Prescott Group Is Still High On These 5 Stocks

3. Servicesource International Inc (NASDAQ:SREV)

Shares held (as of September 30): 3,495,275

Total Value (as of September 30): $13.98 million

Percent of Portfolio (as of September 30): 3.37%

Prescott Group reduced its stake in Servicesource International Inc (NASDAQ:SREV) by 5% during the third quarter to around 3.50 million shares worth about $14 million. Servicesource International is a California-based company that provides B2B companies with expert managed services, cloud software, and processes to increase customer success, drive revenue growth, and decrease churn from existing customers. During the last three months, Servicesource International’s stock has dropped by over 9%. Another investor that loves Servicesource International Inc (NASDAQ:SREV) is Altai Capital, led by Rishi Bajaj, Toby Symonds, and Steve Tesoriere, which has a holding of 11.73 million shares of the company.

2. Nature’s Sunshine Prod. (NASDAQ:NATR)

Shares held (as of September 30): 1,865,383

Total Value (as of September 30): $22.35 million

Percent of Portfolio (as of September 30): 5.39%

Prescott Group’s stake in Nature’s Sunshine Prod. (NASDAQ:NATR) remained unchanged over the quarter. The fund revealed owning 1.87 million shares, valued at $22.4 million. Having a market cap of over $225 million, Nature’s Sunshine is a natural health and wellness company engaged in the manufacture and direct selling of nutritional and personal care products. For the third quarter of 2015, Nature’s Sunshine Prod. reported a decrease in income from continuing operations to $1.6 million, or $0.08 per diluted common share, versus $5.1 million, or $0.29 per diluted common share, in the same quarter last year. This seems to have had an impact on the company’s stock, which has dropped by around 19% year-to-date. Aside from Prescott Group, Nelson Obus’ Wynnefield Capital is also betting big on Nature’s Sunshine Prod. (NASDAQ:NATR), holding 2.03 million shares.

1. Air Transport Services Group Inc. (NASDAQ:ATSG)

Shares held (as of September 30): 4,936,333

Total Value (as of September 30): $42.21 million

Percent of Portfolio (as of September 30): 10.18%

Air Transport Services Group Inc. (NASDAQ:ATSG) remains Prescott Group’s top holding. However, the fund’s stake, containing 4.94 million shares, was decreased by 6% during the third quarter. With a market cap of over $651 million, Air Transport Services Group is engaged in providing aircraft leasing, airline operations, aircraft maintenance and other support services to the air cargo transportation and package delivery industries. Air Transport Services Group Inc. (NASDAQ:ATSG)’s stock has been another strong performer for Prescott Group this year, improving by 16.71% year-to-date. Among the largest shareholders of Air Transport Services among those that we track is Willem Mesdag’s Red Mountain Capital, which owns 11.15 million shares.

Disclosure: None