Prescott Group Capital Top Picks: Air Transport Services Group Inc. (ATSG), Nature’s Sunshine Prod. (NATR) & More

In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last year. In its latest 13F, Phil Frohlich’s Prescott Group Capital Management revealed its holdings as held at the end of the fourth quarter of 2013.

Air Transport Services Group Inc. (NASDAQ:ATSG)

The total value of Prescott Group Capital’s equity portfolio jumped to $526.35 million in the fourth quarter from $470.47 million disclosed in the third quarter. In this article, we will talk about Prescott Group Capital’s top five holdings in terms of value that the fund has held in its equity portfolio at the end of last year.

The first one is Air Transport Services Group Inc. (NASDAQ:ATSG), in which the fund disclosed ownership of 5.79 million shares, with a reported value of around $46.81 million. Air Transport Services Group Inc. (NASDAQ:ATSG) provides air cargo transportation and related services to domestic and foreign air carriers and other companies that outsource their air cargo lift requirements.

The next is Nature’s Sunshine Prod. (NASDAQ:NATR) in which the fund holds 1.87 million shares worth around $32.31 million. The company is engaged in the manufacturing and selling of nutritional and personal care products.

Silicon Graphics International Corp (NASDAQ:SGI) is the third-largest holding in which the Prescott Group Capital revealed ownership of 1.75 million shares, with a reported value of $23.42 million. The fund held 1.69 million shares of the company at the end of third quarter of 2013.

In BioScrip Inc (NASDAQ:BIOS), the fund disclosed an $18.05 million stake. The fund holds 2.44 million shares of the company, up from 1.07 million shares held previously. The company provides pharmacy and home health services.

The fifth position is held by Bluephoenix Solutions Ltd (NASDAQ:BPHX), in which the fund increased its stake to 3.23 million shares, worth $14.84 million, from 2.73 million shares disclosed at the end of the third quarter of 2013. Bluephoenix Solutions Ltd. (NASDAQ:BPHX) is engaged in the development and marketing of enterprise legacy information technology (IT) modernization solutions.

Disclosure: none

Recommended Reading:

Marathon Petroleum Corp. (MPC) & General Motors Company (GM) Are Among Largest Holdings in Marathon Asset Management’s Latest 13F

Marc Lasry’s Avenue Capital Reveals Stake in Boulevard Acquisition Corp. (BLVDU)

Berkshire Hathaway In Discussions with Graham Holdings Co (GHC) Regarding a Split-off Transaction

Biotech Insider Alert - $6 Stock To Hit $40

$200 Million Dollar Healthcare Hedge Fund's #1 Best Idea Right Now

The best healthcare hedge fund out there right now is one of the largest shareholders in this biotech stock. The fund returned more than 20% in each of the last 2 years with a virtually fully hedged portfolio, and it's sending out a BUY signal on this biotech stock. Get your FREE REPORT today (retail value of $300)

This is a FREE report from Insider Monkey. Credit Card is NOT required.
Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

The Greatest Directors in the World

Largest Animals in the World

World’s Most Expensive Desserts

Best Selling Comic Books of All Time

A-list Actors who Sabotaged Their Career

Rappers With a College Degree

The Best Jazz Albums of all Time

The Most Influential Jazz Musicians

The World’s Most Famous Photographers

The Best Oscar-Winning Songs

Most Influential Choreographers Ever

Most Expensive Department Stores in the World

The Most Expensive Stolen Paintings in the World

The World’s Most Expensive Teas

Top Oscar Record Holders

The Most Expensive Flowers in the World

Countries With a Booming Film Industry

Most Expensive Cupcakes in the World

Uncommon European Escapes

The Most Stolen Artists in History

Best Travel Destinations in Australia

World’s Most Expensive Musical Instruments

World’s Most Famous Animals

Most Expensive Cakes in the World

Most Expensive Kosher Champagne in the World

Most Expensive Kosher Wine in the World

The Most Surprisingly Dark Fairy Tales

Most Popular Travel Destinations in Asia

The 10 Most Expensive Dresses Ever Worn to the Oscars

World’s Most Visited Art Museums

Best Countries for Photographers to Work in

Best Paid Jobs in the Film Industry

The Most Renowned Recovered Paintings Ever

Child Stars That Turned out Just Fine

Books That Were Banned in the Past Century

World’s Richest Dancers

Best Remedies against Bad Breath

Foods That Improve Your Skin Texture

Best-Selling Children’s Books of all Time

Foods That Boost Your Libido

Best-Selling Books of all Time

The Most Expensive Academy Awards Jewelry in History

Most Expensive Japanese Restaurant In New York City

The Best B-Boy Movies

Most Awesome Hip Hop Documentaries

Foods That Stain Your Teeth

Richest Doctors in the World

The Best Movie Sountracks Ever

The Highest Grossing Musicals on Broadway

The Most Successful Reality TV Stars

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 129% in 2.5 years!! Wondering How?

Download a complete edition of our newsletter for free!