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Portfolio (Quarterly) Guide ↗

Prairiewood Capital, LLC

· CIK 0001839695
13F Portfolio $322M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 STIP ISHARES TR 2,828.0 $290K 0.09% NEW $102.39 -0.2%
62 DFAC DIMENSIONAL ETF TRUST 6,692.0 $265K 0.08% NEW $39.59 +10.6%
63 PEP PEPSICO INC Consumer Defensive 1,800.0 $258K 0.08% NEW $143.52 -1.5%
64 IEMG ISHARES INC 3,794.0 $255K 0.08% NEW $67.22 +20.9%
65 GTX GARRETT MOTION INC Consumer Cyclical 13,618.0 $237K 0.07% NEW $17.43 +101.4%
66 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 6,203.0 $232K 0.07% NEW $37.42 -5.2%
67 LEU CENTRUS ENERGY CORP Energy 900.0 $218K 0.07% NEW $242.76 -31.8%
68 MRK MERCK & CO INC Healthcare 2,000.0 $211K 0.07% NEW $105.26 +22.0%
69 PRF INVESCO EXCHANGE TRADED FD T 4,436.0 $208K 0.07% NEW $46.92 +14.5%
70 AMZN AMAZON COM INC Consumer Cyclical 892.0 $206K 0.06% NEW $230.82 +0.8%
71 PLTK PLAYTIKA HLDG CORP Technology 28,338.0 $112K 0.04% NEW $3.95 -3.0%
72 TGB TASEKO MINES LTD Basic Materials 16,000.0 $91K 0.03% NEW $5.66 +14.0%
73 VGZ VISTA GOLD CORP Basic Materials 41,000.0 $81K 0.03% NEW $1.97 +3.0%
74 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 20,000.0 $39K 0.01% NEW $1.97 -4.6%
75 EON RESOURCES INC 40,000.0 $15K 0.01% NEW $0.38
Page 4 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 39.8%
Financial Services 29.5%
Technology 10.8%
Consumer Defensive 7.5%
Healthcare 4.6%
Industrials 3.3%
Consumer Cyclical 2.4%
Communication Services 1.1%
Energy 0.4%
Basic Materials 0.4%