Ge Aerospace | GE | Shares | $71K | 250 |
| Community Health Sys Inc New | CYH | Shares | $66K | 22K |
| Bitmine Immersion Technology | BMNR | Shares | $64K | 3K |
| Grayscale Bitcoin Mini | BTC | Shares | $63K | 2K |
| Lululemon Athletica | LULU | Shares | $63K | 412 |
| Vanguard Dividend Appreciation | VIG | Shares | $59K | 274 |
| Duke Energy Corp New | DUK | Shares | $59K | 450 |
| Sempra Energy | SRE | Shares | $58K | 600 |
| Archer Daniels Midland Co | ADM | Shares | $58K | 800 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.