Forager Capital Management, LLC
Top Portfolio Positions
10 positions ·
$217,072,194 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 | 15.22% | |
| RM |
Regional Management Corp.
Financial Services
|
1,019,263 | $32,871,231 | 15.14% | |
| OPRT |
Oportun Financial Corp
Financial Services
|
6,876,582 | $31,701,042 | 14.60% | |
| HOV |
Hovnanian Enterprises Inc
Consumer Cyclical
|
236,315 | $26,209,696 | 12.07% | |
| VMD |
Viemed Healthcare, Inc.
Healthcare
|
2,825,871 | $26,026,271 | 11.99% | |
| RPAY |
Repay Holdings Corp
Technology
|
9,242,837 | $24,031,376 | 11.07% | |
| MLKN |
Millerknoll, Inc.
Consumer Cyclical
|
1,471,841 | $21,282,820 | 9.80% | |
| IIIV |
i3 Verticals, Inc.
Technology
|
579,401 | $12,955,406 | 5.97% | |
| IMXI |
International Money Express, Inc.
Technology
|
366,174 | $5,785,549 | 2.67% | |
| RUSHA |
Rush Enterprises Inc \Tx\
Consumer Cyclical
|
47,822 | $3,161,512 | 1.46% |
Portfolio Trend
18 quarters · across all stocks
Holdings in MCFT
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,047,291 | 1,611,277 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,130,321 | 1,699,118 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,691,843 | 1,802,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,499,275 | 1,802,975 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,234,307 | 1,697,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,375,043 | 1,697,695 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,915,025 | 1,697,695 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $24,681,635 | 1,307,290 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,604,518 | 1,037,290 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,161,653 | 934,702 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,657,878 | 974,702 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,972,407 | 1,238,904 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,634,798 | 1,203,904 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,025,326 | 1,237,933 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,770,996 | 1,154,960 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,035,900 | 1,141,848 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,672,153 | 839,990 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,031,102 | 671,765 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||