Forest Hill Capital as of Dec. 31, 2025
Portfolio Holdings for Forest Hill Capital
Forest Hill Capital holds 35 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 |
|---|---|---|---|---|---|
| Sprott Asset Management Physical Gold Tr (PHYS) | 24.5 | $48M | 1.4M | 33.02 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 12.3 | $24M | 280k | 85.77 | |
| Ishares Silver Tr Ishares (SLV) | 10.3 | $20M | 312k | 64.42 | |
| Newmont Mining Corporation (NEM) | 10.0 | $20M | 196k | 99.85 | |
| Franco-Nevada Corporation (FNV) | 8.6 | $17M | 82k | 207.28 | |
| Sprott Asset Management Physical Silver (PSLV) | 4.7 | $9.2M | 388k | 23.65 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $4.7M | 15k | 313.00 | |
| St. Joe Company (JOE) | 2.2 | $4.4M | 74k | 59.37 | |
| Microsoft Corporation (MSFT) | 2.0 | $3.9M | 8.0k | 483.62 | |
| Ecovyst (ECVT) | 1.9 | $3.8M | 392k | 9.73 | |
| Digital Realty Trust (DLR) | 1.8 | $3.5M | 23k | 154.71 | |
| Hancock Holding Company (HWC) | 1.6 | $3.2M | 50k | 63.68 | |
| Huntsman Corporation (HUN) | 1.5 | $2.9M | 286k | 10.00 | |
| Cadence Bank | 1.5 | $2.8M | 66k | 42.84 | |
| Healthequity (HQY) | 1.4 | $2.7M | 30k | 91.61 | |
| Pinnacle Financial Partners | 1.3 | $2.6M | 28k | 95.41 | |
| Southstate Bk Corp (SSB) | 1.2 | $2.4M | 25k | 94.11 | |
| Computer Programs & Systems (TBRG) | 1.1 | $2.2M | 101k | 22.07 | |
| Atlantic Union B (AUB) | 1.1 | $2.1M | 59k | 35.30 | |
| Origin Bancorp (OBK) | 1.0 | $2.0M | 53k | 37.61 | |
| Columbus McKinnon (CMCO) | 0.9 | $1.8M | 102k | 17.25 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.9 | $1.7M | 19k | 90.00 | |
| America's Car-Mart (CRMT) | 0.8 | $1.5M | 61k | 25.26 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $1.5M | 6.9k | 211.79 | |
| Marten Transport (MRTN) | 0.7 | $1.3M | 115k | 11.38 | |
| Hub Group Cl A (HUBG) | 0.7 | $1.3M | 30k | 42.61 | |
| Cisco Systems (CSCO) | 0.5 | $965k | 13k | 77.03 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.5 | $913k | 20k | 45.40 | |
| Abbvie (ABBV) | 0.4 | $823k | 3.6k | 228.49 | |
| Enbridge (ENB) | 0.4 | $756k | 16k | 47.83 | |
| First Horizon National Corporation (FHN) | 0.3 | $669k | 28k | 23.90 | |
| Evolent Health Cl A (EVH) | 0.3 | $601k | 150k | 4.00 | |
| Richardson Electronics (RELL) | 0.2 | $406k | 37k | 10.88 | |
| Waste Management (WM) | 0.2 | $380k | 1.7k | 219.71 | |
| Crown Castle Intl (CCI) | 0.2 | $373k | 4.2k | 88.87 |
