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 MLKN
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,282,820 | 1,471,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,550,453 | 1,561,841 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,021,759 | 1,466,841 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,281,752 | 1,301,841 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,620,436 | 1,181,841 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,697,788 | 1,181,841 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,617,103 | 953,841 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $17,320,248 | 653,841 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,427,103 | 703,841 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,778,477 | 703,841 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,431,412 | 753,841 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,793,819 | 730,299 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,681,014 | 522,299 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,003,659 | 476,138 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,068,952 | 453,138 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,903,935 | 453,138 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,939,436 | 374,405 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,497,231 | 344,405 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||