Forager Capital Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Forager Capital Management, LLC disclosed 11 US equity positions worth $202.1m in its Q1 2025 13F filing. The largest position was MCFT at 14.5% of the reported book, followed by RM and WLDN. Against the Q4 2024 filing, it opened 0 new positions, added to 4 and reduced 2 among the top 11 holdings.
What did Forager Capital Management, LLC own in Q1 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MCFT MASTERCRAFT BOAT HLDGS INC | Consumer Cyclical | 14.5% | $29.2m | 1,697,695 | 0% | held |
| 2 | RM REGIONAL MGMT CORP | 13.4% | $27.1m | 899,026 | -17% | reduced | |
| 3 | WLDN WILLDAN GROUP INC | Industrials | 12.7% | $25.8m | 632,384 | 44% | added |
| 4 | MLKN MILLERKNOLL INC | Consumer Cyclical | 11.2% | $22.6m | 1,181,841 | 0% | held |
| 5 | HOV HOVNANIAN ENTERPRISES INC | Consumer Cyclical | 10.5% | $21.2m | 202,672 | 7% | added |
| 6 | IIIV I3 VERTICALS INC | 9.3% | $18.9m | 765,000 | 0% | held | |
| 7 | IMXI INTERNATIONAL MNY EXPRESS IN | Technology | 9.3% | $18.8m | 1,491,174 | 31% | added |
| 8 | VMD VIEMED HEALTHCARE INC | Healthcare | 6.9% | $13.9m | 1,905,802 | 11% | added |
| 9 | QIPT QUIPT HOME MEDICAL CORP | 4.8% | $9.8m | 4,199,562 | 0% | held | |
| 10 | RUSHA RUSH ENTERPRISES INC | Consumer Cyclical | 4.2% | $8.5m | 159,822 | 0% | held |
| 11 | GTX GARRETT MOTION INC | Consumer Cyclical | 3.1% | $6.3m | 756,095 | -56% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.