Forager Capital Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Forager Capital Management, LLC disclosed 11 US equity positions worth $204.5m in its Q2 2025 13F filing. The largest position was MCFT at 16.4% of the reported book, followed by RM and MLKN. Against the Q1 2025 filing, it opened 0 new positions, added to 7 and reduced 3 among the top 11 holdings.
What did Forager Capital Management, LLC own in Q2 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MCFT MASTERCRAFT BOAT HLDGS INC | Consumer Cyclical | 16.4% | $33.5m | 1,802,975 | 6% | added |
| 2 | RM REGIONAL MGMT CORP | 15.5% | $31.7m | 1,085,098 | 21% | added | |
| 3 | MLKN MILLERKNOLL INC | Consumer Cyclical | 12.4% | $25.3m | 1,301,841 | 10% | added |
| 4 | HOV HOVNANIAN ENTERPRISES INC | Consumer Cyclical | 12.2% | $25.0m | 239,500 | 18% | added |
| 5 | IMXI INTERNATIONAL MNY EXPRESS IN | Technology | 9.6% | $19.6m | 1,946,174 | 31% | added |
| 6 | IIIV I3 VERTICALS INC | 8.9% | $18.3m | 665,000 | -13% | reduced | |
| 7 | VMD VIEMED HEALTHCARE INC | Healthcare | 7.2% | $14.8m | 2,136,472 | 12% | added |
| 8 | RUSHA RUSH ENTERPRISES INC | Consumer Cyclical | 6.0% | $12.4m | 239,822 | 50% | added |
| 9 | WLDN WILLDAN GROUP INC | Industrials | 5.1% | $10.5m | 167,957 | -73% | reduced |
| 10 | QIPT QUIPT HOME MEDICAL CORP | 3.7% | $7.5m | 4,199,562 | 0% | held | |
| 11 | GTX GARRETT MOTION INC | Consumer Cyclical | 2.9% | $5.9m | 566,095 | -25% | 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.