Horrell Capital Management, Inc.

Est. AUM

$219.5M

13F long equity, this entity only

Positions

194

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	OREILLY AUTOMOTIVE, INC	COM	$21.7M	234853	9.88%	SOLE
2	UNION PAC CORP	COM	$15.6M	64382	7.12%	SOLE
3	DILLARD'S INC	CL A	$12.8M	22337	5.82%	SOLE
4	HUNT J B TRANS SVCS INC	COM	$11.6M	54915	5.30%	SOLE
5	MURPHY USA INC	COM	$11.0M	22337	5.03%	SOLE
6	AUTOZONE INC	COM	$10.7M	3166	4.87%	SOLE
7	LENNOX INTL INC	COM	$10.4M	22337	4.72%	SOLE
8	WAL-MART STORES INC	COM	$9.2M	73941	4.19%	SOLE
9	FEDEX CORP	COM	$8.0M	22355	3.63%	SOLE
10	L3HARRIS TECHNOLOGIES	COM	$7.7M	22337	3.51%	SOLE
11	LOCKHEED MARTIN CORP	COM	$7.6M	12498	3.44%	SOLE
12	HOME DEPOT INC	COM	$7.3M	22337	3.35%	SOLE
13	AMAZON COM INC	COM	$5.9M	28156	2.67%	SOLE
14	LOWES COS INC	COM	$5.3M	22483	2.42%	SOLE
15	ENTERGY CORP NEW	COM	$5.0M	44734	2.29%	SOLE
16	BANK OZK	COM	$4.1M	89598	1.87%	SOLE
17	NUCOR CORP	COM	$3.8M	22447	1.73%	SOLE
18	PEPSICO INC	COM	$3.6M	23401	1.66%	SOLE
19	YUM BRANDS INC	COM	$3.6M	23047	1.63%	SOLE
20	KROGER CO	COM	$3.2M	44674	1.47%	SOLE
21	BRINKER INTL INC	COM	$3.2M	22337	1.45%	SOLE
22	TARGET CORP	COM	$2.7M	22337	1.23%	SOLE
23	DOLLAR GEN CORP NEW	COM	$2.7M	22337	1.21%	SOLE
24	DOLLAR TREE INC	COM	$2.4M	22337	1.11%	SOLE
25	HOME BANCSHARES INC	COM	$2.4M	89448	1.10%	SOLE
26	CRH PLC	ADR	$2.3M	22337	1.07%	SOLE
27	UNITED PARCEL SERVICE INC	CL B	$2.2M	22337	1.00%	SOLE
28	ARCBEST CORP	COM	$2.2M	22337	1.00%	SOLE
29	NESTLE SA	REG ORD	$2.2M	22337	0.99%	SOLE
30	ENCOMPASS HEALTH CORP	COM	$2.2M	22337	0.98%	SOLE
31	STARBUCKS CORP	COM	$2.0M	22337	0.91%	SOLE
32	APPLE INC	COM	$1.9M	7625	0.88%	SOLE
33	ABB LTD	SPONSERED ADR	$1.8M	22337	0.82%	SOLE
34	TYSON FOODS INC	CL A	$1.5M	22937	0.67%	SOLE
35	FIDELITY NATL INFORMATION SV	COM	$1.0M	22337	0.48%	SOLE
36	SIMMONS 1ST NATL CORP	CL A $1 PAR	$869K	44674	0.40%	SOLE
37	PILGRIMS PRIDE CORP	COM	$843K	22337	0.38%	SOLE
38	MICROSOFT CORP	COM	$805K	2176	0.37%	SOLE
39	ISHARES TR	RUSSELL 2000 ETF	$799K	3221	0.36%	SOLE
40	P A M TRANSN SVCS INC	COM	$757K	89548	0.34%	SOLE
41	WESTROCK COFFEE CO	COM	$686K	161297	0.31%	SOLE
42	AT&T INC	COM	$677K	23337	0.31%	SOLE
43	CRACKER BARREL OLD CTRY STOR	COM	$628K	22337	0.29%	SOLE
44	OMNICOM GROUP INC	COM	$579K	7690	0.26%	SOLE
45	CANNAE HLDGS INC	COM	$500K	43950	0.23%	SOLE
46	MONTROSE ENVIRONMENTAL GROUP	COM	$489K	22337	0.22%	SOLE
47	GRAYSCALE BITCOIN TR BTC	COM	$452K	8567	0.21%	SOLE
48	CUMMINS INC	COM	$404K	750	0.18%	SOLE
49	GENESIS ENERGY L P	UNIT LTD PARTN	$392K	22000	0.18%	SOLE
50	STATE STREET ENERGY SLCT SPDR ETF	ENERGY ETF	$381K	6212	0.17%	SOLE

1–50 of 194

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.