Horrell Capital Management, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Horrell Capital Management, Inc. reported 228 stock positions worth $361.1 million. Its top holding was O'reilly Automotive (ORLY) at 6.4% of the portfolio, followed by Union Pacific (UNP, 5.8%) and Lennox International (LII, 4.0%). Compared with Q4 2023, it opened 11 new positions, sold out of 3, added to 75 and reduced 14. The biggest buy was a new position in Extreme Networks (EXTR) and the biggest sale Wix.com (WIX, shares −63%).

Most Recent 13F
Q2 2026
Location
LITTLE ROCK, AR
CIK
0001385925
Portfolio Value
$361.1M (Q1 2024)
SEC Filing
0001385925-24-000002 ↗ filed Apr 25, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $361.1M $361.1M Q1 2024 Q2 2024: $344.8M Q2 2024 Q3 2024: $335.6M Q3 2024 Q4 2024: $342.1M Q4 2024 Q1 2025: $239.2M Q1 2025 Q2 2025: $246.0M Q2 2025 Q3 2025: $237.7M Q3 2025 Q4 2025: $229.4M Q4 2025 Q1 2026: $219.5M Q1 2026 Q2 2026: $218.8M Q2 2026

Holdings 228 stocks · $361.1M
ORLY O'reilly Automotive Inc. 6.44% 20,584 $23.2M Add +0.5%
UNP Union Pacific Corp. 5.76% 84,640 $20.8M Add +0.5%
LII Lennox International Inc. 3.98% 29,371 $14.4M Add +0.5%
DDS Dillards Inc. Class A 3.84% 29,371 $13.9M Add +0.5%
AZO AutoZone Inc. 3.62% 4,149 $13.1M Add +0.5%
MUSA Murphy USA Inc. 3.41% 29,371 $12.3M Add +0.5%
JBHT Hunt (jb) Transprt SVCS Inc. 3.15% 57,143 $11.4M Add +0.3%
HD Home Depot Inc. 3.12% 29,371 $11.3M Add +0.5%
RGP Resources Connection Inc. 2.39% 655,000 $8.6M Add +45.6%
FDX FedEx Corp. 2.36% 29,389 $8.5M Add +0.5%
LOW Lowe's Cos Inc. 2.08% 29,517 $7.5M Add +0.5%
LMT Lockheed Martin Corp. 2.07% 16,436 $7.5M Add +0.5%
AMZN Amazon.com Inc. 1.82% 36,482 $6.6M Add +0.5%
LHX L3HARRIS Technologies Inc. 1.73% 29,371 $6.3M Add +0.5%
ZUO Zuora Inc. Class A 1.72% 680,000 $6.2M No change
TDC Teradata Corp. 1.71% 160,000 $6.2M Add +100.0%
JNPR Juniper Networks Inc. 1.61% 157,000 $5.8M Reduce -20.3%
NUE Nucor Corp. 1.61% 29,371 $5.8M Add +0.5%
CXM Sprinklr Inc. Class A 1.60% 471,000 $5.8M Add +40.2%
WMT Walmart Inc. 1.58% 94,743 $5.7M Add +0.5%
PEP Pepsico Inc. 1.48% 30,621 $5.4M Add +0.5%
OZK Bank Ozk 1.48% 117,734 $5.4M Add +0.5%
TGT Target Corp. 1.44% 29,371 $5.2M Add +0.5%
YEXT Yext Inc. 1.33% 797,800 $4.8M Add +87.7%
GDDY GoDaddy Inc. Class A 1.31% 40,000 $4.7M Reduce -41.2%
UPWK Upwork Inc. 1.29% 380,000 $4.7M Add +38.2%
DG Dollar General Corp. 1.27% 29,371 $4.6M Add +0.5%
UPS United Parcel Service Class B 1.21% 29,371 $4.4M Add +0.5%
ARCB Arcbest Corp. 1.16% 29,371 $4.2M Add +0.5%
YUM Yum! Brands Inc. 1.16% 30,121 $4.2M Add +0.5%
SCWX Secureworks Corp. Class A 1.08% 582,878 $3.9M Add +0.3%
DLTR Dollar Tree Inc. 1.08% 29,371 $3.9M Add +0.5%
EVBG Everbridge Inc. 1.06% 110,000 $3.8M Add +10.0%
EXTR Extreme Networks Inc. 1.05% 330,000 $3.8M New
WIX Wix.com Ltd. 1.03% 27,000 $3.7M Reduce -63.0%
BASE Couchbase Inc. 1.02% 140,000 $3.7M Reduce -30.0%
DXC DXC Technology Co. 1.00% 170,000 $3.6M Add +3.0%
BHE Benchmark Electronics Inc. 0.97% 117,254 $3.5M Reduce -50.6%
KR Kroger Co. 0.93% 58,742 $3.4M Add +0.5%
NSRGY Nestle SA-Spons ADR 0.86% 29,371 $3.1M Add +0.5%
ETR Entergy Corp. 0.86% 29,371 $3.1M Add +0.4%
CVLT Commvault Systems Inc. 0.86% 30,605 $3.1M Reduce -14.0%
HOMB Home Bancshares Inc. 0.80% 117,584 $2.9M Add +0.5%
ONTF ON24 Inc. 0.77% 387,196 $2.8M Add +32.5%
SBUX Starbucks Corp. 0.74% 29,371 $2.7M Add +0.5%
OMCL Omnicell Inc. 0.74% 91,000 $2.7M Add +82.0%
WKME Walkme Ltd. 0.72% 303,459 $2.6M Add +231.4%
CRH CRH PLC-Sponsored ADR 0.70% 29,371 $2.5M Add +0.5%
EHC Encompass Health Corp. 0.67% 29,371 $2.4M Add +0.5%
VMEO Vimeo Inc. 0.65% 578,270 $2.4M No change
KFY Korn Ferry 0.65% 35,900 $2.4M No change
EB Eventbrite Inc. Class A 0.61% 400,000 $2.2M New
FIS Fidelity National Info Serv 0.60% 29,371 $2.2M Add +0.4%
CBRL Cracker Barrel Old Country 0.59% 29,371 $2.1M Add +0.5%
PAMT Pamt Corp. filed as P A M TRANSN SVCS INC 0.53% 117,484 $1.9M Add +0.5%
CRMT America's Car-Mart Inc. 0.52% 29,371 $1.9M Add +0.5%
TMVWY Teamviewer SE - Unsp ADR 0.51% 250,000 $1.9M No change
TWLO Twilio Inc. Class A 0.51% 30,000 $1.8M Add +50.0%
TSN Tyson Foods Inc. Class A 0.49% 29,931 $1.8M Add +0.5%
AAPL Apple Inc. 0.42% 8,744 $1.5M Reduce -1.1%
EAT Brinker International Inc. 0.40% 29,371 $1.5M Add +0.5%
ABBNY Abb Ltd.-Spon ADR 0.38% 29,371 $1.4M Add +0.5%
BAX Baxter International Inc. 0.35% 29,371 $1.3M Add +0.5%
X United States Steel Corp. 0.33% 29,371 $1.2M Add +0.5%
ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP 0.32% 29,371 $1.1M Add +0.5%
SFNC Simmons First Natl Corp. Class A 0.32% 58,742 $1.1M Add +0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.32% 30,061 $1.1M Add +0.5%
CNNE Cannae Holdings Inc. 0.29% 47,900 $1.1M Reduce -0.0%
PPC Pilgrim's Pride Corp. 0.28% 29,371 $1.0M Add +0.5%
SMWB Similarweb Ltd. 0.27% 109,461 $985K Reduce -19.5%
IPG Interpublic Group of Cos Inc. 0.27% 29,371 $958K Add +0.5%
MSFT Microsoft Corp. 0.26% 2,211 $930K No change
WEST Westrock Coffee Co. 0.25% 86,571 $894K Add +2.5%
KLTR Kaltura Inc. 0.25% 660,181 $891K No change
CAG Conagra Brands Inc. 0.24% 29,371 $871K Add +0.5%
ADTH Adtheorent Holdings Co. Inc. 0.22% 252,850 $812K Reduce -28.9%
WBA Walgreens Boots Alliance Inc. 0.18% 29,871 $648K Add +0.5%
AVDX Avidxchange Holdings Inc. 0.16% 45,000 $592K Reduce -57.1%
GBTC Grayscale Bitcoin Trust ETF 0.15% 8,726 $551K No change
T AT&T Inc. 0.15% 30,371 $535K Reduce -5.8%
LAW CS Disco Inc. 0.14% 60,000 $488K No change
PTVE Pactiv Evergreen Inc. 0.12% 29,371 $421K Add +0.5%
GLD SPDR Gold Shares 0.11% 1,985 $408K No change
GT Goodyear Tire & Rubber Co. 0.11% 29,371 $403K Add +0.5%
XLE SS Energy Select Sector 0.11% 4,251 $401K No change
MDRX Veradigm Inc. 0.11% 50,000 $385K New
FNF Fidelity National Financial 0.10% 6,788 $360K No change
IWM iShares Russell 2000 ETF 0.09% 1,558 $328K Add +17.3%
CMRC Commerce.com Inc. filed as BIGCOMMERCE HLDGS INC 0.09% 45,000 $310K No change
DUN BRADST HLDG INC 0.08% 28,793 $289K No change
CUMMINS INC 0.07% 916 $270K No change
GEL Genesis Energy L.P. 0.07% 22,000 $245K No change
LUV Southwest Airlines Co. 0.07% 8,400 $245K No change
XLK SS Technology Select Sector 0.07% 1,169 $243K No change
XLF SS Financial Select Sector 0.07% 5,681 $239K No change
TBF Proshares Short 20+ Treasury 0.06% 10,000 $232K No change
ETHE Grayscale Ethereum Staking E 0.06% 7,967 $208K No change
NPO Enpro Inc. 0.05% 1,115 $188K No change
MSOS Advisorshares Pure US Cann 0.05% 17,401 $174K Add +78.5%
TMO Thermo Fisher Scientific Inc. 0.05% 300 $174K No change

Show all 228 holdings

Portfolio Sells Q4 2023 → Q1 2024
WIX Wix.com Ltd. Reduce -63.0% 1.03% −1.68
BHE Benchmark Electronics Inc. Reduce -50.6% 0.97% −1.00
GDDY GoDaddy Inc. Class A Reduce -41.2% 1.31% −0.86
BASE Couchbase Inc. Reduce -30.0% 1.02% −0.34
AVDX Avidxchange Holdings Inc. Reduce -57.1% 0.16% −0.23
PATH Uipath Inc. Class A Sold out 0.00% −0.22
JNPR Juniper Networks Inc. Reduce -20.3% 1.61% −0.14
IBEX Ibex Ltd. Sold out 0.00% −0.12
AAPL Apple Inc. Reduce -1.1% 0.42% −0.10
T AT&T Inc. Reduce -5.8% 0.15% −0.01
ETN Eaton Corp. PLC Reduce -21.2% 0.02% −0.00
EDGIO INC Reduce -97.5% 0.00% −0.00
UPST Upstart Holdings Inc. Sold out 0.00% −0.00
CVLT Commvault Systems Inc. Reduce -14.0% 0.86% +0.00
CNNE Cannae Holdings Inc. Reduce -0.0% 0.29% +0.01
SMWB Similarweb Ltd. Reduce -19.5% 0.27% +0.05
ADTH Adtheorent Holdings Co. Inc. Reduce -28.9% 0.22% +0.07

Portfolio Buys Q4 2023 → Q1 2024
EXTR Extreme Networks Inc. New 1.05% +1.05
TDC Teradata Corp. Add +100.0% 1.71% +0.67
EB Eventbrite Inc. Class A New 0.61% +0.61
YEXT Yext Inc. Add +87.7% 1.33% +0.58
ORLY O'reilly Automotive Inc. Add +0.5% 6.44% +0.58
RGP Resources Connection Inc. Add +45.6% 2.39% +0.47
WKME Walkme Ltd. Add +231.4% 0.72% +0.43
AZO AutoZone Inc. Add +0.5% 3.62% +0.41
CXM Sprinklr Inc. Class A Add +40.2% 1.60% +0.38
EVBG Everbridge Inc. Add +10.0% 1.06% +0.33
DDS Dillards Inc. Class A Add +0.5% 3.84% +0.28
MUSA Murphy USA Inc. Add +0.5% 3.41% +0.27
TGT Target Corp. Add +0.5% 1.44% +0.19
OMCL Omnicell Inc. Add +82.0% 0.74% +0.17
AMZN Amazon.com Inc. Add +0.5% 1.82% +0.16
FDX FedEx Corp. Add +0.5% 2.36% +0.13
KR Kroger Co. Add +0.5% 0.93% +0.12
LOW Lowe's Cos Inc. Add +0.5% 2.08% +0.12
MDRX Veradigm Inc. New 0.11% +0.11
ARCB Arcbest Corp. Add +0.5% 1.16% +0.10
CRH CRH PLC-Sponsored ADR Add +0.5% 0.70% +0.09
WMT Walmart Inc. Add +0.5% 1.58% +0.09
EHC Encompass Health Corp. Add +0.5% 0.67% +0.08
NUE Nucor Corp. Add +0.5% 1.61% +0.08
FIS Fidelity National Info Serv Add +0.4% 0.60% +0.07
DG Dollar General Corp. Add +0.5% 1.27% +0.07
ONTF ON24 Inc. Add +32.5% 0.77% +0.07
HD Home Depot Inc. Add +0.5% 3.12% +0.07
UPWK Upwork Inc. Add +38.2% 1.29% +0.06
TWLO Twilio Inc. Class A Add +50.0% 0.51% +0.05
LII Lennox International Inc. Add +0.5% 3.98% +0.04
PPC Pilgrim's Pride Corp. Add +0.5% 0.28% +0.04
ONT Onterris Inc. Add +0.5% 0.32% +0.04
MSOS Advisorshares Pure US Cann Add +78.5% 0.05% +0.03
ABBNY Abb Ltd.-Spon ADR Add +0.5% 0.38% +0.03
EAT Brinker International Inc. Add +0.5% 0.40% +0.02
WBD Warner Bros Discovery Inc. New 0.01% +0.01
BAC Bank of America Corp. Add +0.5% 0.32% +0.01
IWM iShares Russell 2000 ETF Add +17.3% 0.09% +0.01
DGRO iShares Core Dividend Growth New 0.01% +0.01
BAX Baxter International Inc. Add +0.5% 0.35% +0.01
TSN Tyson Foods Inc. Class A Add +0.5% 0.49% +0.00
NVDA Nvidia Corp. Add +166.7% 0.00% +0.00
NVO Novo-Nordisk A/S-Spons ADR New 0.00% +0.00
CYH Community Health Systems Inc. Add +0.5% 0.03% +0.00
VZ Verizon Communications Inc. Add +0.3% 0.04% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.6% 0.03% +0.00
ANET Arista Networks Inc. Add +75.0% 0.00% +0.00
CRWD CrowdStrike Holdings Inc. Class A New 0.00% +0.00
DJT Trump Media & Technology Gro New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 196$218.8MORLY, UNP, JBHT, FDX, LII
Q1 2026 194$219.5MORLY, UNP, DDS, JBHT, MUSA
Q4 2025 192$229.4MORLY, UNP, DDS, LII, AZO
Q3 2025 196$237.7MORLY, UNP, DDS, AZO, LII
Q2 2025 185$246.0MORLY, UNP, LII, AZO, DDS
Q1 2025 178$239.2MORLY, UNP, LII, AZO, MUSA
Q4 2024 212$342.1MORLY, UNP, LII, MUSA, AZO
Q3 2024 215$335.6MORLY, UNP, LII, MUSA, AZO
Q2 2024 223$344.8MORLY, UNP, LII, MUSA, DDS
Q1 2024 228$361.1MORLY, UNP, LII, DDS, AZO