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Institutional

PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.

CIK 0001166152
$1.00B
Reported AUM
263
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. · Q1 2026

AI · grounded in 13F

PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. closed its position in GEO for a reduction of $4.5M. The fund also exited its holding in PEGA for $4.3M and established a new position in STAA worth $6.7M. Other activity included a new position in TYL for $3.3M and a 305% increase in shares of PFSI.

Portfolio · Q1 2026

BILNATRAPEIDBDSPYSGOVIWLOther$697.7MPL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$47.3M4.71%543,695−51.3%
2NATRNATURES SUNSHINE PRODS INC$19.790.56%36.39%12.51%$42.8M4.26%HELD
3APEIAMERICAN PUB ED INC$52.65-0.64%86.37%77.75%$38.7M3.85%177,477−20.7%
4DBDDIEBOLD NIXDORF INC$81.14-1.39%62.28%328.41%$27.8M2.77%HELD
5SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$25.7M2.57%HELD
6SGOVISHARES TR$100.450.03%4.31%19.02%$25.4M2.53%+1,457+0.6%
7IWLISHARES TR$182.94-2.77%24.77%84.06%$21.6M2.15%HELD
8TPCTUTOR PERINI CORP$70.53-2.56%74.19%402.53%$17.3M1.72%HELD
9FTITECHNIPFMC PLC$66.82-3.17%106.31%844.32%$15.9M1.59%HELD
10REREATRENEW INC$4.06-6.67%67.50%-62.24%$14.8M1.48%HELD
11ENVAENOVA INTL INC$168.820.57%74.87%410.18%$14.2M1.41%HELD
12XIFRXPLR INFRASTRUCTURE LP$11.62-4.36%30.42%-80.35%$14.1M1.41%HELD
13FCFSFIRSTCASH HOLDINGS INC$225.441.35%81.00%203.90%$13.3M1.32%HELD
14NUSNU SKIN ENTERPRISES INC$5.370.94%-30.37%-88.05%$13.1M1.30%+60,000+3.5%
15HCAHCA HEALTHCARE INC$372.132.85%-2.53%56.04%$12.8M1.28%HELD
16PFSIPENNYMAC FINL SVCS INC NEW$81.24-0.36%-14.07%37.37%$12.8M1.27%+109,948+305.3%
17NGLNGL ENERGY PARTNERS LP$15.22-4.87%300.53%692.71%$12.7M1.27%+40,000+4.0%
18VGVENTURE GLOBAL INC$12.80-2.74%-15.36%-14.47%$10.2M1.02%60,000−8.5%
19SABRSABRE CORP$1.66-10.27%-39.86%-85.92%$10.0M1.00%+3,946,482+133.6%
20BKDBROOKDALE SR LIVING INC$12.343.78%84.73%64.10%$9.9M0.99%HELD
21NETCLOUDFLARE INC$250.11-6.90%39.21%110.83%$9.9M0.99%HELD
22GLDDGREAT LAKES DREDGE & DOCK CO$9.8M0.98%HELD
23OROR ROYALTIES INC.$33.87-6.20%31.16%161.53%$9.4M0.94%HELD
24ONITONITY GROUP INC$36.83-0.46%-1.21%40.84%$8.3M0.83%HELD
25PESIPERMA-FIX ENVIRONMENTAL SVCS$9.63-5.96%-2.63%68.06%$8.3M0.83%HELD
26EMEEMCOR GROUP INC$817.44-3.31%67.55%582.33%$8.1M0.81%HELD
27CVEOCIVEO CORP CDA$34.61-2.67%51.53%71.44%$8.1M0.81%HELD
28BNEDBARNES & NOBLE ED INC$10.37-1.89%-12.04%-98.76%$7.8M0.78%HELD
29ROSTROSS STORES INC$230.37-1.15%61.80%98.03%$7.8M0.77%HELD
30CRMTAMERICAS CAR-MART INC$7.73-1.53%-85.82%-95.14%$7.6M0.76%+331,166+123.1%
31IBKRINTERACTIVE BROKERS GROUP IN$84.40-3.06%$7.5M0.75%HELD
32OSGOCTAVE SPECIALTY GROUP INC$5.460.92%$7.4M0.74%+699,070+78.2%
33RTXRTX CORPORATION$180.990.88%$7.4M0.73%1,590−4.0%
34DHID R HORTON INC$145.60-0.55%$7.2M0.72%HELD
35FROGJFROG LTD$84.00-2.51%$7.0M0.70%+20,000+15.4%
36DAVAENDAVA PLC$2.79-3.13%$7.0M0.70%13,770−0.9%
37EZPWEZCORP INC$31.95-0.62%$6.9M0.69%HELD
38VVXV2X INC$84.941.48%$6.8M0.68%HELD
39KRESPDR SERIES TRUST$70.170.27%$6.7M0.67%HELD
40STAASTAAR SURGICAL CO$29.990.44%$6.7M0.67%+359,701NEW
41ORLYOREILLY AUTOMOTIVE INC$90.332.18%$6.7M0.66%HELD
42FANGDIAMONDBACK ENERGY INC$192.62-5.09%$6.4M0.64%HELD
43QUREQUANTA SVCS INC$26.45-5.50%$6.4M0.64%HELD
44EBSEMERGENT BIOSOLUTIONS INC$8.07-4.38%$6.4M0.64%HELD
45BOKFBOK FINL CORP$129.220.44%$6.4M0.64%HELD
46MDYSTATE STR SPDR S&P MIDCAP 40$674.59-1.95%$6.4M0.64%7,917−43.4%
47GHMGRAHAM CORP$107.10-0.80%$6.4M0.63%HELD
48TJXTJX COS INC NEW$160.711.31%$6.1M0.61%HELD
49GPNGLOBAL PMTS INC$66.32-2.20%$6.0M0.60%HELD
50HZOMARINEMAX INC$33.04-5.28%$6.0M0.60%+89,889+67.8%
51FSLRFIRST SOLAR INC$279.01-11.41%$6.0M0.60%HELD
52ARLPALLIANCE RESOURCE PARTNERS L$25.62-1.46%$5.9M0.59%83,870−28.2%
53FLEXFLEXTRONICS INTL LTD$151.92-4.76%$5.6M0.55%HELD
54CACICACI INTL INC$531.41-0.14%$5.5M0.55%HELD
55DECDIVERSIFIED ENERGY CO$13.82-2.06%$5.3M0.53%+67,771+28.9%
56HELEHELEN OF TROY LTD$24.34-2.76%$5.1M0.51%+245,820+222.9%
57LNGCHENIERE ENERGY INC$238.82-0.93%$5.1M0.51%HELD
58EVREVERCORE INC$339.43-2.12%$4.8M0.48%HELD
59WOLFWOLFSPEED INC$55.06-17.89%$4.7M0.47%82,120−22.3%
60AZOAUTOZONE INC$3116.431.12%$4.7M0.46%HELD
61PAGPPLAINS GP HLDGS L P$24.46-1.33%$4.6M0.46%HELD
62PRIPRIMERICA INC$265.843.09%$4.4M0.44%HELD
63NOAHNOAH HLDGS LTD$10.30-1.34%$4.4M0.44%HELD
64NVRNVR INC$6182.550.09%$4.4M0.44%HELD
65WTSWATTS WATER TECHNOLOGIES INC$314.21-0.27%$4.4M0.43%HELD
66PRPERMIAN RESOURCES CORP$19.17-4.91%$4.3M0.43%HELD
67TDYTELEDYNE TECHNOLOGIES INC$602.27-2.64%$4.2M0.42%HELD
68FOSLFOSSIL GROUP INC$3.96-2.70%$4.2M0.42%+104,868+12.0%
69TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$4.2M0.42%HELD
70GDRXGOODRX HLDGS INC$2.65-7.02%$4.1M0.41%+330,000+18.6%
71JBLJABIL INC$353.24-5.51%$4.0M0.40%HELD
72BNBROOKFIELD CORP$44.60-1.00%$3.6M0.36%HELD
73ICLRICON PLC$149.45-2.19%$3.6M0.36%+20,429+166.7%
74FISVFISERV INC$54.43-3.20%$3.5M0.35%HELD
75BARKBARK INC$9.11-5.20%$3.5M0.34%3,767,527−91.7%
76KODKEASTMAN KODAK CO$9.06-6.89%$3.4M0.34%HELD
77BILIBILIBILI INC$17.46-3.05%$3.4M0.34%HELD
78CITHE CIGNA GROUP$289.483.14%$3.3M0.33%HELD
79MLIMUELLER INDS INC$132.800.17%$3.3M0.33%HELD
80DNAGINKGO BIOWORKS HOLDINGS INC$8.22-9.17%$3.3M0.33%HELD
81OXMOXFORD INDS INC$44.12-2.65%$3.3M0.33%HELD
82DLTRDOLLAR TREE INC$108.80-0.43%$3.3M0.33%HELD
83CCRNCROSS CTRY HEALTHCARE INC$13.18-0.08%$3.3M0.33%+64,908+22.9%
84TYLTYLER TECHNOLOGIES INC$312.071.27%$3.3M0.33%+9,546NEW
85LDOSLEIDOS HOLDINGS INC$124.43-0.11%$3.3M0.33%HELD
86RUSHARUSH ENTERPRISES INC$67.021.36%$3.3M0.32%HELD
87LFMDLIFEMD INC$4.890.41%$3.2M0.32%+208,096+30.3%
88NOWSERVICENOW INC$112.45-5.79%$3.2M0.32%+10,000+49.2%
89BAHBOOZ ALLEN HAMILTON HLDG COR$79.48-0.66%$3.1M0.31%HELD
90SNPSSYNOPSYS INC$464.85-5.99%$3.1M0.31%HELD
91LMRILUMEXA IMAGING HOLDINGS INC$8.503.16%$3.1M0.31%+357,050NEW
92UNHUNITEDHEALTH GROUP INC$399.470.76%$3.0M0.30%HELD
93EAFGRAFTECH INTL LTD SR NT$8.72-9.26%$3.0M0.30%38,078−8.0%
94AIRAAR CORP$116.650.97%$3.0M0.29%+7,000+35.0%
95EHABUSDENHABIT INC$2.9M0.29%HELD
96CASYCASEYS GEN STORES INC$761.910.04%$2.9M0.29%HELD
97SNASNAP ON INC$379.770.23%$2.9M0.29%HELD
98MEDPMEDPACE HLDGS INC$454.25-0.97%$2.9M0.29%HELD
99CHKPCHECK POINT SOFTWARE TECH LT$135.82-0.47%$2.9M0.28%HELD
100KBRKBR INC$35.56-1.58%$2.9M0.28%108,830−58.4%
101PATKPATRICK INDS INC$2.8M0.28%HELD
102LIILENNOX INTL INC$2.8M0.28%HELD
103ELFE L F BEAUTY INC$2.7M0.27%15,000−25.0%
104EPAMEPAM SYS INC$2.7M0.27%+10,000+100.0%
105CDNSCADENCE DESIGN SYSTEM INC$2.7M0.27%HELD
106AITAPPLIED INDL TECHNOLOGIES IN$2.7M0.26%HELD
107BCOBRINKS CO$2.6M0.26%+5,140+25.7%
108VICRVICOR CORP$2.6M0.26%45,096−73.8%
109INSEINSPIRED ENTMT INC$2.6M0.25%HELD
110CRHCRH PLC$2.5M0.25%HELD
111SNXTD SYNNEX CORPORATION$2.5M0.25%HELD
112ADSKAUTODESK INC$2.4M0.24%8,000−44.0%
113CBRECBRE GROUP INC$2.4M0.24%HELD
114BILLBILL HOLDINGS INC$2.4M0.24%+25,000+65.8%
115INTAINTAPP INC$2.4M0.24%+93,023NEW
116FLRFLUOR CORP$2.3M0.23%HELD
117RDNTRADNET INC$2.3M0.23%HELD
118NXSTNEXSTAR MEDIA GROUP INC$2.3M0.23%HELD
119ZTSZOETIS INC$2.3M0.23%HELD
120CORCENCORA INC$2.3M0.23%HELD
121SFSTIFEL FINL CORP$2.3M0.22%+10,163+50.0%
122CPAYCORPAY INC$2.2M0.22%HELD
123NNINELNET INC$2.2M0.22%HELD
124MASS908 DEVICES INC$2.2M0.22%HELD
125PDPAGERDUTY INC$2.2M0.22%+350,000NEW
126IPARINTERPARFUMS INC$2.1M0.21%HELD
127COSTCOSTCO WHOLESALE CORPORATION$2.1M0.21%HELD
128REKRREKOR SYSTEMS INC$2.1M0.21%+384,668+18.1%
129MSFTMICROSOFT CORP$2.1M0.20%HELD
130XPOFXPONENTIAL FITNESS INC$2.0M0.20%+340,000NEW
131GILGILDAN ACTIVEWEAR INC$2.0M0.20%HELD
132WFRDWEATHERFORD INTL PLC$1.9M0.19%HELD
133LLYELI LILLY & CO$1.9M0.19%HELD
134EHCENCOMPASS HEALTH CORP$1.9M0.19%HELD
135GOOGLALPHABET INC$1.9M0.19%HELD
136ENSENERSYS$1.9M0.19%HELD
137WDAYWORKDAY INC$1.8M0.18%HELD
138AMPAMERIPRISE FINL INC$1.8M0.18%HELD
139GTXGARRETT MOTION INC$1.7M0.17%HELD
140MBLYMOBILEYE GLOBAL INC$1.7M0.17%100,000−28.5%
141KMXCARMAX INC$1.7M0.17%HELD
142ATMUATMUS FILTRATION TECHNOLOGIE$1.7M0.17%HELD
143GAMBGAMBLING COM GROUP LIMITED$1.7M0.17%+253,406+145.2%
144OMFONEMAIN HLDGS INC$1.7M0.17%50,000−61.7%
145KELYAKELLY SVCS INC$1.6M0.16%+125,461+226.2%
146BOOTBOOT BARN HLDGS INC$1.6M0.16%HELD
147ULTAULTA BEAUTY INC$1.6M0.16%HELD
148FICOFAIR ISAAC CORP$1.5M0.15%HELD
149UFPIUFP INDUSTRIES INC$1.5M0.15%HELD
150LKQLKQ CORP$1.5M0.15%HELD
151CNCCENTENE CORP DEL$1.5M0.15%HELD
152PNRPENTAIR PLC$1.5M0.15%+5,000+42.6%
153WMTWALMART INC$1.5M0.14%HELD
154VACMARRIOTT VACATIONS WORLDWIDE$1.4M0.14%HELD
155MTRXMATRIX SVC CO$1.4M0.14%+32,992+36.5%
156BLDRBUILDERS FIRSTSOURCE INC$1.4M0.14%30,000−63.8%
157FTNTFORTINET INC$1.4M0.14%+5,000+41.7%
158CYHCOMMUNITY HEALTH SYS INC NEW$1.4M0.14%+80,000+20.8%
159NATLNCR ATLEOS CORPORATION$1.3M0.13%HELD
160AMEAMETEK INC$1.3M0.13%HELD
161PTCPTC INC$1.3M0.13%HELD
162BTSGBRIGHTSPRING HEALTH SVCS INC$1.3M0.13%HELD
163GEVGE VERNOVA INC$1.3M0.13%HELD
164NXTNEXTPOWER INC$1.3M0.13%HELD
165RSRELIANCE INC$1.2M0.12%HELD
166SLPSIMULATIONS PLUS INC$1.2M0.12%HELD
167LRCXLAM RESEARCH CORP$1.2M0.12%HELD
168ACHCACADIA HEALTHCARE COMPANY IN$1.2M0.12%150,000−75.0%
169VSTSVESTIS CORPORATION$1.2M0.11%HELD
170IAGIAMGOLD CORP$1.1M0.11%HELD
171AXPAMERICAN EXPRESS CO$1.1M0.11%HELD
172PYPLPAYPAL HLDGS INC$1.1M0.11%23,000−48.9%
173MODMODINE MFG CO$1.1M0.11%+5,000NEW
174TPRTAPESTRY INC$1.1M0.10%+7,464NEW
175JCIJOHNSON CONTROLS INTERNATION$1.0M0.10%HELD
176NCNACCO INDS INC$1.0M0.10%11−0.1%
177ARDTARDENT HEALTH INC$1.0M0.10%HELD
178HSYHERSHEY CO$1.0M0.10%HELD
179JEFJEFFERIES FINANCIAL GROUP IN$1.0M0.10%HELD
180SIMOSILICON MOTION TECHNOLOGY CO$1.0M0.10%+9,000NEW
181IQVIQVIA HLDGS INC$1.0M0.10%HELD
182VTWOVANGUARD SCOTTSDALE FDS$1.0M0.10%HELD
183FTREFORTREA HLDS INC$996K0.10%HELD
184ILMNILLUMINA INC$986K0.10%+5,000+166.7%
185WUWESTERN UN CO$960K0.10%HELD
186COHRCOHERENT CORP$953K0.09%+4,000NEW
187RTORENTOKIL INITIAL PLC$944K0.09%HELD
188FOAFINANCE OF AMERICA COMPAN$933K0.09%+34,206+155.5%
189ORCLORACLE CORP$909K0.09%HELD
190HCATHEALTH CATALYST INC$903K0.09%+397,518+126.9%
191SKYCHAMPION HOMES INC$892K0.09%+12,000NEW
192DXLGDESTINATION XL GROUP INC$885K0.09%+6,163+0.4%
193CRUSCIRRUS LOGIC INC$868K0.09%+6,000NEW
194KLACKLA CORP$848K0.08%HELD
195ALCOALICO INC$841K0.08%HELD
196CARRCARRIER GLOBAL CORPORATION$837K0.08%HELD
197DECKDECKERS OUTDOOR CORP$823K0.08%HELD
198ACIWACI WORLDWIDE INC$820K0.08%HELD
199CVLTCOMMVAULT SYS INC$779K0.08%HELD
200AMZNAMAZON COM INC$772K0.08%HELD
201NKENIKE INC$760K0.08%HELD
202SGCSUPERIOR GROUP OF CO INC$752K0.07%HELD
203MPMP MATERIALS CORP$747K0.07%HELD
204NAVINAVIENT CORPORATION$736K0.07%+90,000NEW
205FWRDFORWARD AIR CORP$734K0.07%HELD
206AVGOBROADCOM INC$708K0.07%HELD
207MPWRMONOLITHIC PWR SYS INC$707K0.07%HELD
208CBUSCIBUS INC$650K0.06%+130,000+65.6%
209TRAKREPOSITRAK INC$646K0.06%HELD
210CATOCATO CORP NEW$636K0.06%HELD
211UCTTULTRA CLEAN HLDGS INC$622K0.06%+10,000NEW
212VATEINNOVATE CORP$622K0.06%2,652−2.4%
213WGOWINNEBAGO INDS INC$620K0.06%HELD
214NVDANVIDIA CORPORATION$615K0.06%HELD
215SPSCSPS COMM INC$612K0.06%HELD
216CDWCDW CORP$605K0.06%+5,000NEW
217PENNPENN ENTERTAINMENT INC$601K0.06%HELD
218ANETARISTA NETWORKS INC$600K0.06%HELD
219NMRKNEWMARK GROUP INC$600K0.06%HELD
220AGCOAGCO CORP$579K0.06%HELD
221SKINTHE BEAUTY HEALTH COMPANY$569K0.06%+335,686+110.6%
222SNDASONIDA SENIOR LIVING INC$568K0.06%HELD
223EDUNEW ORIENTAL ED & TECHNOLOGY$566K0.06%HELD
224DHXDHI GROUP INC$543K0.05%HELD
225CNTYCENTURY CASINOS INC$531K0.05%HELD
226ETNEATON CORP PLC$510K0.05%HELD
227APHAMPHENOL CORP$505K0.05%+4,000NEW
228PHRPHREESIA INC$503K0.05%+60,000NEW
229GPKGRAPHIC PACKAGING HLDG CO$497K0.05%+50,000NEW
230SBUXSTARBUCKS CORP$486K0.05%HELD
231AAPLAPPLE INC$484K0.05%HELD
232TTTRANE TECHNOLOGIES PLC$484K0.05%HELD
233ADBEADOBE INC$462K0.05%HELD
234NFLXNETFLIX INC.$452K0.05%HELD
235LINLINDE PLC$449K0.04%HELD
236STXSSTEREOTAXIS INC$437K0.04%663,757−73.6%
237CVLGCOVENANT LOGISTICS GROUP INC$434K0.04%HELD
238WMWASTE MGMT INC DEL$429K0.04%HELD
239BRK/BBERKSHIRE HATHAWAY INC DEL$407K0.04%HELD
240TMOTHERMO FISHER SCIENTIFIC INC$401K0.04%HELD
241MAMASTERCARD INCORPORATED$397K0.04%HELD
242MCOMOODYS CORP$394K0.04%HELD
243MSCIMSCI INC$393K0.04%HELD
244METAMETA PLATFORMS INC$392K0.04%HELD
245VRTXVERTEX PHARMACEUTICALS INC$388K0.04%HELD
246SHWSHERWIN WILLIAMS CO$374K0.04%HELD
247PANWPALO ALTO NETWORKS INC$374K0.04%HELD
248ISRGINTUITIVE SURGICAL INC$370K0.04%HELD
249TDGTRANSDIGM GROUP INC$357K0.04%HELD
250HDHOME DEPOT INC$356K0.04%HELD
251SPGIS&P GLOBAL INC$351K0.04%HELD
252AXONAXON ENTERPRISE INC$350K0.03%HELD
253MELIMERCADOLIBRE INC$349K0.03%HELD
254CTASCINTAS CORP$342K0.03%19,400−90.6%
255BXBLACKSTONE INC$338K0.03%HELD
256PGRPROGRESSIVE CORP$307K0.03%HELD
257INTUINTUIT$296K0.03%HELD
258AJGGALLAGHER ARTHUR J & CO$280K0.03%9,847−88.4%
259CPRTCOPART INC$247K0.02%50,632−87.2%
260BROBROWN & BROWN INC$246K0.02%HELD
261SPWHSPORTSMANS WHSE HLDGS INC$224K0.02%401,819−71.6%
262MYOMYOMO INC$95K0.01%45,167−24.4%
263QRHCQUEST RESOURCE HLDG CORP$41K0.00%HELD
264GEOGEO GROUP INC NEW282,000EXITED
265PEGAPEGASYSTEMS INC72,071EXITED
266RKTROCKET COS INC220,000EXITED
267CDXSCODEXIS INC2,568,359EXITED
268OCULOCULAR THERAPEUTIX INC313,000EXITED
269CORTCORCEPT THERAPEUTICS INC90,000EXITED
270CLPTCLEARPOINT NEURO INC180,525EXITED
271IWMISHARES TR9,870EXITED
272SNOWSNOWFLAKE INC10,000EXITED
273ONONON HLDG AG35,500EXITED
274ADUSADDUS HOMECARE CORP15,000EXITED
275SAICSCIENCE APPLICATIONS INTL CO16,000EXITED
276WTTRSELECT WATER SOLUTIONS INC150,000EXITED
277BRBROADRIDGE FINL SOLUTIONS IN7,000EXITED
278WVEWAVE LIFE SCIENCES LTD90,000EXITED
279APOAPOLLO GLOBAL MGMT INC9,153EXITED
280PLUGPLUG POWER INC610,000EXITED
281MEDMEDIFAST INC111,244EXITED
282PTENPATTERSON-UTI ENERGY INC190,000EXITED
283MNDYMONDAY COM LTD7,000EXITED
284GWREGUIDEWIRE SOFTWARE INC5,000EXITED
285BKSYBLACKSKY TECHNOLOGY INC50,982EXITED
286ASTLALGOMA STL GROUP INC231,219EXITED
287CRAICRA INTL INC4,000EXITED
288ZSZSCALER INC3,500EXITED
289CARAVIS BUDGET GROUP6,000EXITED
290SEATVIVID SEATS INC80,000EXITED
291PDFSPDF SOLUTIONS INC20,000EXITED
292LESLLESLIES INC262,460EXITED
293WOOFPETCO HEALTH & WELLNESS CO I120,000EXITED
294BRCCBRC INC292,460EXITED
295CRDOCREDO TECHNOLOGY GROUP HOLDI2,000EXITED
296ITGARTNER INC895EXITED

Source: SEC EDGAR · accession 0001140361-26-019480. 13F discloses long positions only — shorts, foreign equities, and options are excluded.