Forager Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Forager Capital Management, LLC disclosed 10 US equity positions worth $200.9m in its Q1 2026 13F filing. The largest position was MCFT at 16.5% of the reported book, followed by RM and HOV.
What did Forager Capital Management, LLC own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MCFT MASTERCRAFT BOAT HLDGS INC | Consumer Cyclical | 16.5% | $33.0m | 1,611,277 | – | |
| 2 | RM REGIONAL MGMT CORP | 16.4% | $32.9m | 1,019,263 | – | ||
| 3 | HOV HOVNANIAN ENTERPRISES INC | Consumer Cyclical | 13.0% | $26.2m | 236,315 | – | |
| 4 | VMD VIEMED HEALTHCARE INC | Healthcare | 13.0% | $26.0m | 2,825,871 | – | |
| 5 | RPAY REPAY HLDGS CORP | Technology | 12.0% | $24.0m | 9,242,837 | – | |
| 6 | MLKN MILLERKNOLL INC | Consumer Cyclical | 10.6% | $21.3m | 1,471,841 | – | |
| 7 | OPRT OPORTUN FINL CORP | 7.7% | $15.5m | 3,361,726 | – | ||
| 8 | IIIV I3 VERTICALS INC | 6.4% | $13.0m | 579,401 | – | ||
| 9 | IMXI INTERNATIONAL MONEY EXPRESS | Technology | 2.9% | $5.8m | 366,174 | – | |
| 10 | RUSHA RUSH ENTERPRISES INC | Consumer Cyclical | 1.6% | $3.2m | 47,822 | – |
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.