Forager Capital Management, LLC
Top Portfolio Positions
10 positions ·
$200,868,708 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MCFT |
MasterCraft Boat Holdings, Inc.
Consumer Cyclical
|
1,611,277 | $33,047,291 | 16.45% | |
| RM |
Regional Management Corp.
Financial Services
|
1,019,263 | $32,871,231 | 16.36% | |
| HOV |
Hovnanian Enterprises Inc
Consumer Cyclical
|
236,315 | $26,209,696 | 13.05% | |
| VMD |
Viemed Healthcare, Inc.
Healthcare
|
2,825,871 | $26,026,271 | 12.96% | |
| RPAY |
Repay Holdings Corp
Technology
|
9,242,837 | $24,031,376 | 11.96% | |
| MLKN |
Millerknoll, Inc.
Consumer Cyclical
|
1,471,841 | $21,282,820 | 10.60% | |
| OPRT |
Oportun Financial Corp
Financial Services
|
3,361,726 | $15,497,556 | 7.72% | |
| IIIV |
i3 Verticals, Inc.
Technology
|
579,401 | $12,955,406 | 6.45% | |
| IMXI |
International Money Express, Inc.
Technology
|
366,174 | $5,785,549 | 2.88% | |
| RUSHA |
Rush Enterprises Inc \Tx\
Consumer Cyclical
|
47,822 | $3,161,512 | 1.57% |
Portfolio Trend
17 quarters · across all stocks
Holdings in HOV
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,209,696 | 236,315 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,050,165 | 236,315 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $25,039,725 | 239,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,221,785 | 202,672 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,301,079 | 189,068 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,911,290 | 117,000 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $16,036,960 | 113,000 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||