GATE CITY CAPITAL MANAGEMENT, LLC — 13F holdings

GATE CITY CAPITAL MANAGEMENT, LLC reported 17 holdings worth $386M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EVC ENTRAVISION COMMUNICATIONS C — $93.3M (24.2%)
2. ALCO ALICO INC — $53.5M (13.9%)
3. HOG HARLEY DAVIDSON INC — $48.3M (12.5%)
4. BTU PEABODY ENERGY CORP — $34.7M (9.0%)
5. MOS MOSAIC CO NEW — $27.5M (7.1%)
6. JAKK JAKKS PAC INC — $24.6M (6.4%)
7. IMKTA INGLES MKTS INC — $19.6M (5.1%)
8. SEG SEAPORT ENTMT GROUP INC — $19.2M (5.0%)
9. KELYA KELLY SVCS INC — $15.1M (3.9%)
10. CLW CLEARWATER PAPER CORP — $14.7M (3.8%)