Gate City Capital Management, Llc Portfolio Stock Holdings

Gate City Capital Management, Llc disclosed 16 stock positions valued at approximately $256.9 million in its latest SEC 13F filing. The largest holdings include ALICO INC, HARLEY DAVIDSON INC, and ENTRAVISION COMMUNICATIONS C. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
16
Portfolio Value
$256.9M
Holdings by Sector
Gate City Capital Management, Llc Portfolio Holdings in Q1 2026

16 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALICO INCALCOConsumer Defensive20.62%1,283,706-13,973-1.08%$52,965,710
HARLEY DAVIDSON INCHOGConsumer Cyclical17.86%2,269,416+2,269,416+100.00%$45,887,592
ENTRAVISION COMMUNICATIONS CEVCCommunication Services12.20%10,556,711-534,257-4.82%$31,353,432
INGLES MKTS INCIMKTAConsumer Defensive7.75%221,399+13,838+6.67%$19,901,556
JAKKS PAC INCJAKKConsumer Cyclical7.50%967,114+184,397+23.56%$19,264,911
HEARTLAND EXPRESS INCHTLDIndustrials6.39%1,578,634-614,173-28.01%$16,417,794
SEAPORT ENTMT GROUP INCSEGOther5.76%689,447+304,121+78.93%$14,809,322
HELIX ENERGY SOLUTIONS GRP IHLXEnergy5.00%1,297,832-574,363-30.68%$12,835,558
SAGA COMMUNICATIONS INCSGACommunication Services3.93%863,845--$10,106,987
INTREPID POTASH INCIPIBasic Materials3.73%224,275-689,751-75.46%$9,592,242
CANTERBURY PK HLDG CORPCPHCConsumer Cyclical2.70%445,553+208+0.05%$6,946,171
PEABODY ENERGY CORPBTUEnergy2.19%170,847-438,959-71.98%$5,629,409
DOUGLAS ELLIMAN INCDOUGReal Estate1.46%2,280,114+2,280,114+100.00%$3,739,387
HOOKER FURNISHINGS CORPORATIHOFTConsumer Cyclical1.19%236,671+17,743+8.10%$3,048,322
AMREP CORPAXRReal Estate0.94%85,749-14,993-14.88%$2,412,119
CULP INCCULPConsumer Cyclical0.78%731,301-6,000-0.81%$2,003,765