Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ECHOEchostar Holding Corp-a | $17.3M | 12.6% | −16.0% |
| ATEXAnterix Inc | $16.0M | 11.7% | −10.8% |
| LSAKLesaka Technologies Inc | $7.5M | 5.5% | +36.2% |
| PESIPerma-fix Environmental Svcs | $6.8M | 5.0% | +60.8% |
| DSPViant Technology Inc-a | $6.8M | 5.0% | +1.0% |
| CNXXConx Corp | $6.7M | 4.9% | −12.5% |
| WYYWidepoint Corp | $5.2M | 3.8% | +9.7% |
| XPERXperi Inc-w/i | $5.1M | 3.8% | |
| INSEInspired Entertainment Inc | $5.1M | 3.7% | |
| DUOTDuos Technologies Group Inc | $3.8M | 2.8% | −3.4% |
| CLARClarus Corporation | $3.6M | 2.6% | |
| AIOTPowerfleet Inc | $3.5M | 2.6% | |
| Allot Communications LtdCUSIP M0854Q105 | $3.3M | 2.4% | |
| GRPNGroupon Inc | $3.0M | 2.2% | −20.9% |
| LIONLionsgate Studios Holding Co | $2.6M | 1.9% | −22.1% |
| KVHIKvh Industries Inc | $2.6M | 1.9% | −44.1% |
| FENCFennec Pharmaceuticals Inc | $2.4M | 1.8% | |
| GANXGain Therapeutics Inc | $1.9M | 1.4% | −6.2% |
| Schmid Group NvCUSIP N68722102 | $1.8M | 1.3% | New |
| GPGIGpgi Inc | $1.8M | 1.3% | |
| CODICompass Diversified | $1.8M | 1.3% | −32.2% |
| TPCSTechprecision Corp | $1.5M | 1.1% | +12.0% |
| CDZICadiz Inc | $1.5M | 1.1% | +4.5% |
| Acv Auctions Inc-aCUSIP 00091G104 | $1.4M | 1.0% | New |
| NNNextnav Inc | $1.4M | 1.0% | +110.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ATEXAnterix Inc | December 31, 2025 | +371.6% | $16.0M |
| BWBabcock & Wilcox Enterpr | December 31, 2025 | +122.4% | $902K |
| PRCHPorch Group Inc | March 31, 2026 | +109.8% | $752K |
| LIONLionsgate Studios Holding Co | December 31, 2025 | +67.7% | $2.6M |
| GSITGsi Technology Inc | March 31, 2026 | +50.4% | $1.3M |
| KVHIKvh Industries Inc | December 31, 2025 | +42.2% | $2.6M |
| XPERXperi Inc-w/i | December 31, 2025 | +40.4% | $5.1M |
| FENCFennec Pharmaceuticals Inc | December 31, 2025 | +39.6% | $2.4M |
| GRPNGroupon Inc | December 31, 2025 | +36.6% | $3.0M |
| CODICompass Diversified | March 31, 2026 | +35.6% | $1.8M |
Sold off last quarter
- HCKTThe Hacket Group Inc was $1.5M
- PXLWPixelworks Inc was $1.1M
- MXMagnachip Semiconduct-dep Sh was $1.0M
- CXDOCrexendo Inc was $861K
- QLDProshares Ultra Qqq was $738K
- DDIDoubledown Interactive -adr was $668K
- Mcdermott International LtdCUSIP G5924V148 was $520K
- Luna Innovations IncCUSIP 550351100 was $508K
- DHCDiversified Healthcare Trust was $398K
- IDAIT Stamp Inc-class A was $385K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +24.1% | +14.8% |
| March 31, 2026 | −5.1% | −4.6% |
| December 31, 2023 | +0.2% | +11.2% |
| September 30, 2023 | −9.4% | −3.6% |
| June 30, 2023 | −1.4% | +8.3% |
| March 31, 2023 | +13.5% | +7.0% |
| December 31, 2022 | +5.0% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −19.9% | −16.5% |
| March 31, 2022 | −3.2% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Potomac Capital Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1418746&type=13F-HR&dateb=&owner=include&count=40CIK 1418746
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1418746/000110465926097069/Filed August 14, 2026 · accession 0001104659-26-097069