Forager Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REPAY HLDGS CORP | 3,990,726 | 9,242,837 | +5,252,111 | 14,566,150 | 24,031,376 | 11.96% | +9,465,226 |
| VIEMED HEALTHCARE INC | 2,785,871 | 2,825,871 | +40,000 | 20,699,022 | 26,026,272 | 12.96% | +5,327,250 |
| HOVNANIAN ENTERPRISES INC | 236,315 | 236,315 | 0 | 23,050,165 | 26,209,697 | 13.05% | +3,159,532 |
| OPORTUN FINL CORP | 2,380,000 | 3,361,726 | +981,726 | 12,590,200 | 15,497,557 | 7.72% | +2,907,357 |
| MASTERCRAFT BOAT HLDGS INC | 1,699,118 | 1,611,277 | -87,841 | 32,130,321 | 33,047,291 | 16.45% | +916,970 |
| INTERNATIONAL MONEY EXPRESS | 366,174 | 366,174 | 0 | 5,624,433 | 5,785,549 | 2.88% | +161,116 |
| I3 VERTICALS INC | 549,401 | 579,401 | +30,000 | 13,839,411 | 12,955,406 | 6.45% | -884,005 |
| MILLERKNOLL INC(MLKN) | 1,561,841 | 1,471,841 | -90,000 | 28,550,453 | 21,282,821 | 10.60% | -7,267,632 |
| REGIONAL MGMT CORP | 1,085,098 | 1,019,263 | -65,835 | 42,047,548 | 32,871,232 | 16.36% | -9,176,316 |
| RUSH ENTERPRISES INC(RUSHA) | 239,822 | 47,822 | -192,000 | 12,935,999 | 3,161,512 | 1.57% | -9,774,487 |
| QUIPT HOME MEDICAL CORP | 4,199,562 | 0 | -4,199,562 | 14,824,454 | 0 | — | -14,824,454 |