Forager Capital Management, LLC: 13F holdings
CIK 18029862026Q2
| Positions | 10 |
|---|
| Reported value | $265.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 10 (+0 vs prior quarter) |
|---|
| Reported value | $265.9m (+32.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RPAY REPAY HLDGS CORP | 11,106,548 | $46.6m | 17.5% |
| RM REGIONAL MGMT CORP | 948,458 | $39.1m | 14.7% |
| MCFT MASTERCRAFT BOAT HLDGS INC | 1,451,074 | $37.5m | 14.1% |
| MLKN MILLERKNOLL INC | 1,561,841 | $32.0m | 12.0% |
| OPRT OPORTUN FINL CORP | 4,512,045 | $25.8m | 9.7% |
| VMD VIEMED HEALTHCARE INC | 2,141,184 | $24.4m | 9.2% |
| HOV HOVNANIAN ENTERPRISES INC | 149,547 | $21.3m | 8.0% |
| IIIV I3 VERTICALS INC | 864,574 | $18.5m | 6.9% |
| ICFI ICF INTL INC | 235,900 | $17.2m | 6.5% |
| IMXI INTERNATIONAL MONEY EXPRESS | 254,121 | $3.7m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1802986")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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