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Potomac Capital Management, Inc.

Q4 2023 · Filed 2024-02-15
Market Value
$75M
-0.9%
Holdings
53
-2
New Purchases
9
Added To
15
Closed
8
Reduced
12
Top 10 Concentration
60.9%
Turnover
32.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CONXW 19.62% 0.00% +19.62% $15M
DISH 6.10% 2.40% +3.70% $5M
CMPOW 1.98% 0.00% +1.98% $1M
SMTC 1.69% 0.00% +1.69% $1M
BVH 4.71% 3.08% +1.63% $4M
ENRFF 1.34% 0.00% +1.34% $1M
IVAC 2.27% 1.06% +1.21% $2M
ASPN 2.45% 1.32% +1.13% $2M
DSP 3.31% 2.23% +1.09% $3M
CNDT 2.44% 1.39% +1.06% $2M
LGF-A 2.48% 1.91% +0.57% $2M
APLD 0.45% 0.00% +0.45% $337K
OEC 1.40% 1.06% +0.33% $1M
TALK 0.45% 0.14% +0.30% $337K
EOLS 2.16% 1.86% +0.30% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CNXX 0.00% 19.04% -19.04% $0
SATS 0.00% 5.14% -5.14% $0
GPGI 1.11% 3.73% -2.62% $837K
BW 0.64% 2.76% -2.12% $481K
LSAK 6.56% 7.81% -1.25% $5M
SPB 0.00% 1.03% -1.03% $0
PESI 3.11% 4.07% -0.95% $2M
TTSH 0.00% 0.87% -0.87% $0
INSE 5.86% 6.70% -0.84% $4M
SCVL 0.00% 0.81% -0.81% $0
GAMB 2.83% 3.64% -0.81% $2M
ALLT 2.16% 2.94% -0.79% $2M
PLCE 0.00% 0.48% -0.48% $0
TPCS 0.53% 1.00% -0.47% $397K
VTNR 0.81% 1.15% -0.35% $610K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $850K 1.1%
Large Cap 4 $2M 2.7%
Mid Cap 7 $10M 12.7%
Small Cap 14 $20M 26.4%
Micro Cap 27 $43M 57.0%

Portfolio Analytics

Avg Market Cap
$9.1B
Median Market Cap
$292M
Avg P/E
28.4
Median P/E
17.2
Avg Dividend Yield
0.01%
Avg Beta
1.29
# Stocks
52
# ETFs / Funds
1

Top Holdings (53 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CONXW 19.62% 1,383,803 $15M $10.70 +1,383,803 NEW
2 LSAK 6.56% 1,528,199 $5M $3.24 -$1M +2,200 +0.1%
3 DISH 6.10% 798,200 $5M $5.77 $3M +486,200 +155.8%
4 INSE 5.86% 447,496 $4M $9.88 -$685K +20,591 +4.8%
5 KVHI 4.87% 699,200 $4M $5.26 $35K -15,055 -2.1%
6 BVH 4.71% 47,300 $4M $75.12 $1M -16,726 -26.1%
7 CLAR 3.96% 433,100 $3M $6.90 -$243K +5,889 +1.4%
8 DSP 3.31% 363,089 $3M $6.89 $807K +60,441 +20.0%
9 PESI 3.11% 298,984 $2M $7.86 -$748K +2,513 +0.8%
10 GAMB 2.83% 219,300 $2M $9.75 -$637K +7,104 +3.4%
11 ENZ 2.73% 1,481,742 $2M $1.39 $23K +26,742 +1.8%
12 LGF-A 2.48% 171,500 $2M $10.90 $414K -87 -0.1%
13 ASPN 2.45% 117,226 $2M $15.78 $842K
14 CNDT 2.44% 505,310 $2M $3.65 $786K +201,310 +66.2%
15 IVAC 2.27% 397,089 $2M $4.32 $907K +137,089 +52.7%
16 EOLS 2.16% 154,847 $2M $10.53 $215K
17 ALLT 2.16% 986,300 $2M $1.65 -$615K -42,262 -4.1%
18 CMPOW 1.98% 276,390 $1M $5.40 +276,390 NEW
19 SMTC 1.69% 58,200 $1M $21.91 +58,200 NEW
20 OEC 1.40% 38,000 $1M $27.73 $245K
21 XBI 1.37% 11,554 $1M $89.29 $188K
22 ENRFF 1.34% 216,400 $1M $4.67 +216,400 NEW
23 SVC 1.32% 117,000 $999K $8.54 $99K
24 YTRA 1.16% 537,467 $876K $1.63 -$204K
25 III 1.14% 182,000 $857K $4.71 $130K +16,000 +9.6%
26 BAC 1.13% 25,244 $850K $33.67 $159K
27 GPGI 1.11% 155,000 $837K $5.40 -$2M -285,715 -64.8%
28 ELY 0.99% 52,000 $746K $14.34 -$16K -3,000 -5.5%
29 STKS 0.81% 100,100 $613K $6.12 $74K +2,172 +2.2%
30 VTNR 0.81% 180,000 $610K $3.39 -$269K -17,545 -8.9%
31 PWFL 0.66% 146,017 $499K $3.42 $51K -70,554 -32.6%
32 PCYO 0.65% 46,793 $490K $10.47 $41K
33 BW 0.64% 329,625 $481K $1.46 -$2M -168,856 -33.9%
34 CFLT 0.60% 19,300 $452K $23.40 -$7K +3,800 +24.5%
35 TPCS 0.53% 76,701 $397K $5.18 -$364K -28,185 -26.9%
36 PWSC 0.50% 15,900 $375K $23.56 -$56K -3,100 -16.3%
37 TALK 0.45% 132,800 $337K $2.54 $229K +77,200 +138.8%
38 UIS 0.45% 60,000 $337K $5.62 $8K -35,496 -37.2%
39 APLD 0.45% 50,000 $337K $6.74 +50,000 NEW
40 QRTEP 0.29% 6,000 $216K $35.96 +6,000 NEW
41 CHGG 0.26% 17,500 $199K $11.36 +17,500 NEW
42 INVE 0.24% 21,600 $178K $8.24 $9K +1,600 +8.0%
43 COYA 0.21% 21,101 $156K $7.41 +21,101 NEW
44 AEYE 0.15% 20,300 $110K $5.42 $10K
45 LGF-B 0.08% 6,059 $62K $10.19 +6,059 NEW
46 SPB —% -$784K -10,000 -100.0% SOLD
47 CNXX —% -$15M -1,393,403 -100.0% SOLD
48 PLCE —% -$368K -13,600 -100.0% SOLD
49 TTSH —% -$665K -121,201 -100.0% SOLD
50 SATS —% -$4M -233,600 -100.0% SOLD
51 LAZY —% -$76K -10,000 -100.0% SOLD
52 SCVL —% -$619K -25,739 -100.0% SOLD
53 QNST —% -$117K -13,000 -100.0% SOLD

Options Breakdown

2 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
DISH $0 SOLD
ERII $0 SOLD

New Positions

SymbolValue% Port
CONXW $15M 19.62%
CMPOW $1M 1.98%
SMTC $1M 1.69%
ENRFF $1M 1.34%
APLD $337K 0.45%
QRTEP $216K 0.29%
CHGG $199K 0.26%
COYA $156K 0.21%
LGF-B $62K 0.08%

Sold Out Positions

SymbolValue% Port
SPB —%
QNST —%
SCVL —%
SATS —%
PLCE —%
TTSH —%
CNXX —%
LAZY —%
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