Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

GATE CITY CAPITAL MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

GATE CITY CAPITAL MANAGEMENT, LLC (CIK 1705447) reported $385.8M across 17 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: EVC ($93.3M, 24.19%), ALCO ($53.5M, 13.87%), HOG ($48.3M, 12.51%), BTU ($34.7M, 9.00%), MOS ($27.5M, 7.14%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1EVCENTRAVISION COMMUNICATIONS C$93.3M24.19%7.2MTrimmed
2ALCOALICO INC$53.5M13.87%1.3MAdded
3HOGHARLEY DAVIDSON INC$48.3M12.51%2.0MTrimmed
4BTUPEABODY ENERGY CORP$34.7M9.00%1.5MAdded
5MOSMOSAIC CO$27.5M7.14%1.3MNew
6JAKKJAKKS PAC INC$24.6M6.38%1.1MAdded
7IMKTAINGLES MKTS INC$19.6M5.08%221,399Hold
8SEGSEAPORT ENTMT GROUP INC$19.2M4.99%723,248Added
9KELYAKELLY SVCS INC$15.1M3.91%1.2MNew
10CLWCLEARWATER PAPER CORP$14.7M3.81%938,496New
11IPIINTREPID POTASH INC$8.0M2.08%244,258Added
12SGASAGA COMMUNICATIONS INC$7.8M2.03%863,845Hold
13CPHCCANTERBURY PK HLDG CORP$7.4M1.91%468,430Added
14HTLDHEARTLAND EXPRESS INC$4.9M1.26%320,299Trimmed
15DOUGDOUGLAS ELLIMAN INC$3.8M0.98%2.1MTrimmed
16CULPCULP INC$1.9M0.50%625,539Trimmed
17AXRAMREP CORP$1.3M0.35%52,915Trimmed
18HLXHELIX ENERGY SOLUTIONS GRP I$00.00%0Exited
19HOFTHOOKER FURNISHINGS CORPORATI$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30