Horrell Capital Management, Inc.

RIA/Wealth

Horrell Capital Management, Inc. is a RIA/Wealth based in Little Rock, AR led by Scott Lee Horrell, reporting $454.2M in AUM as of Q3 2025 with 45% Consumer Cyclical concentration, 57% concentrated in top 10 holdings, and minimal technology exposure.

PresidentScott Lee Horrell

Portfolio Value: $234.0M
Positions: 184
Top Holding: ORLY at 12.2%
Last Reported: Q3 2025

Address10 Corporate Hill Drive, Suite 165, Little Rock, AR, 72205, United States

Top Holdings

Largest long holdings in Horrell Capital Management, Inc.'s portfolio (57.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 O'Reilly Automotive ORLY	Specialty Retail Consumer Cyclical	$28.5M	12.20%	-$2.5M Sold	0.03% 264.8K shares	Q2 2015 Held for 10y 5m
2 Union Pacific UNP	Railroads Industrials	$17.2M	7.33%	-$1.5M Sold	0.01% 72.6K shares	≤ Q2 2013 Held for 12y 5m+
3 Dillards DDS	Department Stores Consumer Cyclical	$15.5M	6.61%	-$1.4M Sold	0.16% 25.2K shares	≤ Q2 2013 Held for 12y 5m+
4 AutoZone AZO	Specialty Retail Consumer Cyclical	$15.3M	6.53%	-$1.3M Sold	0.02% 3.6K shares	Q2 2021 Held for 4y 5m
5 Lennox International LII	Construction Industrials	$13.3M	5.70%	-$1.2M Sold	0.07% 25.2K shares	≤ Q2 2013 Held for 12y 5m+
6 Home Depot HD	Home Improvement Consumer Cyclical	$10.2M	4.36%	-$909.7K Sold	0.00% 25.2K shares	≤ Q2 2013 Held for 12y 5m+
7 Murphy USA MUSA	Specialty Retail Consumer Cyclical	$9.8M	4.18%	-$871.6K Sold	0.13% 25.2K shares	Q3 2013 Held for 12y 2m
8 Walmart WMT	Discount Stores Consumer Defensive	$8.5M	3.63%	-$694.1K Sold	0.00% 82.5K shares	≤ Q2 2013 Held for 12y 5m+
9 JB Hunt Transport Services JBHT	Integrated Freight & Logistics Industrials	$7.7M	3.31%	-$301.2K Sold	0.06% 57.8K shares	≤ Q2 2013 Held for 12y 5m+
10 L3Harris Technologies LHX	Aerospace & Defense Industrials	$7.7M	3.29%	-$685.6K Sold	— 25.2K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Horrell Capital Management, Inc.'s latest filing

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Market Value

$234.0M

Prior: $242.2M

Q/Q Change

-3.39%

-$8.2M

Net Flows % of MV

-7.99%

Turnover Ratio

4.19%

New Purchases

6 stocks

$374.5K

Added To

6 stocks

+$77.3K

Sold Out Of

2 stocks

$39.5K

Reduced Holdings

58 stocks

-$19.1M

Increased Positions

Position	Shares Δ	Change
1 BitMine Immersion Technologies, Inc. BMNR	New	0 → 5.4K +$279.9K
2 Advanced Micro Devices AMD	New	0 → 560.0 +$90.6K
3 ARK Space Exploration & Innovation ARKX	New	0 → 30.0 +$1.0K
4 Fabrinet FN	New	0 → 2.0 +$1.0K
5 PTC PTC	New	0 → 4.0 +$1.0K

Decreased Positions

Position	Shares Δ	Change
1 Alcoa AA	Sold	1.0K → 0 −$29.5K
2 Comcast CMCSA	Sold	280.0 → 0 −$10.0K
3 Prudential Financial PRU	-73.39%	109.0 → 29.0 −$8.3K
4 Arista Networks ANET	-57.14%	42.0 → 18.0 −$3.5K
5 Uniti Group Inc. UNIT	-44.65%	5.5K → 3.0K −$15.0K