Forager Capital Management, LLC
Top Portfolio Positions
9 positions ·
$200,409,265 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| RM |
Regional Management Corp.
|
1,085,098 | $42,047,547 | 20.98% |
| MCFT |
MasterCraft Boat Holdings, Inc.
|
1,699,118 | $32,130,321 | 16.03% |
| MLKN |
Millerknoll, Inc.
Consumer Cyclical
|
1,561,841 | $28,550,453 | 14.25% |
| HOV |
Hovnanian Enterprises Inc
Consumer Cyclical
|
236,315 | $23,050,165 | 11.50% |
| VMD |
Viemed Healthcare, Inc.
Healthcare
|
2,785,871 | $20,699,021 | 10.33% |
| RPAY |
Repay Holdings Corp
Technology
|
3,990,726 | $14,566,149 | 7.27% |
| IIIV |
i3 Verticals, Inc.
|
549,401 | $13,839,411 | 6.91% |
| RUSHA |
Rush Enterprises Inc \Tx\
Consumer Cyclical
|
239,822 | $12,935,998 | 6.45% |
| OPRT |
Oportun Financial Corp
Financial Services
|
2,380,000 | $12,590,200 | 6.28% |
Portfolio Trend
Holdings in VMD
Export CSVShares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $20,699,021 | 2,785,871 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,580,644 | 2,736,472 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,763,021 | 2,136,472 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,874,238 | 1,905,802 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,774,333 | 1,717,498 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,589,187 | 1,717,488 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $11,249,611 | 1,717,498 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,196,006 | 1,717,498 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,482,359 | 1,717,498 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,722,340 | 1,741,804 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,926,167 | 1,935,191 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,316,580 | 1,999,646 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,280,576 | 1,756,690 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $8,487,735 | 1,577,646 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,856,677 | 1,577,646 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,832,839 | 1,308,973 | Shares | Sole | 2022-02-14 | |
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