StockDriftsStockDriftsTop 21 Forest Hill Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | 33.63% | 1.45M | $43.7M | +0.00%(+0) | $9.79(+237.25%) | 2026-06-30 | |
| GDX | VANECK ETF TRUST | 16.11% | 277.5K | $20.9M | +0.00%(+0) | $23.04(+283.18%) | 2026-06-30 | |
| NEM | NEWMONT CORP | 14% | 194.8K | $18.2M | +0.00%(+0) | $49.38(+131.23%) | 2026-06-30 | |
| FNV | FRANCO NEV CORP | 13.07% | 81.5K | $17.0M | +0.00%(+0) | $83.63(+176.91%) | 2026-06-30 | |
| SLV | ISHARES SILVER TR | 8.72% | 212.0K | $11.3M | +0.00%(+0) | $53.39(+8.92%) | 2026-06-30 | |
| PSLV | SPROTT ASSET MANAGEMENT LP | 5.63% | 388.0K | $7.3M | +0.00%(+0) | $19.67(+6.58%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 1.45% | 19.2K | $1.9M | +0.00%(+0) | $64.36(+62.55%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 1.38% | 7.4K | $1.8M | +7.25%(+500) | $177.83(+41.15%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 0.7% | 3.6K | $906K | +0.00%(+0) | $154.30(+62.55%) | 2026-06-30 | |
| DLR | DIGITAL RLTY TR INC | 0.69% | 5.0K | $898K | +0.00%(+0) | $99.29(+98.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.56% | +79.65% | +7.13% | +41.13% |
| Top 20 Holdings Unweighted | +18.58% | +66.75% | +5.65% | +31.60% |
Forest Hill Capital LLC reports $129.93M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are PHYS (33.6%), GDX (16.1%) and NEM (14.0%). The top 20 holdings account for 99.81% of reported assets. Its disclosed equity book has returned +79.65% 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 Forest Hill Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1316550). View Forest Hill Capital LLC’s 13F filings on SEC