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Forager Capital Management Llc

Portfolio Manager
Forager Capital Management LLC
Performance
-2.09% (2026 Q1)
AUM (13F)
$200.87M
# of Holdings
10
Performance Rank
Allocation (Top 20)
100%

Forager Capital Management Llc Holdings Map

Top 10 Forager Capital Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MCFT
MASTERCRAFT BOAT HLDGS INC
16.45%1.61M$33.0M
-5.17%(-87.84K)
2025-Q1: 1.70M shares2025-Q2: 1.80M shares2025-Q3: 1.80M shares2025-Q4: 1.70M shares2026-Q1: 1.61M shares
$22.82(+3.86%)
2026-03-31
RM
REGIONAL MGMT CORP
16.36%1.02M$32.9M
-6.07%(-65.83K)
2025-Q1: 899.0K shares2025-Q2: 1.09M shares2025-Q3: 1.09M shares2025-Q4: 1.09M shares2026-Q1: 1.02M shares
$38.62(-11.44%)
2026-03-31
HOV
HOVNANIAN ENTERPRISES INC
13.05%236.3K$26.2M
+0.00%(+0)
2025-Q1: 202.7K shares2025-Q2: 239.5K shares2025-Q3: 243.4K shares2025-Q4: 236.3K shares2026-Q1: 236.3K shares
$146.63(-34.42%)
2026-03-31
VMD
VIEMED HEALTHCARE INC
12.96%2.83M$26.0M
+1.44%(+40.00K)
2025-Q1: 1.91M shares2025-Q2: 2.14M shares2025-Q3: 2.74M shares2025-Q4: 2.79M shares2026-Q1: 2.83M shares
$6.35(+47.28%)
2026-03-31
RPAY
REPAY HLDGS CORP
11.96%9.24M$24.0M
+131.61%(+5.25M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.99M shares2026-Q1: 9.24M shares
$3.69(-6.03%)
2026-03-31
MLKN
MILLERKNOLL INC
10.6%1.47M$21.3M
-5.76%(-90.00K)
2025-Q1: 1.18M shares2025-Q2: 1.30M shares2025-Q3: 1.47M shares2025-Q4: 1.56M shares2026-Q1: 1.47M shares
$25.27(-42.77%)
2026-03-31
OPRT
OPORTUN FINL CORP
7.72%3.36M$15.5M
+41.25%(+981.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.96M shares2025-Q4: 2.38M shares2026-Q1: 3.36M shares
$6.05(-13.18%)
2026-03-31
IIIV
I3 VERTICALS INC
6.45%579.4K$13.0M
+5.46%(+30.00K)
2025-Q1: 765.0K shares2025-Q2: 665.0K shares2025-Q3: 665.0K shares2025-Q4: 549.4K shares2026-Q1: 579.4K shares
$22.26(-15.18%)
2026-03-31
IMXI
INTERNATIONAL MONEY EXPRESS
2.88%366.2K$5.8M
+0.00%(+0)
2025-Q1: 1.49M shares2025-Q2: 1.95M shares2025-Q3: 724.0K shares2025-Q4: 366.2K shares2026-Q1: 366.2K shares
$17.75(-13.46%)
2026-03-31
RUSHA
RUSH ENTERPRISES INC
1.57%47.8K$3.2M
-80.06%(-192.00K)
2025-Q1: 159.8K shares2025-Q2: 239.8K shares2025-Q3: 239.8K shares2025-Q4: 239.8K shares2026-Q1: 47.8K shares
$40.99(+67.64%)
2026-03-31

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