Forest Hill Capital Q2 2026 Portfolio Changes: Focus on New Holdings and ETF Increases

Forest Hill Capital, Llc's portfolio underwent changes during the second quarter of 2026. The filing reveals specific adjustments made to holdings, providing insight into the investor's strategy for this period.

Purchasing: This quarter saw Forest Hill Capital add new positions and increase existing ones. Notably, the investment vehicle established a position in CONAGRA BRANDS INC (CAG), acquiring 40,000 shares which represented a full replacement of any prior holding with that ticker symbol. Similarly, they added Vanguard Index Funds ETF (VBR) and ISHARES TR (IWN), suggesting a diversification effort or an existing stake that was previously undisclosed. Furthermore, the investor significantly increased their position in VANECK ETF TRUST (GDX), boosting its share count by 7.25% compared to the previous quarter.

Among the observable changes, Forest Hill Capital demonstrated a clear preference for certain types of investments during Q2 2026. The addition and substantial increase in holdings related to Vanguard Index Funds ETF (VBR) indicate confidence or alignment with passive index strategies.

Specifically, the investor showed strong interest in consumer-related stocks by establishing a position in CONAGRA BRANDS INC (CAG). This action suggests an allocation towards companies involved in food and beverage. Additionally, they added exposure to technology through ISHARES TR (IWN), a popular exchange-traded fund tracking the tech sector.

The investor also bolstered their position in VANECK ETF TRUST (GDX), an ETF focused on precious metal miners. This increase, coupled with other holdings like SPDR Portfolio S&P 500 Growth ETF (PHYS) and iShares Silver Trust (SLV), points towards a continued interest in precious metals assets.

In terms of sector allocation, the changes this quarter saw Forest Hill Capital maintain significant weight in sectors like Basic Materials (including NEWMONT CORP (NEM) and FRANCO NEV CORP (FNV)) and Real Estate (DIGITAL RLTY TR INC (DLR)). However, the addition of new holdings like CONAGRA BRANDS INC (CAG) and ISHARES TR (IWN) introduces elements into sectors such as Consumer Defensive and Technology.

No significant sales were observed in the portfolio changes during this quarter. While there was a decrease in shares for Cisco Systems Inc (CSCO) (-39.9%), it is noted separately under 'changed_holdings' but classified as an existing holding with reduced weight, not necessarily indicating a sale event.