Horrell Capital Management, Inc. — 13F holdings

Horrell Capital Management, Inc. reported 197 holdings worth $189M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

1. ORLY OREILLY AUTOMOTIVE INC — $17.3M (9.2%)
2. UNP UNION PAC CORP — $15.1M (8.0%)
3. DDS DILLARDS INC — $12.9M (6.8%)
4. JBHT HUNT J B TRANS SVCS INC — $11.9M (6.3%)
5. MUSA MURPHY USA INC — $9.72M (5.1%)
6. AZO AUTOZONE INC — $7.75M (4.1%)
7. LII LENNOX INTL INC — $6.85M (3.6%)
8. WMT Walmart Inc — $6.73M (3.6%)
9. AMZN AMAZON COM INC — $6.10M (3.2%)
10. FDX FEDEX CORP — $5.50M (2.9%)