Forager Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| OPORTUN FINL CORP | 0 | 1,957,588 | +1,957,588 | 0 | 12,078,318 | 5.33% | +12,078,318 |
| REGIONAL MGMT CORP | 1,085,098 | 1,085,098 | 0 | 31,695,713 | 42,275,418 | 18.65% | +10,579,705 |
| HOVNANIAN ENTERPRISES INC | 239,500 | 243,357 | +3,857 | 25,039,725 | 31,268,941 | 13.80% | +6,229,216 |
| MASTERCRAFT BOAT HLDGS INC | 1,802,975 | 1,802,975 | 0 | 33,499,275 | 38,691,844 | 17.07% | +5,192,569 |
| VIEMED HEALTHCARE INC | 2,136,472 | 2,736,472 | +600,000 | 14,763,022 | 18,580,645 | 8.20% | +3,817,623 |
| QUIPT HOME MEDICAL CORP | 4,199,562 | 4,199,562 | 0 | 7,517,216 | 10,960,857 | 4.84% | +3,443,641 |
| I3 VERTICALS INC | 665,000 | 665,000 | 0 | 18,274,200 | 21,585,900 | 9.52% | +3,311,700 |
| MILLERKNOLL INC(MLKN) | 1,301,841 | 1,466,841 | +165,000 | 25,281,752 | 26,021,759 | 11.48% | +740,007 |
| RUSH ENTERPRISES INC(RUSHA) | 239,822 | 239,822 | 0 | 12,353,231 | 12,823,282 | 5.66% | +470,051 |
| GARRETT MOTION INC(GTX) | 566,095 | 166,095 | -400,000 | 5,949,658 | 2,262,214 | 1.00% | -3,687,444 |
| INTERNATIONAL MNY EXPRESS IN | 1,946,174 | 723,965 | -1,222,209 | 19,636,896 | 10,113,791 | 4.46% | -9,523,105 |
| WILLDAN GROUP INC(WLDN) | 167,957 | 0 | -167,957 | 10,498,992 | 0 | — | -10,498,992 |