Forager Capital Management, Llc Portfolio Stock Holdings
Forager Capital Management, Llc disclosed 10 stock positions valued at approximately $200.9 million in its latest SEC 13F filing. The largest holdings include MASTERCRAFT BOAT HLDGS INC, REGIONAL MGMT CORP, and HOVNANIAN ENTERPRISES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 10
- Portfolio Value
- $200.9M
Holdings by Sector
Forager Capital Management, Llc Portfolio Holdings in Q1 2026
10 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MASTERCRAFT BOAT HLDGS INC | MCFT | Consumer Cyclical | 16.45% | 1,611,277 | -87,841 | -5.17% | $33,047,291 |
| REGIONAL MGMT CORP | RM | Financial Services | 16.36% | 1,019,263 | -65,835 | -6.07% | $32,871,232 |
| HOVNANIAN ENTERPRISES INC | HOV | Consumer Cyclical | 13.05% | 236,315 | - | - | $26,209,697 |
| VIEMED HEALTHCARE INC | VMD | Healthcare | 12.96% | 2,825,871 | +40,000 | +1.44% | $26,026,272 |
| REPAY HLDGS CORP | RPAY | Technology | 11.96% | 9,242,837 | +5,252,111 | +131.61% | $24,031,376 |
| MILLERKNOLL INC | MLKN | Consumer Cyclical | 10.60% | 1,471,841 | -90,000 | -5.76% | $21,282,821 |
| OPORTUN FINL CORP | OPRT | Financial Services | 7.72% | 3,361,726 | +981,726 | +41.25% | $15,497,557 |
| I3 VERTICALS INC | IIIV | Technology | 6.45% | 579,401 | +30,000 | +5.46% | $12,955,406 |
| INTERNATIONAL MONEY EXPRESS | IMXI | Technology | 2.88% | 366,174 | - | - | $5,785,549 |
| RUSH ENTERPRISES INC | RUSHA | Consumer Cyclical | 1.57% | 47,822 | -192,000 | -80.06% | $3,161,512 |