Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Horrell Capital Management, Inc. (CIK 1385925) reported $218.8M across 191 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ORLY ($19.5M, 8.92%), UNP ($15.8M, 7.22%), JBHT ($15.7M, 7.16%), FDX ($12.6M, 5.77%), LII ($11.5M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTOMOTIVE, INC | $19.5M | 8.92% | 211,910 | Trimmed |
| 2 | UNP | UNION PAC CORP | $15.8M | 7.22% | 58,095 | Trimmed |
| 3 | JBHT | HUNT J B TRANS SVCS INC | $15.7M | 7.16% | 54,131 | Trimmed |
| 4 | FDX | FEDEX CORP | $12.6M | 5.77% | 40,326 | Added |
| 5 | LII | LENNOX INTL INC | $11.5M | 5.28% | 20,154 | Trimmed |
| 6 | MUSA | MURPHY USA INC | $10.9M | 4.96% | 20,154 | Trimmed |
| 7 | DDS | DILLARD'S INC | $10.6M | 4.87% | 20,154 | Trimmed |
| 8 | AZO | AUTOZONE INC | $9.1M | 4.18% | 2,860 | Trimmed |
| 9 | WMT | WAL-MART STORES INC | $7.6M | 3.49% | 67,392 | Trimmed |
| 10 | HD | HOME DEPOT INC | $7.1M | 3.25% | 20,154 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $6.1M | 2.78% | 25,534 | Trimmed |
| 12 | LHX | L3HARRIS TECHNOLOGIES | $5.9M | 2.68% | 20,154 | Trimmed |
| 13 | LMT | LOCKHEED MARTIN CORP | $5.7M | 2.63% | 11,276 | Trimmed |
| 14 | ETR | ENTERGY CORP NEW | $4.6M | 2.12% | 40,368 | Trimmed |
| 15 | NUE | NUCOR CORP | $4.5M | 2.06% | 20,264 | Trimmed |
| 16 | LOW | LOWES COS INC | $4.5M | 2.05% | 20,300 | Trimmed |
| 17 | OZK | BANK OZK | $4.2M | 1.93% | 80,866 | Trimmed |
| 18 | EAT | BRINKER INTL INC | $3.4M | 1.55% | 20,154 | Trimmed |
| 19 | YUM | YUM BRANDS INC | $3.3M | 1.52% | 20,864 | Trimmed |
| 20 | ARCB | ARCBEST CORP | $2.9M | 1.32% | 20,154 | Trimmed |
| 21 | PEP | PEPSICO INC | $2.9M | 1.31% | 21,218 | Trimmed |
| 22 | TGT | TARGET CORP | $2.6M | 1.20% | 20,154 | Trimmed |
| 23 | DLTR | DOLLAR TREE INC | $2.4M | 1.11% | 20,154 | Trimmed |
| 24 | DG | DOLLAR GEN CORP NEW | $2.3M | 1.06% | 20,154 | Trimmed |
| 25 | HOMB | HOME BANCSHARES INC | $2.3M | 1.05% | 80,716 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30