StockDriftsStockDriftsTop 10 Forager Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RPAY | REPAY HLDGS CORP | 17.54% | 11.11M | $46.6M | +20.16%(+1.86M) | $3.69(+3.87%) | 2026-06-30 | |
| RM | REGIONAL MGMT CORP | 14.69% | 948.5K | $39.1M | -6.95%(-70.81K) | $38.62(-15.38%) | 2026-06-30 | |
| MCFT | MASTERCRAFT BOAT HLDGS INC | 14.09% | 1.45M | $37.5M | -9.94%(-160.20K) | $22.82(+8.20%) | 2026-06-30 | |
| MLKN | MILLERKNOLL INC | 12.02% | 1.56M | $32.0M | +6.11%(+90.00K) | $24.81(-4.34%) | 2026-06-30 | |
| OPRT | OPORTUN FINL CORP | 9.69% | 4.51M | $25.8M | +34.22%(+1.15M) | $5.80(+31.78%) | 2026-06-30 | |
| VMD | VIEMED HEALTHCARE INC | 9.18% | 2.14M | $24.4M | -24.23%(-684.69K) | $6.35(+44.44%) | 2026-06-30 | |
| HOV | HOVNANIAN ENTERPRISES INC | 8.01% | 149.5K | $21.3M | -36.72%(-86.77K) | $146.63(-6.99%) | 2026-06-30 | |
| IIIV | I3 VERTICALS INC | 6.94% | 864.6K | $18.5M | +49.22%(+285.17K) | $22.22(-25.59%) | 2026-06-30 | |
| ICFI | ICF INTL INC | 6.46% | 235.9K | $17.2M | new | $69.33(+28.78%) | 2026-06-30 | |
| IMXI | INTERNATIONAL MONEY EXPRESS | 1.38% | 254.1K | $3.7M | -30.60%(-112.05K) | $17.75(-34.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.75% | +35.84% | — | — | +16.13% |
| Top 20 Holdings Unweighted | +5.48% | +17.36% | — | — | +6.33% |
Forager Capital Management LLC reports $265.94M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are RPAY (17.5%), RM (14.7%) and MCFT (14.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +35.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Forager Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802986). View Forager Capital Management LLC’s 13F filings on SEC