§ 13F · FUND PROFILE
Forager Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $204.5T (13F)Positions · 11Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$220.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | RM | REGIONAL MGMT CORP | 1.09M | $42.0T | 19.0% | NEW |
| 2 | MCFT | MASTERCRAFT BOAT HLDGS INC | 1.70M | $32.1T | 14.5% | NEW |
| 3 | MLKN | MILLERKNOLL INC | 1.56M | $28.6T | 12.9% | NEW |
| 4 | HOV | HOVNANIAN ENTERPRISES INC | 236K | $23.1T | 10.4% | NEW |
| 5 | VMD | VIEMED HEALTHCARE INC | 2.79M | $20.7T | 9.4% | NEW |
| 6 | QIPT | QUIPT HOME MEDICAL CORP | 4.20M | $14.8T | 6.7% | NEW |
| 7 | RPAY | REPAY HLDGS CORP | 3.99M | $14.6T | 6.6% | NEW |
| 8 | IIIV | I3 VERTICALS INC | 549K | $13.8T | 6.3% | NEW |
| 9 | RUSHA | RUSH ENTERPRISES INC | 240K | $12.9T | 5.9% | NEW |
| 10 | OPRT | OPORTUN FINL CORP | 2.38M | $12.6T | 5.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORAGER SIGNAL
AC read
Forager Capital Management, LLC is a Other fund managing $204509.7 trillion in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed