Forager Capital Management, LLC 13F Holdings

CIK 0001802986 · BIRMINGHAM, AL

As of Sep 30, 2025, Forager Capital Management, LLC reported 11 positions worth $226.7M in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
REGIONAL MANAGEMENT CORPRMFinancial Services1,085,098$42.3M18.65%
MASTERCRAFT BOAT HOLDINGS INCMCFTConsumer Cyclical1,802,975$38.7M17.07%
HOVNANIAN ENTERPRISES INCHOVConsumer Cyclical243,357$31.3M13.80%
MILLERKNOLL INCMLKNConsumer Cyclical1,466,841$26.0M11.48%
I3 VERTICALS INCIIIVTechnology665,000$21.6M9.52%
VIEMED HEALTHCARE INCVMDHealthcare2,736,472 8.6M8.20%
RUSH ENTERPRISES INCRUSHAConsumer Cyclical239,822 2.8M5.66%
OPORTUN FINANCIAL CORPOPRTFinancial Services1,957,588 2.1M5.33%
QUIPT HOME MEDICAL CORPQIPTHealthcare4,199,562 1.0M4.84%
INTERNATIONAL MONEY EXPRESS INCIMXITechnology723,965 0.1M4.46%
GARRETT MOTION INCGTXConsumer Cyclical166,095$2.3M1.00%