Forager Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$200.9M
Q ending 2026-03-31
Prior quarter
$220.9M
Q ending 2025-12-31
Change
-9.1% QoQ · -0.6% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Mastercraft Boat Hldgs Inc | MCFT | Shares | $33.0M | 1.6M |
| Regional Mgmt Corp | RM | Shares | $32.9M | 1.0M |
| Hovnanian Enterprises Inc | HOV | Shares | $26.2M | 236K |
| Viemed Healthcare Inc | VMD | Shares | $26.0M | 2.8M |
| Repay Hldgs Corp | RPAY | Shares | $24.0M | 9.2M |
| Millerknoll Inc | MLKN | Shares | $21.3M | 1.5M |
| Oportun Finl Corp | OPRT | Shares | $15.5M | 3.4M |
| I3 Verticals Inc | IIIV | Shares | $13.0M | 579K |
| International Money Express | IMXI | Shares | $5.8M | 366K |
| Rush Enterprises Inc | RUSHA | Shares | $3.2M | 48K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.