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Portfolio (Quarterly) Guide ↗

Park Capital Management, LLC / WI

· CIK 0001998000
13F Portfolio $170M AUM 161 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 100 New 30 Added 21 Reduced 14 Exited
Page 8 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OI O-I GLASS INC Consumer Cyclical 17,303.0 $167K 0.10% NEW $9.63 -23.3%
142 CARS CARS COM INC Consumer Cyclical 14,884.0 $163K 0.10% NEW $10.94 +9.1%
143 HDSN HUDSON TECHNOLOGIES INC Basic Materials 27,078.0 $155K 0.09% NEW $5.74 -5.4%
144 BLMN BLOOMIN BRANDS INC Consumer Cyclical 15,984.0 $146K 0.09% NEW $9.14 +15.8%
145 HCKT HACKETT GROUP INC Technology 13,185.0 $142K 0.08% NEW $10.77 +5.3%
146 EXPI AGNT INC Real Estate 25,539.0 $138K 0.08% NEW $5.41 -12.6%
147 FBRT FRANKLIN BSP RLTY TR INC Real Estate 16,013.0 $130K 0.08% NEW $8.14 +3.9%
148 LILA LIBERTY LATIN AMERICA LTD 16,352.0 $128K 0.07% NEW $7.84
149 LILAK LIBERTY LATIN AMERICA LTD Communication Services 15,931.0 $124K 0.07% NEW $7.79 +8.9%
150 RNW RENEW ENERGY GLOBAL PLC Utilities 19,188.0 $120K 0.07% NEW $6.25 +9.1%
151 MBC MASTERBRAND INC Consumer Cyclical 10,587.0 $109K 0.06% NEW $10.29 -16.1%
152 MOMO HELLO GROUP INC Communication Services 18,639.0 $108K 0.06% NEW $5.80 -1.4%
153 LITHIUM ARGENTINA AG 11,991.0 $99K 0.06% NEW $8.27
154 MH MCGRAW HILL INC Consumer Defensive 10,423.0 $99K 0.06% NEW $9.47 +39.6%
155 MTA METALLA RTY & STREAMING LTD Basic Materials 12,143.0 $92K 0.05% -5K -28.7% $7.61 +38.5%
156 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 10,449.0 $90K 0.05% -163.0 -1.5% $8.57 +55.4%
157 NAT NORDIC AMERICAN TANKERS LIMI Industrials 10,220.0 $57K 0.03% NEW $5.54 +22.2%
158 CXM SPRINKLR INC Technology 10,415.0 $54K 0.03% NEW $5.16 +58.1%
159 VRRM VERRA MOBILITY CORP Technology 11,529.0 $49K 0.03% NEW $4.25 +3.3%
160 ABEV AMBEV SA Consumer Defensive 10,276.0 $32K 0.02% $3.14 -8.9%
Page 8 of 9  ·  161 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
Technology 53.0%
Financial Services 28.0%
Industrials 4.1%
Consumer Cyclical 2.9%
Communication Services 2.8%
Consumer Defensive 2.6%
Healthcare 1.9%
Energy 1.6%
Real Estate 1.4%
Utilities 0.9%