POTOMAC CAPITAL MANAGEMENT INC
Q4 2023 Form 13-F
NEW YORK, NEW YORK
CIK 0001418746
· Institutional investment manager
$86.0M Reported Value Total
Reported value
$86.0M
Quarter over quarter
-0.7%
Holdings
53
Top-10 concentration
58.6%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
P.j. Solit
President
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 15, 2024 |
| Form | 13F-HR |
| Reported value | $86.0M |
| Positions | 53 |
| Change in reported value | +10.0% |
| New positions | 12 |
| Exited positions | 8 |
| Position turnover | 32.8% |
| Top-10 concentration | 58.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
62 | $146.5M |
|
Q1 2026 13F
Filed May 14, 2026
|
63 | $115.0M |
|
Q4 2025 13F
Filed Feb 11, 2026
|
65 | $124.5M |
|
Q4 2023 13F
Filed Feb 15, 2024
|
53 | $86.0M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
49 | $78.2M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
56 | $97.5M |
|
Q1 2023 13F
Filed May 15, 2023
|
56 | $95.4M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
52 | $85.8M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
59 | $87.3M |
|
Q2 2022 13F
Filed Aug 3, 2022
|
61 | $86.5M |
|
Q1 2022 13F
Filed Apr 27, 2022
|
66 | $116.0M |
|
Q4 2021 13F
Filed Feb 7, 2022
|
68 | $113.8M |
8 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CNXXW CONX CORP | $14.8M | 17.21% |
| 2 | NYC ISHARES TR | $6.5M | 7.58% |
| 3 | LSAK LESAKA TECHNOLOGIES INC | $5.0M | 5.76% |
| 4 | DISH DISH NETWORK CORPORATION | $4.6M | 5.35% |
| 5 | INSE INSPIRED ENTMT INC | $4.4M | 5.14% |
| 6 | KVHI KVH INDS INC | $3.7M | 4.28% |
| 7 | BVH BLUEGREEN VACATIONS HLDG COR | $3.6M | 4.13% |
| 8 | CLAR CLARUS CORP NEW | $3.0M | 3.47% |
| 9 | DSP VIANT TECHNOLOGY INC | $2.5M | 2.91% |
| 10 | PESI PERMA-FIX ENVIRONMENTAL SVCS | $2.4M | 2.73% |
| 11 | GAMB GAMBLING COM GROUP LIMITED | $2.1M | 2.49% |
| 12 | ENZB ENZO BIOCHEM INC | $2.1M | 2.39% |
| 13 | LGFA LIONS GATE ENTMNT CORP | $1.9M | 2.17% |
| 14 | ASPN ASPEN AEROGELS INC | $1.8M | 2.15% |
| 15 | CNDT CONDUENT INC | $1.8M | 2.14% |
| 16 | IVAC INTEVAC INC | $1.7M | 1.99% |
| 17 | EOLS EVOLUS INC | $1.6M | 1.9% |
| 18 | ALLT ALLOT LTD | $1.6M | 1.89% |
| 19 | CMPOW COMPOSECURE INC | $1.5M | 1.74% |
| 20 | SMTC SEMTECH CORP | $1.3M | 1.48% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.