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Potomac Capital Management, Inc.

Q3 2023 · Filed 2023-11-14
Market Value
$76M
-8.0%
Holdings
55
-1
New Purchases
6
Added To
17
Closed
11
Reduced
10
Top 10 Concentration
62.2%
Turnover
30.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CNXX 19.04% 0.00% +19.04% $15M
GPGI 3.73% 1.36% +2.37% $3M
LSAK 7.81% 6.97% +0.85% $6M
CLAR 4.24% 3.44% +0.80% $3M
DSP 2.23% 1.50% +0.73% $2M
EOLS 1.86% 1.36% +0.50% $1M
PLCE 0.48% 0.00% +0.48% $368K
CNDT 1.39% 1.03% +0.36% $1M
ENZ 2.67% 2.33% +0.34% $2M
SATS 5.14% 4.80% +0.34% $4M
BVH 3.08% 2.76% +0.33% $2M
IVAC 1.06% 0.79% +0.27% $809K
ASPN 1.32% 1.12% +0.21% $1M
QNST 0.15% 0.00% +0.15% $117K
TALK 0.14% 0.00% +0.14% $108K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CONXW 0.00% 17.33% -17.33% $0
CMPOW 0.00% 2.29% -2.29% $0
KVHI 4.78% 6.80% -2.02% $4M
BW 2.76% 3.54% -0.78% $2M
INSE 6.70% 7.39% -0.69% $5M
CSSE 0.00% 0.65% -0.65% $0
SPHR 0.00% 0.50% -0.50% $0
DISH 2.40% 2.85% -0.45% $2M
GAMB 3.64% 4.05% -0.41% $3M
VTNR 1.15% 1.52% -0.36% $879K
DHC 0.00% 0.34% -0.34% $0
ITRN 0.00% 0.33% -0.33% $0
GFF 0.00% 0.29% -0.29% $0
ELY 1.00% 1.23% -0.23% $761K
GENI 0.00% 0.22% -0.22% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $691K 0.9%
Large Cap 2 $4M 5.7%
Mid Cap 10 $9M 11.6%
Small Cap 15 $19M 24.9%
Micro Cap 27 $43M 56.9%

Portfolio Analytics

Avg Market Cap
$8.5B
Median Market Cap
$322M
Avg P/E
34.7
Median P/E
20.3
Avg Dividend Yield
0.03%
Avg Beta
1.17
# Stocks
54
# ETFs / Funds
1

Top Holdings (55 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CNXX 19.04% 1,393,403 $15M $10.41 +1,393,403 NEW
2 LSAK 7.81% 1,525,999 $6M $3.90 $183K +12,076 +0.8%
3 INSE 6.70% 426,905 $5M $11.96 -$1M +10,822 +2.6%
4 SATS 5.14% 233,600 $4M $16.75 -$64K +4,286 +1.9%
5 KVHI 4.78% 714,255 $4M $5.10 -$2M +98,032 +15.9%
6 CLAR 4.24% 427,211 $3M $7.56 $377K +115,099 +36.9%
7 PESI 4.07% 296,471 $3M $10.45 -$207K -4,529 -1.5%
8 GPGI 3.73% 440,715 $3M $6.45 $2M +276,890 +169.0%
9 GAMB 3.64% 212,196 $3M $13.08 -$578K -115,281 -35.2%
10 BVH 3.08% 64,026 $2M $36.68 $66K
11 ALLT 2.94% 1,028,562 $2M $2.18 -$222K +248,643 +31.9%
12 BW 2.76% 498,481 $2M $4.21 -$829K +2,300 +0.5%
13 ENZ 2.67% 1,455,000 $2M $1.40 $105K +405,100 +38.6%
14 DISH 2.40% 312,000 $2M $5.86 -$529K -45,712 -12.8%
15 DSP 2.23% 302,648 $2M $5.60 $454K +33,486 +12.4%
16 LGF-A 1.91% 171,587 $1M $8.48 -$60K
17 EOLS 1.86% 154,847 $1M $9.14 $290K
18 YTRA 1.42% 537,467 $1M $2.01 -$47K -31,679 -5.6%
19 CNDT 1.39% 304,000 $1M $3.48 $208K +54,000 +21.6%
20 ASPN 1.32% 117,226 $1M $8.60 $83K
21 SVC 1.18% 117,000 $900K $7.69 -$122K -562 -0.5%
22 VTNR 1.15% 197,545 $879K $4.45 -$377K -3,455 -1.7%
23 XBI 1.11% 11,554 $844K $73.02 -$118K
24 OEC 1.06% 38,000 $809K $21.28 -$64K -3,105 -7.5%
25 IVAC 1.06% 260,000 $809K $3.11 $152K +85,000 +48.6%
26 SPB 1.03% 10,000 $784K $78.35 $3K
27 TPCS 1.00% 104,886 $761K $7.26 -$14K
28 ELY 1.00% 55,000 $761K $13.84 -$255K +3,800 +7.4%
29 III 0.95% 166,000 $727K $4.38 -$122K +7,518 +4.7%
30 BAC 0.91% 25,244 $691K $27.38 -$33K
31 TTSH 0.87% 121,201 $665K $5.49 -$6K
32 SCVL 0.81% 25,739 $619K $24.03 -$126K -5,961 -18.8%
33 STKS 0.71% 97,928 $539K $5.50 -$170K +1,154 +1.2%
34 CFLT 0.60% 15,500 $459K $29.61 -$88K
35 PCYO 0.59% 46,793 $449K $9.60 -$66K
36 PWFL 0.59% 216,571 $448K $2.07 -$27K +58,088 +36.6%
37 PWSC 0.57% 19,000 $431K $22.66 $31K -1,876 -9.0%
38 PLCE 0.48% 13,600 $368K $27.03 +13,600 NEW
39 UIS 0.43% 95,496 $329K $3.45 -$79K -7,032 -6.9%
40 INVE 0.22% 20,000 $169K $8.44 $85K +10,000 +100.0%
41 QNST 0.15% 13,000 $117K $8.97 +13,000 NEW
42 TALK 0.14% 55,600 $108K $1.95 +55,600 NEW
43 AEYE 0.13% 20,300 $100K $4.95 +20,300 NEW
44 LAZY 0.10% 10,000 $76K $7.60 +10,000 NEW
45 CMPOW —% -$2M -276,890 -100.0% SOLD
46 DHC —% -$284K -126,194 -100.0% SOLD
47 GFF —% -$242K -6,000 -100.0% SOLD
48 CSSE —% -$538K -453,710 -100.0% SOLD
49 LOV —% -$125K -397,903 -100.0% SOLD
50 ITRN —% -$272K -11,673 -100.0% SOLD
51 SPHR —% -$411K -15,000 -100.0% SOLD
52 CDLX —% -$89K -14,100 -100.0% SOLD
53 PFSW —% -$68K -15,000 -100.0% SOLD
54 CONXW —% -$14M -1,393,403 -100.0% SOLD
55 GENI —% -$186K -30,000 -100.0% SOLD

New Positions

SymbolValue% Port
CNXX $15M 19.04%
PLCE $368K 0.48%
QNST $117K 0.15%
TALK $108K 0.14%
AEYE $100K 0.13%
LAZY $76K 0.10%

Sold Out Positions

SymbolValue% Port
GFF —%
GENI —%
SPHR —%
CDLX —%
DHC —%
ITRN —%
CSSE —%
CONXW —%
LOV —%
CMPOW —%
PFSW —%
View SEC EDGAR Filings for Potomac Capital Management, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms