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J. Mark Nickell & Co.

13F filer · CIK 0001811161
Reported Aug 11, 2026
Net seller this quarter
13F portfolio value$125MU.S. long equity reported on 13F
Positions31 new · 3 closed
Net flow last quarter-$15.1MBuys minus sells
Top 10 positions weight13.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 11, 20263 positions
QLTYQuality Distribution Inc$12.3M9.78%1.05%-43.7%Q4 2025
EMXCEmax Holdings Corp$4.58M3.65%Not reported-46.4%Q4 2025
ZAPSpectrum Brands Holdings, Inc.$307K0.24%Not reportedNewQ2 2026
Q1 2026Reported May 20, 20265 positions
QLTYQuality Distribution Inc$18.9M9.13%1.86%+153.3%Q4 2025
EMXCEmax Holdings Corp$6.57M3.17%Not reported+122.0%Q4 2025
SUSASouthern USA Resources Inc.$889K0.43%Not reported+100.0%Q4 2025
HCAHCA Healthcare, Inc.$473K0.23%0.00%NewQ1 2026
DEDeere & Co$458K0.22%0.00%NewQ1 2026
Q4 2025Reported Feb 13, 20263 positions
QLTYQuality Distribution Inc$7.94M7.33%0.73%NewQ4 2025
EMXCEmax Holdings Corp$2.73M2.52%Not reportedNewQ4 2025
SUSASouthern USA Resources Inc.$469K0.43%Not reportedNewQ4 2025
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