§ 13F · FUND PROFILE
Forager Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $205M (13F)Positions · 11Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MCFT | MASTERCRAFT BOAT HLDGS INC | 1.61M | $33M | 16.5% | −5% |
| 2 | RM | REGIONAL MGMT CORP | 1.02M | $33M | 16.4% | −6% |
| 3 | HOV | HOVNANIAN ENTERPRISES INC | 236K | $26M | 13.0% | ±0% |
| 4 | VMD | VIEMED HEALTHCARE INC | 2.83M | $26M | 13.0% | +1% |
| 5 | RPAY | REPAY HLDGS CORP | 9.24M | $24M | 12.0% | +132% |
| 6 | MLKN | MILLERKNOLL INC | 1.47M | $21M | 10.6% | −6% |
| 7 | OPRT | OPORTUN FINL CORP | 3.36M | $15M | 7.7% | +41% |
| 8 | IIIV | I3 VERTICALS INC | 579K | $13M | 6.4% | +5% |
| 9 | IMXI | INTERNATIONAL MONEY EXPRESS | 366K | $6M | 2.9% | ±0% |
| 10 | RUSHA | RUSH ENTERPRISES INC | 48K | $3M | 1.6% | −80% |
§ 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 $205 million 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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