Horrell Capital Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Horrell Capital Management, Inc. reported 212 stock positions worth $342.1 million. Its top holding was O'reilly Automotive (ORLY) at 6.5% of the portfolio, followed by Union Pacific (UNP, 5.1%) and Lennox International (LII, 4.7%). Compared with Q3 2024, it opened 16 new positions, sold out of 19, added to 72 and reduced 24. The biggest buy was a new position in Informatica Class A (INFA) and the biggest sale an exit from Couchbase (BASE).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001385925
- Portfolio Value
- $342.1M (Q4 2024)
- SEC Filing
- 0001385925-25-000001 ↗ filed Feb 11, 2025
Holdings Value
Holdings 212 stocks · $342.1M
| ORLY O'reilly Automotive Inc. | 6.48% | 18,684 | $22.2M | Add +0.3% |
| UNP Union Pacific Corp. | 5.12% | 76,824 | $17.5M | Add +0.3% |
| LII Lennox International Inc. | 4.75% | 26,657 | $16.2M | Add +0.3% |
| MUSA Murphy USA Inc. | 3.91% | 26,657 | $13.4M | Add +0.3% |
| AZO AutoZone Inc. | 3.53% | 3,770 | $12.1M | Add +0.3% |
| DDS Dillards Inc. Class A | 3.36% | 26,657 | $11.5M | Add +0.3% |
| HD Home Depot Inc. | 3.03% | 26,657 | $10.4M | Add +0.3% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 2.82% | 56,566 | $9.7M | Add +0.1% |
| RGP Resources Connection Inc. | 2.64% | 1,060,000 | $9.0M | Add +30.1% |
| UPWK Upwork Inc. | 2.58% | 540,000 | $8.8M | No change |
| WMT Walmart Inc. | 2.29% | 86,603 | $7.8M | Add +0.3% |
| FDX FedEx Corp. | 2.19% | 26,675 | $7.5M | Add +0.3% |
| AMZN Amazon.com Inc. | 2.14% | 33,295 | $7.3M | Add +0.3% |
| LMT Lockheed Martin Corp. | 2.12% | 14,917 | $7.2M | Add +0.3% |
| LOW Lowe's Cos Inc. | 1.93% | 26,803 | $6.6M | Add +0.3% |
| GDDY GoDaddy Inc. Class A | 1.73% | 30,000 | $5.9M | No change |
| LHX L3HARRIS Technologies Inc. | 1.64% | 26,657 | $5.6M | Add +0.3% |
| ZUO Zuora Inc. Class A | 1.64% | 565,000 | $5.6M | No change |
| TDC Teradata Corp. | 1.59% | 175,000 | $5.5M | Reduce -16.7% |
| TWLO Twilio Inc. Class A | 1.58% | 50,000 | $5.4M | No change |
| DAVA Endava PLC- Spon ADR | 1.53% | 169,000 | $5.2M | Add +12.7% |
| YEXT Yext Inc. | 1.50% | 807,800 | $5.1M | Reduce -13.4% |
| EXTR Extreme Networks Inc. | 1.49% | 305,000 | $5.1M | Reduce -33.7% |
| OZK Bank Ozk | 1.39% | 106,878 | $4.8M | Add +0.3% |
| FIVN FIVE9 Inc. | 1.37% | 115,000 | $4.7M | No change |
| PATH Uipath Inc. Class A | 1.36% | 365,000 | $4.6M | Add +25.9% |
| GTM Zoominfo Technologies Inc. | 1.34% | 435,000 | $4.6M | Add +19.2% |
| INFA Informatica Inc. Class A | 1.29% | 170,000 | $4.4M | New |
| WIX Wix.com Ltd. | 1.25% | 20,000 | $4.3M | No change |
| PEP Pepsico Inc. | 1.24% | 27,872 | $4.2M | Add +0.1% |
| ETR Entergy Corp. | 1.18% | 53,298 | $4.0M | Add +0.1% |
| YUM Yum! Brands Inc. | 1.07% | 27,367 | $3.7M | Add +0.1% |
| TGT Target Corp. | 1.05% | 26,657 | $3.6M | Add +0.3% |
| EAT Brinker International Inc. | 1.03% | 26,657 | $3.5M | Add +0.3% |
| UPS United Parcel Service Class B | 0.98% | 26,657 | $3.4M | Add +0.3% |
| VMEO Vimeo Inc. | 0.98% | 525,000 | $3.4M | No change |
| KR Kroger Co. | 0.95% | 53,314 | $3.3M | Add +0.3% |
| NUE Nucor Corp. | 0.91% | 26,657 | $3.1M | Add +0.3% |
| CXM Sprinklr Inc. Class A | 0.89% | 360,000 | $3.0M | Reduce -47.5% |
| HOMB Home Bancshares Inc. | 0.88% | 106,728 | $3.0M | Add +0.3% |
| AVDX Avidxchange Holdings Inc. | 0.83% | 275,000 | $2.8M | No change |
| SCWX Secureworks Corp. Class A | 0.76% | 306,731 | $2.6M | Reduce -47.4% |
| ONTF ON24 Inc. | 0.74% | 394,196 | $2.5M | Add +15.9% |
| ARCB Arcbest Corp. | 0.73% | 26,657 | $2.5M | Add +0.3% |
| CRH CRH PLC-Sponsored ADR | 0.72% | 26,657 | $2.5M | Add +0.3% |
| EHC Encompass Health Corp. | 0.72% | 26,657 | $2.5M | Add +0.3% |
| TIXT Telus International Cda Inc. | 0.72% | 625,000 | $2.5M | Add +8.7% |
| SBUX Starbucks Corp. | 0.71% | 26,657 | $2.4M | Add +0.3% |
| KFY Korn Ferry | 0.71% | 35,900 | $2.4M | No change |
| NSRGY Nestle SA-Spons ADR | 0.64% | 26,657 | $2.2M | Add +0.3% |
| FIS Fidelity National Info Serv | 0.63% | 26,657 | $2.2M | Add +0.3% |
| DG Dollar General Corp. | 0.59% | 26,657 | $2.0M | Add +0.3% |
| DLTR Dollar Tree Inc. | 0.58% | 26,657 | $2.0M | Add +0.3% |
| IAS Integral Ad Science Holding | 0.58% | 190,000 | $2.0M | Add +26.7% |
| AAPL Apple Inc. | 0.57% | 7,846 | $2.0M | Reduce -1.3% |
| AMPL Amplitude Inc. Class A | 0.55% | 178,000 | $1.9M | No change |
| PAMT Pamt Corp. | 0.51% | 106,828 | $1.8M | Add +0.5% |
| TSN Tyson Foods Inc. Class A | 0.46% | 27,232 | $1.6M | Add +0.3% |
| ABBNY Abb Ltd.-Spon ADR | 0.42% | 26,657 | $1.4M | Add +0.3% |
| CBRL Cracker Barrel Old Country | 0.41% | 26,657 | $1.4M | Add +0.3% |
| CRMT America's Car-Mart Inc. | 0.40% | 26,657 | $1.4M | Add +0.3% |
| PPC Pilgrim's Pride Corp. | 0.35% | 26,657 | $1.2M | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 27,347 | $1.2M | Add +0.3% |
| SFNC Simmons First Natl Corp. Class A | 0.35% | 53,314 | $1.2M | Add +0.3% |
| KLTR Kaltura Inc. | 0.28% | 435,181 | $957K | Reduce -35.4% |
| MSFT Microsoft Corp. | 0.27% | 2,211 | $932K | No change |
| X United States Steel Corp. | 0.26% | 26,657 | $906K | Add +0.3% |
| CNNE Cannae Holdings Inc. | 0.26% | 43,950 | $873K | Reduce -1.8% |
| BAX Baxter International Inc. | 0.23% | 26,657 | $777K | Add +0.3% |
| IPG Interpublic Group of Cos Inc. | 0.22% | 26,657 | $747K | Add +0.3% |
| WEST Westrock Coffee Co. | 0.22% | 115,665 | $743K | Add +31.5% |
| CAG Conagra Brands Inc. | 0.22% | 26,657 | $740K | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.19% | 2,982 | $659K | Add +71.9% |
| GBTC Grayscale Bitcoin Trust ETF | 0.19% | 8,658 | $641K | Reduce -1.0% |
| T AT&T Inc. | 0.18% | 27,657 | $630K | Add +0.3% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.14% | 26,657 | $494K | Add +0.3% |
| PTVE Pactiv Evergreen Inc. | 0.14% | 26,657 | $466K | Add +0.3% |
| LUV Southwest Airlines Co. | 0.12% | 11,900 | $400K | No change |
| GLD SPDR Gold Shares | 0.11% | 1,485 | $360K | Reduce -25.2% |
| DUN BRADST HLDG INC | 0.10% | 28,793 | $359K | No change |
| FNF Fidelity National Financial | 0.10% | 6,363 | $357K | No change |
| CUMMINS INC | 0.09% | 916 | $319K | No change |
| XLF SS Financial Select Sector | 0.08% | 5,872 | $284K | Add +3.4% |
| XLK SS Technology Select Sector | 0.08% | 1,169 | $272K | No change |
| XLE SS Energy Select Sector | 0.08% | 3,162 | $271K | Reduce -24.5% |
| TBF Proshares Short 20+ Treasury | 0.07% | 10,000 | $246K | No change |
| GT Goodyear Tire & Rubber Co. | 0.07% | 26,657 | $240K | Add +0.3% |
| GEL Genesis Energy L.P. | 0.06% | 22,000 | $222K | No change |
| NPO Enpro Inc. | 0.06% | 1,115 | $192K | No change |
| ETHE Grayscale Ethereum Staking E | 0.06% | 6,797 | $190K | Reduce -14.6% |
| IWF iShares Russell 1000 Growth | 0.05% | 450 | $181K | No change |
| STLD Steel Dynamics Inc. | 0.05% | 1,400 | $160K | No change |
| LULU Lululemon Athletica Inc. | 0.05% | 414 | $158K | Add +0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 300 | $156K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 287 | $147K | Reduce -14.8% |
| JPM JPMorgan Chase & Co. | 0.04% | 547 | $131K | No change |
| KRE SS SPDR S&P Regional Bank | 0.04% | 2,137 | $129K | New |
| PG The Procter & Gamble Co. | 0.03% | 668 | $112K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.03% | 1,220 | $111K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 190 | $111K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BASE Couchbase Inc. | Sold out | 0.00% | −1.10 |
| SCWX Secureworks Corp. Class A | Reduce -47.4% | 0.76% | −0.78 |
| CXM Sprinklr Inc. Class A | Reduce -47.5% | 0.89% | −0.69 |
| EXTR Extreme Networks Inc. | Reduce -33.7% | 1.49% | −0.57 |
| YEXT Yext Inc. | Reduce -13.4% | 1.50% | −0.42 |
| TDC Teradata Corp. | Reduce -16.7% | 1.59% | −0.30 |
| EB Eventbrite Inc. Class A | Sold out | 0.00% | −0.19 |
| CMRC Commerce.com Inc. | Sold out | 0.00% | −0.13 |
| CADE Cadence Bank | Sold out | 0.00% | −0.05 |
| GLD SPDR Gold Shares | Reduce -25.2% | 0.11% | −0.04 |
| MSOS Advisorshares Pure US Cann | Reduce -17.7% | 0.03% | −0.03 |
| XLE SS Energy Select Sector | Reduce -24.5% | 0.08% | −0.03 |
| ALIT Alight Inc. Class A | Sold out | 0.00% | −0.02 |
| SPHB Invesco S&P 500 High Beta Et | Sold out | 0.00% | −0.02 |
| OIH Vaneck Oil Services ETF | Reduce -98.2% | 0.00% | −0.01 |
| GE General Electric Company | Sold out | 0.00% | −0.01 |
| SLV iShares Silver Trust | Reduce -89.3% | 0.00% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -59.6% | 0.01% | −0.01 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.01 |
| XLB SS Materials Select Sector | Reduce -31.6% | 0.01% | −0.01 |
| KHC The Kraft Heinz Co. | Reduce -48.0% | 0.01% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -4.7% | 0.03% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.8% | 0.04% | −0.01 |
| JNJ Johnson & Johnson | Reduce -8.3% | 0.02% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -13.6% | 0.01% | −0.00 |
| EPRF Innovator Etfs TR II | Reduce -16.9% | 0.01% | −0.00 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.00 |
| TSNDF Terrascend Corp. | Sold out | 0.00% | −0.00 |
| EMR Emerson Electric Co. | Reduce -23.1% | 0.01% | −0.00 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.00 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.00 |
| CURLF Curaleaf Holdings Inc. | Sold out | 0.00% | −0.00 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.00 |
| ON On Semiconductor | Sold out | 0.00% | −0.00 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.00 |
| TRLV Trulieve Cannabis Corp. | Sold out | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.00 |
| CNNE Cannae Holdings Inc. | Reduce -1.8% | 0.26% | +0.00 |
| KLTR Kaltura Inc. | Reduce -35.4% | 0.28% | +0.01 |
| AAPL Apple Inc. | Reduce -1.3% | 0.57% | +0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.0% | 0.19% | +0.04 |
| ETHE Grayscale Ethereum Staking E | Reduce -14.6% | 0.06% | +0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| INFA Informatica Inc. Class A | New | 1.29% | +1.29 |
| EAT Brinker International Inc. | Add +0.3% | 1.03% | +0.42 |
| DAVA Endava PLC- Spon ADR | Add +12.7% | 1.53% | +0.39 |
| DDS Dillards Inc. Class A | Add +0.3% | 3.36% | +0.33 |
| AMZN Amazon.com Inc. | Add +0.3% | 2.14% | +0.29 |
| RGP Resources Connection Inc. | Add +30.1% | 2.64% | +0.29 |
| PATH Uipath Inc. Class A | Add +25.9% | 1.36% | +0.25 |
| GTM Zoominfo Technologies Inc. | Add +19.2% | 1.34% | +0.21 |
| WMT Walmart Inc. | Add +0.3% | 2.29% | +0.21 |
| ETR Entergy Corp. | Add +0.1% | 1.18% | +0.14 |
| ONTF ON24 Inc. | Add +15.9% | 0.74% | +0.12 |
| IAS Integral Ad Science Holding | Add +26.7% | 0.58% | +0.10 |
| ORLY O'reilly Automotive Inc. | Add +0.3% | 6.48% | +0.08 |
| IWM iShares Russell 2000 ETF | Add +71.9% | 0.19% | +0.08 |
| CRMT America's Car-Mart Inc. | Add +0.3% | 0.40% | +0.07 |
| CBRL Cracker Barrel Old Country | Add +0.3% | 0.41% | +0.05 |
| WEST Westrock Coffee Co. | Add +31.5% | 0.22% | +0.05 |
| TIXT Telus International Cda Inc. | Add +8.7% | 0.72% | +0.05 |
| KR Kroger Co. | Add +0.3% | 0.95% | +0.05 |
| PTVE Pactiv Evergreen Inc. | Add +0.3% | 0.14% | +0.05 |
| KRE SS SPDR S&P Regional Bank | New | 0.04% | +0.04 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.03% | +0.03 |
| GRNY Fundstr Gran SH US LRG Cap | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +0.3% | 0.35% | +0.03 |
| DLTR Dollar Tree Inc. | Add +0.3% | 0.58% | +0.03 |
| OZK Bank Ozk | Add +0.3% | 1.39% | +0.03 |
| FDX FedEx Corp. | Add +0.3% | 2.19% | +0.02 |
| HOMB Home Bancshares Inc. | Add +0.3% | 0.88% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | New | 0.02% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +66.9% | 0.03% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.01% | +0.01 |
| LULU Lululemon Athletica Inc. | Add +0.5% | 0.05% | +0.01 |
| HAL Halliburton Co. | New | 0.01% | +0.01 |
| MSTR Strategy Inc. | New | 0.01% | +0.01 |
| MUSA Murphy USA Inc. | Add +0.3% | 3.91% | +0.01 |
| XLF SS Financial Select Sector | Add +3.4% | 0.08% | +0.01 |
| ETH Grayscale Ethereum Staking M | New | 0.01% | +0.01 |
| RTX RTX Corp. | New | 0.01% | +0.01 |
| TSLA Tesla Inc. | Add +75.6% | 0.01% | +0.01 |
| SFNC Simmons First Natl Corp. Class A | Add +0.3% | 0.35% | +0.00 |
| T AT&T Inc. | Add +0.3% | 0.18% | +0.00 |
| INUV Inuvo Inc. | Add +0.3% | 0.01% | +0.00 |
| SCHM Schwab US Mid Cap ETF | New | 0.00% | +0.00 |
| XLI SS Industrial Select Sector | Add +15.6% | 0.03% | +0.00 |
| SHOP Shopify Inc. Class A | Add +0.4% | 0.01% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.00% | +0.00 |
| AZO AutoZone Inc. | Add +0.3% | 3.53% | +0.00 |
| GTBIF Green Thumb Industries Inc. | Add +354.6% | 0.00% | +0.00 |
| MELI MercadoLibre Inc. | New | 0.00% | +0.00 |
| ANET Arista Networks Inc. | Add +25.0% | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 196 | $218.8M | ORLY, UNP, JBHT, FDX, LII |
| Q1 2026 | 194 | $219.5M | ORLY, UNP, DDS, JBHT, MUSA |
| Q4 2025 | 192 | $229.4M | ORLY, UNP, DDS, LII, AZO |
| Q3 2025 | 196 | $237.7M | ORLY, UNP, DDS, AZO, LII |
| Q2 2025 | 185 | $246.0M | ORLY, UNP, LII, AZO, DDS |
| Q1 2025 | 178 | $239.2M | ORLY, UNP, LII, AZO, MUSA |
| Q4 2024 | 212 | $342.1M | ORLY, UNP, LII, MUSA, AZO |
| Q3 2024 | 215 | $335.6M | ORLY, UNP, LII, MUSA, AZO |
| Q2 2024 | 223 | $344.8M | ORLY, UNP, LII, MUSA, DDS |
| Q1 2024 | 228 | $361.1M | ORLY, UNP, LII, DDS, AZO |