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Portfolio (Quarterly) Guide ↗

Prairiewood Capital, LLC

· CIK 0001839695
13F Portfolio $346M AUM 77 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 29 Added 20 Reduced 5 Exited
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHB SCHWAB STRATEGIC TR 11,199.0 $281K 0.08% $25.10 +13.5%
62 PEP PEPSICO INC Consumer Defensive 1,800.0 $280K 0.08% $155.29 -8.6%
63 KFY KORN FERRY Industrials 4,417.0 $278K 0.08% $62.95 +15.6%
64 IEMG ISHARES INC 3,794.0 $265K 0.08% $69.75 +16.7%
65 DFAC DIMENSIONAL ETF TRUST 6,692.0 $260K 0.07% $38.86 +13.0%
66 GTX GARRETT MOTION INC Consumer Cyclical 13,618.0 $247K 0.07% $18.17 +87.8%
67 MRK MERCK & CO INC Healthcare 2,000.0 $241K 0.07% $120.29 +6.5%
68 SMCI SUPER MICRO COMPUTER INC Technology 10,202.0 $232K 0.07% -1K -10.1% $22.77 +36.7%
69 STIP ISHARES TR 2,075.0 $215K 0.06% -753.0 -26.6% $103.43 -1.3%
70 PRF INVESCO EXCHANGE TRADED FD T 4,491.0 $213K 0.06% +55.0 +1.2% $47.53 +13.4%
71 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 10,130.0 $126K 0.04% NEW $12.40 -0.8%
72 VGZ VISTA GOLD CORP Basic Materials 41,000.0 $80K 0.02% $1.96 +4.3%
73 PLTK PLAYTIKA HLDG CORP Technology 28,338.0 $79K 0.02% $2.78 +35.4%
74 TGB TASEKO MINES LTD Basic Materials 11,000.0 $71K 0.02% -5K -31.2% $6.45 +2.4%
75 EON RESOURCES INC 61,000.0 $51K 0.01% +21K +52.5% $0.83
76 AMTX AEMETIS INC Energy 14,810.0 $47K 0.01% NEW $3.19 -46.7%
77 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 20,000.0 $28K 0.01% $1.40 +30.7%
Page 4 of 4  ·  77 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 43.2%
Financial Services 29.2%
Technology 9.5%
Consumer Defensive 8.6%
Healthcare 3.4%
Industrials 3.3%
Consumer Cyclical 1.8%
Communication Services 0.6%
Basic Materials 0.4%
Energy 0.1%