Forager Capital Management, LLC
- SEC CIK
- 0001802986
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 10
- −1 vs. Q4 2025
- Portfolio value
- $200.9M
- −$20.0M (−9.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MCFTMasterCraft Boat Holdings, Inc. | COM | 1,611,277 | $33.0M | 16.5% | −87,841−5.2% | Reduced | History |
| RMRegional Management Corp. | COM | 1,019,263 | $32.9M | 16.4% | −65,835−6.1% | Reduced | History |
| HOVHovnanian Enterprises Inc | CL A NEW | 236,315 | $26.2M | 13.0% | 00.0% | Unchanged | History |
| VMDViemed Healthcare, Inc. | COM | 2,825,871 | $26.0M | 13.0% | +40,000+1.4% | Added | History |
| RPAYRepay Holdings Corp | COM CL A | 9,242,837 | $24.0M | 12.0% | +5,252,111+131.6% | Added | History |
| MLKNMillerknoll, Inc. | COM | 1,471,841 | $21.3M | 10.6% | −90,000−5.8% | Reduced | History |
| OPRTOportun Financial Corp | COM | 3,361,726 | $15.5M | 7.7% | +981,726+41.2% | Added | History |
| IIIVi3 Verticals, Inc. | COM CL A | 579,401 | $13.0M | 6.4% | +30,000+5.5% | Added | History |
| IMXIInternational Money Express, Inc. | COM | 366,174 | $5.79M | 2.9% | 00.0% | Unchanged | History |
| RUSHARush Enterprises Inc | CL A | 47,822 | $3.16M | 1.6% | −192,000−80.1% | Reduced | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.