account_balance
Investment manager · 13F filer · SEC CIK 1802986
Forager Capital Management, LLC
Reported value$266Mas of Jun 30, 2026
Positions10 1 new, 1 sold out
Top 10 weight100.0%RPAY alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 10 stocks.
RPAYRepay Hldgs Corp
17.5%Added +20%
RMRegional MGMT Corp
14.7%Trimmed −7%
MCFTMastercraft Boat Hldgs Inc
14.1%Trimmed −10%
MLKNMillerknoll Inc
12.0%Added +6%
OPRTOportun Finl Corp
9.7%Added +34%
VMDViemed Healthcare Inc
9.2%Trimmed −24%
HOVHovnanian Enterprises Inc
8.0%Trimmed −37%
IIIVI3 Verticals Inc
6.9%Added +49%
ICFIIcf Intl Inc
6.5%New
IMXI1.4%RPAYRepay Hldgs Corp
17.5%Added +20%
RMRegional MGMT Corp
14.7%Trimmed −7%
MCFTMastercraft Boat Hldgs Inc
14.1%Trimmed −10%
MLKNMillerknoll Inc
12.0%Added +6%
OPRT9.7%VMD9.2%HOVHovnanian Enterprises Inc
8.0%Trimmed −37%
IIIV6.9%ICFI6.5%IMXIBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 10 as a list
RPAY Repay Hldgs Corp 17.5% Added +20%RM Regional MGMT Corp 14.7% Trimmed −7%MCFT Mastercraft Boat Hldgs Inc 14.1% Trimmed −10%MLKN Millerknoll Inc 12.0% Added +6%OPRT Oportun Finl Corp 9.7% Added +34%VMD Viemed Healthcare Inc 9.2% Trimmed −24%HOV Hovnanian Enterprises Inc 8.0% Trimmed −37%IIIV I3 Verticals Inc 6.9% Added +49%ICFI Icf Intl Inc 6.5% NewIMXI International Money Express 1.4% Trimmed −31%
What changed