Horrell Capital Management, Inc.
CIK 1385925 · Holdings on Jun 30, 2026 · First reported Jul 16, 2026
Top ten holdings
Q2 2026- ORLY8.92%
- UNP7.22%
- JBHT7.16%
- FDX5.77%
- LII5.28%
- MUSA4.96%
- DDS4.87%
- AZO4.18%
- WMT3.49%
- HD3.25%
Share classes counted separately55.10%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- FDXWeight increased · +2.14 pp3.63% → 5.77%Shares +17.97K (+80.39%)
- JBHTWeight increased · +1.86 pp5.30% → 7.16%Shares -784 (-1.43%)
- ORLYWeight decreased · -0.96 pp9.88% → 8.92%Shares -22.94K (-9.77%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ORLYO'REILLY AUTOMOTIVE INC View history and evidence | $19.51M | 8.92% | 211.91K shares | 9.88% → 8.92%-0.96 pp -22.94K (-9.77%) | Reduced | ▾ |
| 02 | UNPUNION PACIFIC CORP View history and evidence | $15.80M | 7.22% | 58.09K shares | 7.12% → 7.22%+0.10 pp -6.29K (-9.77%) | Reduced | ▾ |
| 03 | JBHTHUNT (JB) TRANSPRT SVCS INC View history and evidence | $15.67M | 7.16% | 54.13K shares | 5.30% → 7.16%+1.86 pp -784 (-1.43%) | Reduced | ▾ |
| 04 | FDXFEDEX CORP View history and evidence | $12.63M | 5.77% | 40.33K shares | 3.63% → 5.77%+2.14 pp +17.97K (+80.39%) | Added | ▾ |
| 05 | LIILENNOX INTERNATIONAL INC View history and evidence | $11.55M | 5.28% | 20.15K shares | 4.72% → 5.28%+0.56 pp -2.18K (-9.77%) | Reduced | ▾ |
| 06 | MUSAMURPHY USA INC View history and evidence | $10.86M | 4.96% | 20.15K shares | 5.03% → 4.96%-0.07 pp -2.18K (-9.77%) | Reduced | ▾ |
| 07 | DDSDILLARDS INC-CL ACL A View history and evidence | $10.65M | 4.87% | 20.15K shares | 5.82% → 4.87%-0.95 pp -2.18K (-9.77%) | Reduced | ▾ |
| 08 | AZOAUTOZONE INC View history and evidence | $9.14M | 4.18% | 2.86K shares | 4.87% → 4.18%-0.69 pp -306 (-9.67%) | Reduced | ▾ |
| 09 | WMTWALMART INC View history and evidence | $7.63M | 3.49% | 67.39K shares | 4.19% → 3.49%-0.70 pp -6.55K (-8.86%) | Reduced | ▾ |
| 10 | HDHOME DEPOT INC View history and evidence | $7.11M | 3.25% | 20.15K shares | 3.35% → 3.25%-0.10 pp -2.18K (-9.77%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 0926EB207 BLACKSKY TECHNOLOGY INC | Non-derivative | -5,631 | -$141.68K | SEC filing ↗ | SEC filing ↗ |
| ETN EATON CORP PLC | Non-derivative | -260 | -$92.99K | SEC filing ↗ | SEC filing ↗ |
| IBM INTL BUSINESS MACHINES CORP | Non-derivative | -139 | -$33.69K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1385925 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 218769299
}Research all 196 reported holdings.
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