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Forager Capital Management, LLC

Location
BIRMINGHAM, AL
Portfolio Value
Small $265,943,249
Diversification
Diversified
Filing Date
Global Rank
#3,986 / 8,700 ▲ 1962
Top Industry
Software - Infrastructure 25.9%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
19 quarters · since Dec 2021

Portfolio Concentration

10 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
17.5%
+1.2 pts
Top 5
68.0%
−2.2 pts
Top 10
100.0%
0.0 pts
HHI
1,201
Sep 2023 → Jun 2026 · range 987 – 1,292
Diversified−27

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Consumer Cyclical 34.1% $90,718,984
Technology 25.9% $68,786,849
Financial Services 24.4% $64,840,245
Healthcare 9.2% $24,409,497
Industrials 6.5% $17,187,674

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
4 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
5 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
10 tracked positions · $265,943,249 total · filing declares 10 positions · $265,943,256 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.