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.

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

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