Forager Capital Management, LLC

CIK
1802986
City
BIRMINGHAM
State / Country
AL

Top Portfolio Positions

10 positions · $200,868,708 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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

18 quarters · across all stocks

Holdings in RUSHA

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Shares Held

Position Value (USD)

18 of 18 shown
Report Date Value (USD) Shares
2026-03-31 $3,161,512 47,822
2025-12-31 $12,935,998 239,822
2025-09-30 $12,823,282 239,822
2025-06-30 $12,353,231 239,822
2025-03-31 $8,536,093 159,822
2024-12-31 $8,756,647 159,822
2024-09-30 $23,672,541 448,089
2024-06-30 $16,877,336 403,089
2024-03-31 $21,573,323 403,089
2023-12-31 $20,275,376 403,089
2023-09-30 $19,566,062 479,208
2023-06-30 $14,293,001 352,972
2023-03-31 $12,192,980 334,972
2022-12-31 $10,001,921 286,972
2022-09-30 $6,736,077 230,372
2022-06-30 $7,402,612 230,372
2022-03-31 $8,797,655 259,212
2021-12-31 $10,412,534 280,712