Forest Hill Capital as of March 31, 2025
Portfolio Holdings for Forest Hill Capital
Forest Hill Capital holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sprott Physical Gold Tr Unit (PHYS) | 26.1 | $35M | 1.4M | 24.06 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 9.6 | $13M | 280k | 45.97 | |
| Franco-Nevada Corporation (FNV) | 9.6 | $13M | 82k | 157.56 | |
| Newmont Mining Corporation (NEM) | 7.1 | $9.5M | 196k | 48.28 | |
| Amazon (AMZN) | 5.7 | $7.6M | 40k | 190.26 | |
| St. Joe Company (JOE) | 2.8 | $3.7M | 79k | 46.95 | |
| Digital Realty Trust (DLR) | 2.4 | $3.2M | 23k | 143.29 | |
| Healthequity (HQY) | 2.3 | $3.0M | 34k | 88.37 | |
| Microsoft Corporation (MSFT) | 2.2 | $3.0M | 8.0k | 375.39 | |
| Pinnacle Financial Partners (PNFP) | 2.2 | $2.9M | 28k | 106.04 | |
| Huntsman Corporation (HUN) | 2.1 | $2.8M | 175k | 15.79 | |
| Hancock Holding Company (HWC) | 2.0 | $2.6M | 50k | 52.45 | |
| Ecovyst (ECVT) | 1.8 | $2.4M | 392k | 6.20 | |
| South State Corporation | 1.7 | $2.3M | 25k | 92.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $2.3M | 15k | 154.64 | |
| Cadence Bank (CADE) | 1.5 | $2.0M | 66k | 30.36 | |
| Marten Transport (MRTN) | 1.4 | $1.9M | 140k | 13.72 | |
| Zimvie (ZIMV) | 1.4 | $1.9M | 173k | 10.80 | |
| Origin Bancorp (OBK) | 1.4 | $1.8M | 53k | 34.67 | |
| Banner Corp Com New (BANR) | 1.4 | $1.8M | 29k | 63.77 | |
| Sandy Spring Ban (SASR) | 1.4 | $1.8M | 65k | 27.95 | |
| Columbus McKinnon (CMCO) | 1.3 | $1.7M | 102k | 16.93 | |
| TreeHouse Foods (THS) | 1.3 | $1.7M | 63k | 27.09 | |
| Evolent Health Cl A (EVH) | 1.2 | $1.6M | 170k | 9.47 | |
| America's Car-Mart (CRMT) | 1.1 | $1.4M | 31k | 45.39 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.1 | $1.4M | 19k | 73.69 | |
| Computer Programs & Systems (TBRG) | 1.1 | $1.4M | 51k | 27.52 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $1.3M | 6.9k | 186.29 | |
| Cisco Systems (CSCO) | 0.7 | $897k | 15k | 61.71 | |
| Abbvie (ABBV) | 0.7 | $880k | 4.2k | 209.52 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.5 | $727k | 20k | 36.19 | |
| Enbridge (ENB) | 0.5 | $700k | 16k | 44.31 | |
| Crown Castle Intl (CCI) | 0.5 | $646k | 6.2k | 104.23 | |
| First Horizon National Corporation (FHN) | 0.4 | $544k | 28k | 19.42 | |
| Westrock Coffee (WEST) | 0.4 | $505k | 70k | 7.22 | |
| Richardson Electronics (RELL) | 0.3 | $417k | 37k | 11.16 | |
| Waste Management (WM) | 0.3 | $401k | 1.7k | 231.51 | |
| Health Catalyst (HCAT) | 0.1 | $168k | 37k | 4.53 |
