Forager Capital Management, LLC

CIK 1802986 · View on SEC EDGAR ↗

Portfolio value
$265.9M
#5,542 of 9,443 by 13F value · top 58.7%
Positions
10
As of
June 30, 2026

Portfolio value QoQ: +32.4% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
10
Effective number of positions
8.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 13.71% Est. buys $39,516,277 · sells $31,996,348

Median holding: 5.5 quarters Tracked Q4 2024–Q2 2026 · 62.5% still held

New positions
1
Increased
4
Decreased
5
Closed
1
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+33.8%
S&P 500 total return (same window)
+28.1%
Excess return
+5.8%

Annualized: +21.5% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Financial Services
43.3%
Industrials
18.5%
Consumer Discretionary
14.1%
Health Care
9.2%
Consumer products
8.0%
Technology
6.9%

Full portfolio 10 positions

Type Streak 8Q trend
RPAY Repay Holdings Corporation - Class A Common Stock $46,647,502 17.54% 11,106,548 $22,616,126 Up ×2
RM Regional Management Corp. Common Stock $39,076,470 14.69% 948,458 $6,205,238 Down ×2
MCFT MasterCraft Boat Holdings, Inc. - Common Stock $37,466,731 14.09% 1,451,074 $4,419,440 Down ×3
MLKN MillerKnoll, Inc. - Common Stock $31,955,267 12.02% 1,561,841 $10,672,446 Up ×1
OPRT Oportun Financial Corporation - common stock $25,763,777 9.69% 4,512,045 $10,266,220 Up ×3
VMD Viemed Healthcare, Inc. - Common Shares $24,409,498 9.18% 2,141,184 $-1,616,774 Down ×1
HOV Hovnanian Enterprises, Inc. Class A Common Stock $21,296,988 8.01% 149,547 $-4,912,709 Down ×1
IIIV i3 Verticals, Inc. - Common Stock $18,467,301 6.94% 864,574 $5,511,895 Up ×2
ICFI ICF International, Inc. - Common Stock $17,187,674 6.46% 235,900 Up ×1
IMXI International Money Express, Inc. - Common Stock $3,672,048 1.38% 254,121 $-2,113,501 Down ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
OPRT $25,763,777 9.69% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
ICFI $17,187,674 235,900 6.46%

Top movers (QoQ)

Security Action Shares Δ Value Δ
RPAY Bought more +1.9M +$22.6M
MLKN Bought more +90K +$10.7M
OPRT Bought more +1.2M +$10.3M
RM Trimmed -71K +$6.2M
IIIV Bought more +285K +$5.5M
HOV Trimmed -87K -$4.9M
MCFT Trimmed -160K +$4.4M
IMXI Trimmed -112K -$2.1M
VMD Trimmed -685K -$1.6M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
QIPT March 31, 2026 4,199,562 $14,824,454 No longer tracked
WLDN Sept. 30, 2025 167,957 $10,498,992 -12.6%
CVGI March 31, 2025 1,937,099 $4,804,006 167.8%
CCS March 31, 2025 48,811 $3,580,775 2.3%
RUSHA June 30, 2026 47,822 $3,161,512 6.3%
GTX Dec. 31, 2025 166,095 $2,262,214 52.0%