Horrell Capital Management, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Horrell Capital Management, Inc. has released its quarterly report, showcasing its 13F holdings comparison between Q3 2023 and Q4 2023. The data reveals interesting changes in the holdings of the fund, reflecting market trends and investment strategies. In this article, we will delve into the highlights of the report and provide insights into the significance of these changes.

Union Pacific Corporation (UNP) remains a top holding for Horrell Capital Management, Inc., with a minimal increase of 271 shares in Q4 2023 compared to Q3 2023. This indicates a consistent belief in the long-term value of the company.

O'Reilly Automotive, Inc. (ORLY) experienced a slight increase of 66 shares in Q4 2023. This modest change suggests that Horrell Capital Management, Inc. maintains confidence in the company's performance.

Lennox International Inc. (LII) saw a relatively small increase of 94 shares in Q4 2023. This indicates a cautious approach towards the company, possibly considering the market conditions during that period.

Dillard's, Inc. (DDS) held steady with no change in shares between Q3 2023 and Q4 2023. This suggests that Horrell Capital Management, Inc. maintains a consistent outlook on the company's prospects.

Hunt J B Trans Svcs Inc. (JBHT) experienced a marginal increase of 94 shares in Q4 2023 compared to Q3 2023. This suggests a conservative approach towards the company, potentially considering various factors influencing the transportation industry.

AutoZone Inc. (AZO) saw a minor increase of 13 shares in Q4 2023. This indicates a cautious approach towards the company, possibly based on market conditions during that period.

Murphy USA Inc. (MUSA) witnessed a slight increase of 465 shares in Q4 2023. This suggests a measured confidence in the company's performance in the fuel retail sector.

Home Depot Inc. (HD) experienced a significant increase of 1,326 shares in Q4 2023 compared to Q3 2023. This indicates a strong belief in the company's long-term growth potential, reflecting the positive outlook on the home improvement industry.

Wix Com Ltd. (WIX) saw a substantial increase of 3,000 shares in Q4 2023. This reflects the growing popularity and demand for Wix's website development platform.

Lockheed Martin Corp. (LMT) witnessed a modest increase of 53 shares in Q4 2023. This suggests a cautious approach towards the company, potentially considering various factors influencing the defense industry.

FedEx Corp. (FDX) experienced a slight decrease of 45 shares in Q4 2023. This change indicates a conservative approach towards the company, potentially considering market conditions during that period.

Go Daddy Group Inc. (GDDY) saw a significant increase of 20,000 shares in Q4 2023 compared to Q3 2023. This reflects a high level of confidence in the company's prospects in the web hosting industry.

Benchmark Electrs Inc. (BHE) held steady with no change in shares between Q3 2023 and Q4 2023. This suggests a consistent outlook on the company's performance.

Lowes Cos Inc. (LOW) experienced a modest increase of 94 shares in Q4 2023. This indicates a cautious approach towards the company, potentially considering various factors influencing the home improvement retail sector.

Zuora Inc. (ZUO) saw a significant increase of 75,000 shares in Q4 2023 compared to Q3 2023. This indicates a strong belief in the company's growth potential in the subscription management space.

Resources Connection Inc. (RGP) witnessed a moderate increase of 44,053 shares in Q4 2023. This suggests a positive outlook on the company's consulting and advisory services.

The report showcases numerous other holdings, each with their own unique changes and implications. It is important to note that these changes reflect the investment strategy and market conditions during the specified period. Horrell Capital Management, Inc. aims to optimize its portfolio based on extensive research, market analysis, and its investment philosophy.

In conclusion, the Q3 2023 vs. Q4 2023 13F holdings comparison provides valuable insights into the investment decisions of Horrell Capital Management, Inc. These changes in holdings reflect the fund's outlook on individual companies and the sectors they operate in. Investors and market enthusiasts can utilize this information to gain a deeper understanding of the fund's strategy and the potential opportunities presented by these holdings.