Forager Capital Management

Latest statistics and disclosures from Forager Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are RM, MCFT, MLKN, HOV, VMD, and represent 66.32% of Forager Capital Management's stock portfolio.
  • Added to shares of these 4 stocks: RPAY (+$15M), OPRT, MLKN, VMD.
  • Started 1 new stock position in RPAY.
  • Reduced shares in these 5 stocks: IMXI (-$5.5M), IIIV, GTX, MCFT, HOV.
  • Sold out of its position in GTX.
  • Forager Capital Management was a net buyer of stock by $5.6M.
  • Forager Capital Management has $221M in assets under management (AUM), dropping by -2.56%.
  • Central Index Key (CIK): 0001802986

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Portfolio Holdings for Forager Capital Management

Forager Capital Management holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Regional Management (RM) 19.0 $42M 1.1M 38.75
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Mastercraft Boat Holdings (MCFT) 14.5 $32M -5% 1.7M 18.91
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Herman Miller (MLKN) 12.9 $29M +6% 1.6M 18.28
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Hovnanian Enterprises Cl A New (HOV) 10.4 $23M -2% 236k 97.54
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Viemed Healthcare (VMD) 9.4 $21M 2.8M 7.43
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Quipt Home Medical Corporation (QIPT) 6.7 $15M 4.2M 3.53
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Repay Hldgs Corp Com Cl A (RPAY) 6.6 $15M NEW 4.0M 3.65
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I3 Verticals Com Cl A (IIIV) 6.3 $14M -17% 549k 25.19
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Rush Enterprises Cl A (RUSHA) 5.9 $13M 240k 53.94
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Oportun Finl Corp (OPRT) 5.7 $13M +21% 2.4M 5.29
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International Money Express (IMXI) 2.5 $5.6M -49% 366k 15.36
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Past Filings by Forager Capital Management

SEC 13F filings are viewable for Forager Capital Management going back to 2021