Horrell Capital Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Horrell Capital Management, Inc. reported 178 stock positions worth $239.2 million. Its top holding was O'reilly Automotive (ORLY) at 11.3% of the portfolio, followed by Union Pacific (UNP, 7.6%) and Lennox International (LII, 6.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 36, added to 62 and reduced 5. The biggest buy was O'reilly Automotive (ORLY, shares +1%) and the biggest sale an exit from Resources Connection (RGP).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001385925
- Portfolio Value
- $239.2M (Q1 2025)
- SEC Filing
- 0001385925-25-000003 ↗ filed May 12, 2025
Holdings Value
Holdings 178 stocks · $239.2M
| ORLY O'reilly Automotive Inc. | 11.26% | 18,805 | $26.9M | Add +0.7% |
| UNP Union Pacific Corp. | 7.64% | 77,322 | $18.3M | Add +0.7% |
| LII Lennox International Inc. | 6.29% | 26,830 | $15.0M | Add +0.7% |
| AZO AutoZone Inc. | 6.05% | 3,794 | $14.5M | Add +0.6% |
| MUSA Murphy USA Inc. | 5.27% | 26,830 | $12.6M | Add +0.7% |
| HD Home Depot Inc. | 4.11% | 26,830 | $9.8M | Add +0.7% |
| DDS Dillards Inc. Class A | 4.02% | 26,830 | $9.6M | Add +0.7% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 3.51% | 56,739 | $8.4M | Add +0.3% |
| WMT Walmart Inc. | 3.20% | 87,122 | $7.6M | Add +0.6% |
| LMT Lockheed Martin Corp. | 2.80% | 15,014 | $6.7M | Add +0.7% |
| FDX FedEx Corp. | 2.74% | 26,848 | $6.5M | Add +0.7% |
| AMZN Amazon.com Inc. | 2.66% | 33,503 | $6.4M | Add +0.6% |
| LOW Lowe's Cos Inc. | 2.63% | 26,976 | $6.3M | Add +0.7% |
| LHX L3HARRIS Technologies Inc. | 2.35% | 26,830 | $5.6M | Add +0.7% |
| OZK Bank Ozk | 1.95% | 107,570 | $4.7M | Add +0.7% |
| ETR Entergy Corp. | 1.91% | 53,471 | $4.6M | Add +0.3% |
| YUM Yum! Brands Inc. | 1.81% | 27,540 | $4.3M | Add +0.6% |
| PEP Pepsico Inc. | 1.76% | 28,045 | $4.2M | Add +0.6% |
| EAT Brinker International Inc. | 1.67% | 26,830 | $4.0M | Add +0.7% |
| KR Kroger Co. | 1.52% | 53,660 | $3.6M | Add +0.7% |
| NUE Nucor Corp. | 1.36% | 26,940 | $3.2M | Add +1.1% |
| HOMB Home Bancshares Inc. | 1.27% | 107,420 | $3.0M | Add +0.7% |
| UPS United Parcel Service Class B | 1.23% | 26,830 | $3.0M | Add +0.7% |
| TGT Target Corp. | 1.17% | 26,830 | $2.8M | Add +0.7% |
| EHC Encompass Health Corp. | 1.14% | 26,830 | $2.7M | Add +0.7% |
| NSRGY Nestle SA-Spons ADR | 1.13% | 26,830 | $2.7M | Add +0.7% |
| SBUX Starbucks Corp. | 1.10% | 26,830 | $2.6M | Add +0.7% |
| CRH CRH PLC-Sponsored ADR | 0.99% | 26,830 | $2.4M | Add +0.7% |
| DG Dollar General Corp. | 0.99% | 26,830 | $2.4M | Add +0.7% |
| DLTR Dollar Tree Inc. | 0.84% | 26,830 | $2.0M | Add +0.7% |
| FIS Fidelity National Info Serv | 0.84% | 26,830 | $2.0M | Add +0.7% |
| ARCB Arcbest Corp. | 0.79% | 26,830 | $1.9M | Add +0.7% |
| TSN Tyson Foods Inc. Class A | 0.73% | 27,409 | $1.7M | Add +0.7% |
| AAPL Apple Inc. | 0.72% | 7,746 | $1.7M | Reduce -1.3% |
| PPC Pilgrim's Pride Corp. | 0.61% | 26,830 | $1.5M | Add +0.7% |
| ABBNY Abb Ltd.-Spon ADR | 0.58% | 26,830 | $1.4M | Add +0.7% |
| PAMT Pamt Corp. | 0.55% | 107,520 | $1.3M | Add +0.7% |
| CRMT America's Car-Mart Inc. | 0.51% | 26,830 | $1.2M | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.48% | 27,520 | $1.1M | Add +0.6% |
| X United States Steel Corp. | 0.47% | 26,830 | $1.1M | Add +0.7% |
| SFNC Simmons First Natl Corp. Class A | 0.46% | 53,660 | $1.1M | Add +0.7% |
| CBRL Cracker Barrel Old Country | 0.44% | 26,830 | $1.0M | Add +0.7% |
| BAX Baxter International Inc. | 0.38% | 26,830 | $918K | Add +0.7% |
| WEST Westrock Coffee Co. | 0.35% | 115,838 | $836K | Add +0.1% |
| MSFT Microsoft Corp. | 0.35% | 2,211 | $830K | No change |
| CNNE Cannae Holdings Inc. | 0.34% | 43,950 | $806K | No change |
| T AT&T Inc. | 0.33% | 27,830 | $787K | Add +0.6% |
| IPG Interpublic Group of Cos Inc. | 0.30% | 26,830 | $729K | Add +0.7% |
| CAG Conagra Brands Inc. | 0.30% | 26,830 | $716K | Add +0.7% |
| IWM iShares Russell 2000 ETF | 0.25% | 2,983 | $595K | Add +0.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.23% | 8,593 | $560K | Reduce -0.8% |
| PTVE Pactiv Evergreen Inc. | 0.20% | 26,830 | $483K | Add +0.7% |
| FNF Fidelity National Financial | 0.17% | 6,363 | $414K | No change |
| LUV Southwest Airlines Co. | 0.17% | 11,900 | $400K | No change |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.16% | 26,830 | $383K | Add +0.7% |
| GEL Genesis Energy L.P. | 0.14% | 22,000 | $345K | No change |
| GLD SPDR Gold Shares | 0.14% | 1,185 | $341K | Reduce -20.2% |
| XLE SS Energy Select Sector | 0.12% | 3,162 | $295K | No change |
| XLF SS Financial Select Sector | 0.12% | 5,872 | $292K | No change |
| CUMMINS INC | 0.12% | 916 | $287K | No change |
| DUN BRADST HLDG INC | 0.11% | 28,793 | $257K | No change |
| GT Goodyear Tire & Rubber Co. | 0.10% | 26,830 | $248K | Add +0.7% |
| XLK SS Technology Select Sector | 0.10% | 1,169 | $241K | No change |
| TBF Proshares Short 20+ Treasury | 0.10% | 10,000 | $236K | No change |
| NPO Enpro Inc. | 0.08% | 1,115 | $180K | No change |
| STLD Steel Dynamics Inc. | 0.07% | 1,400 | $175K | No change |
| IWF iShares Russell 1000 Growth | 0.07% | 450 | $162K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 300 | $139K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 287 | $135K | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 547 | $134K | No change |
| KRE SS SPDR S&P Regional Bank | 0.05% | 2,141 | $122K | Add +0.2% |
| LULU Lululemon Athletica Inc. | 0.05% | 414 | $117K | No change |
| GRNY Fundstr Gran SH US LRG Cap | 0.05% | 6,400 | $116K | Add +28.0% |
| PG The Procter & Gamble Co. | 0.05% | 668 | $114K | No change |
| QCOM Qualcomm Inc. | 0.05% | 715 | $110K | No change |
| ETHE Grayscale Ethereum Staking E | 0.04% | 6,797 | $103K | No change |
| XOM Exxon Mobil Corp. | 0.04% | 858 | $102K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.04% | 1,220 | $102K | No change |
| HON Honeywell International Inc. | 0.04% | 450 | $95K | No change |
| GS Goldman Sachs Group Inc. | 0.04% | 160 | $87K | No change |
| XLI SS Industrial Select Sector | 0.04% | 662 | $87K | Add +0.3% |
| NSC Norfolk Southern Corp. | 0.04% | 362 | $86K | No change |
| EPD Enterprise Products Partners | 0.04% | 2,500 | $85K | No change |
| ALRS Alerus Financial Corp. | 0.03% | 4,440 | $82K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 1,706 | $80K | Add +0.4% |
| BTC Grayscale Bitcoin Mini ETF | 0.03% | 2,126 | $78K | Reduce -10.6% |
| CAT Caterpillar Inc. | 0.03% | 226 | $75K | No change |
| CYH Community Health Systems Inc. | 0.03% | 26,830 | $72K | Add +0.7% |
| ETN Eaton Corp. PLC | 0.03% | 260 | $71K | No change |
| MS Morgan Stanley | 0.03% | 583 | $68K | No change |
| JNJ Johnson & Johnson | 0.03% | 386 | $64K | No change |
| MSOS Advisorshares Pure US Cann | 0.03% | 24,415 | $64K | Add +8.8% |
| ABBVIE INC | 0.03% | 300 | $63K | No change |
| BGB Blackstone Strategic Credit | 0.03% | 5,000 | $60K | No change |
| TXN Texas Instruments Inc. | 0.02% | 297 | $53K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 274 | $53K | No change |
| DUK Duke Energy Corp. | 0.02% | 429 | $52K | No change |
| GE General Electric filed as GE AEROSPACE | 0.02% | 250 | $50K | No change |
| XLB SS Materials Select Sector | 0.02% | 575 | $49K | No change |
| EDIV State Street SPDR S&P Emergi | 0.02% | 1,222 | $44K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| RGP Resources Connection Inc. | Sold out | 0.00% | −2.64 |
| UPWK Upwork Inc. | Sold out | 0.00% | −2.58 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −1.73 |
| ZUO Zuora Inc. Class A | Sold out | 0.00% | −1.64 |
| TDC Teradata Corp. | Sold out | 0.00% | −1.59 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −1.58 |
| DAVA Endava PLC- Spon ADR | Sold out | 0.00% | −1.53 |
| YEXT Yext Inc. | Sold out | 0.00% | −1.50 |
| EXTR Extreme Networks Inc. | Sold out | 0.00% | −1.49 |
| FIVN FIVE9 Inc. | Sold out | 0.00% | −1.37 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −1.36 |
| GTM Zoominfo Technologies Inc. | Sold out | 0.00% | −1.34 |
| INFA Informatica Inc. Class A | Sold out | 0.00% | −1.29 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −1.25 |
| VMEO Vimeo Inc. | Sold out | 0.00% | −0.98 |
| CXM Sprinklr Inc. Class A | Sold out | 0.00% | −0.89 |
| AVDX Avidxchange Holdings Inc. | Sold out | 0.00% | −0.83 |
| SCWX Secureworks Corp. Class A | Sold out | 0.00% | −0.76 |
| ONTF ON24 Inc. | Sold out | 0.00% | −0.74 |
| TIXT Telus International Cda Inc. | Sold out | 0.00% | −0.72 |
| KFY Korn Ferry | Sold out | 0.00% | −0.71 |
| IAS Integral Ad Science Holding | Sold out | 0.00% | −0.58 |
| AMPL Amplitude Inc. Class A | Sold out | 0.00% | −0.55 |
| KLTR Kaltura Inc. | Sold out | 0.00% | −0.28 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.01 |
| ETH Grayscale Ethereum Staking M | Reduce -3.0% | 0.00% | −0.00 |
| GTBIF Green Thumb Industries Inc. | Sold out | 0.00% | −0.00 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.00 |
| DJT Trump Media & Technology Gro | Sold out | 0.00% | −0.00 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.00 |
| MARA Mara Holdings Inc. | Sold out | 0.00% | −0.00 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.00 |
| REZI Resideo Technologies Inc. | Sold out | 0.00% | −0.00 |
| SG Sweetgreen Inc. Class A | Sold out | 0.00% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.00 |
| OIH Vaneck Oil Services ETF | Sold out | 0.00% | −0.00 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.00 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -10.6% | 0.03% | +0.00 |
| GLD SPDR Gold Shares | Reduce -20.2% | 0.14% | +0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.8% | 0.23% | +0.05 |
| AAPL Apple Inc. | Reduce -1.3% | 0.72% | +0.14 |
Portfolio Buys Q4 2024 → Q1 2025
| ORLY O'reilly Automotive Inc. | Add +0.7% | 11.26% | +4.78 |
| AZO AutoZone Inc. | Add +0.6% | 6.05% | +2.52 |
| UNP Union Pacific Corp. | Add +0.7% | 7.64% | +2.51 |
| LII Lennox International Inc. | Add +0.7% | 6.29% | +1.54 |
| MUSA Murphy USA Inc. | Add +0.7% | 5.27% | +1.36 |
| HD Home Depot Inc. | Add +0.7% | 4.11% | +1.08 |
| WMT Walmart Inc. | Add +0.6% | 3.20% | +0.91 |
| YUM Yum! Brands Inc. | Add +0.6% | 1.81% | +0.74 |
| ETR Entergy Corp. | Add +0.3% | 1.91% | +0.73 |
| LHX L3HARRIS Technologies Inc. | Add +0.7% | 2.35% | +0.71 |
| LOW Lowe's Cos Inc. | Add +0.7% | 2.63% | +0.70 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +0.3% | 3.51% | +0.69 |
| LMT Lockheed Martin Corp. | Add +0.7% | 2.80% | +0.68 |
| DDS Dillards Inc. Class A | Add +0.7% | 4.02% | +0.65 |
| EAT Brinker International Inc. | Add +0.7% | 1.67% | +0.64 |
| KR Kroger Co. | Add +0.7% | 1.52% | +0.57 |
| OZK Bank Ozk | Add +0.7% | 1.95% | +0.56 |
| FDX FedEx Corp. | Add +0.7% | 2.74% | +0.54 |
| AMZN Amazon.com Inc. | Add +0.6% | 2.66% | +0.53 |
| PEP Pepsico Inc. | Add +0.6% | 1.76% | +0.52 |
| NSRGY Nestle SA-Spons ADR | Add +0.7% | 1.13% | +0.49 |
| NUE Nucor Corp. | Add +1.1% | 1.36% | +0.45 |
| EHC Encompass Health Corp. | Add +0.7% | 1.14% | +0.42 |
| DG Dollar General Corp. | Add +0.7% | 0.99% | +0.40 |
| SBUX Starbucks Corp. | Add +0.7% | 1.10% | +0.39 |
| HOMB Home Bancshares Inc. | Add +0.7% | 1.27% | +0.39 |
| TSN Tyson Foods Inc. Class A | Add +0.7% | 0.73% | +0.27 |
| CRH CRH PLC-Sponsored ADR | Add +0.7% | 0.99% | +0.27 |
| DLTR Dollar Tree Inc. | Add +0.7% | 0.84% | +0.26 |
| PPC Pilgrim's Pride Corp. | Add +0.7% | 0.61% | +0.26 |
| UPS United Parcel Service Class B | Add +0.7% | 1.23% | +0.25 |
| X United States Steel Corp. | Add +0.7% | 0.47% | +0.21 |
| FIS Fidelity National Info Serv | Add +0.7% | 0.84% | +0.21 |
| ABBNY Abb Ltd.-Spon ADR | Add +0.7% | 0.58% | +0.17 |
| BAX Baxter International Inc. | Add +0.7% | 0.38% | +0.16 |
| T AT&T Inc. | Add +0.6% | 0.33% | +0.14 |
| WEST Westrock Coffee Co. | Add +0.1% | 0.35% | +0.13 |
| BAC Bank of America Corp. | Add +0.6% | 0.48% | +0.13 |
| TGT Target Corp. | Add +0.7% | 1.17% | +0.12 |
| SFNC Simmons First Natl Corp. Class A | Add +0.7% | 0.46% | +0.11 |
| CRMT America's Car-Mart Inc. | Add +0.7% | 0.51% | +0.11 |
| IPG Interpublic Group of Cos Inc. | Add +0.7% | 0.30% | +0.09 |
| CAG Conagra Brands Inc. | Add +0.7% | 0.30% | +0.08 |
| PTVE Pactiv Evergreen Inc. | Add +0.7% | 0.20% | +0.07 |
| ARCB Arcbest Corp. | Add +0.7% | 0.79% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +0.0% | 0.25% | +0.06 |
| PAMT Pamt Corp. | Add +0.7% | 0.55% | +0.03 |
| GT Goodyear Tire & Rubber Co. | Add +0.7% | 0.10% | +0.03 |
| CBRL Cracker Barrel Old Country | Add +0.7% | 0.44% | +0.02 |
| GRNY Fundstr Gran SH US LRG Cap | Add +28.0% | 0.05% | +0.02 |
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 |