Forager Capital Management, LLC
CIK 1802986 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- MCFT16.45%
- RM16.36%
- HOV13.05%
- VMD12.96%
- RPAY11.96%
- MLKN10.60%
- OPRT7.72%
- IIIV6.45%
- IMXI2.88%
- RUSHA1.57%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RPAYWeight increased · +5.36 pp6.60% → 11.96%Shares +5.25M (+131.61%)
- RUSHAWeight decreased · -4.29 pp5.86% → 1.57%Shares -192.00K (-80.06%)
- VMDWeight increased · +3.59 pp9.37% → 12.96%Shares +40.00K (+1.44%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MCFTMASTERCRAFT BOAT HOLDINGS IN View history and evidence | $33.05M | 16.45% | 1.61M shares | 14.55% → 16.45%+1.90 pp -87.84K (-5.17%) | Reduced | ↗▾ |
| 02 | RMREGIONAL MANAGEMENT CORP View history and evidence | $32.87M | 16.36% | 1.02M shares | 19.04% → 16.36%-2.68 pp -65.83K (-6.07%) | Reduced | ↗▾ |
| 03 | HOVHOVNANIAN ENTERPRISES-ACL A NEW View history and evidence | $26.21M | 13.05% | 236.31K shares | 10.44% → 13.05%+2.61 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | VMDVIEMED HEALTHCARE INC View history and evidence | $26.03M | 12.96% | 2.83M shares | 9.37% → 12.96%+3.59 pp +40.00K (+1.44%) | Added | ↗▾ |
| 05 | RPAYREPAY HOLDINGS CORPCOM CL A View history and evidence | $24.03M | 11.96% | 9.24M shares | 6.60% → 11.96%+5.36 pp +5.25M (+131.61%) | Added | ↗▾ |
| 06 | MLKNMILLERKNOLL INC View history and evidence | $21.28M | 10.60% | 1.47M shares | 12.93% → 10.60%-2.33 pp -90.00K (-5.76%) | Reduced | ↗▾ |
| 07 | OPRTOPORTUN FINANCIAL CORP View history and evidence | $15.50M | 7.72% | 3.36M shares | 5.70% → 7.72%+2.02 pp +981.73K (+41.25%) | Added | ↗▾ |
| 08 | IIIVI3 VERTICALS INC-CLASS ACOM CL A View history and evidence | $12.96M | 6.45% | 579.40K shares | 6.27% → 6.45%+0.18 pp +30.00K (+5.46%) | Added | ↗▾ |
| 09 | IMXIINTERNATIONAL MONEY EXPRESS View history and evidence | $5.79M | 2.88% | 366.17K shares | 2.55% → 2.88%+0.33 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | RUSHARUSH ENTERPRISES INC-CL ACL A View history and evidence | $3.16M | 1.57% | 47.82K shares | 5.86% → 1.57%-4.29 pp -192.00K (-80.06%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QIPT QUIPT HOME MEDICAL CORP | Non-derivative | -4,199,562 | -$14.82M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1802986 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 200868713
}Take these holdings further.
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