FC
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Forager Capital Management, LLC13F | |
| Forager Capital Management, LLC | |
| Last update 2025-05-15 | 11 Stocks (0 new) |
| Value $202.00 Mil | Turnover 7 % |
Forager Capital Management, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCFT | MasterCraft Boat Holdings Inc | 1,697,695 | 29,234.3 | 0% | 14.460 | 0% | 10.220 | +21.00% | +1.52% | 321.5 | Vehicles & Parts | |
RM | Regional Management Corp | 899,026 | 27,069.7 | -17.22% | 13.390 | -2.66% | 9.060 | +4.44% | -3.09% | 320.5 | Credit Services | |
WLDN | Willdan Group Inc | 632,384 | 25,750.7 | +43.58% | 12.740 | +3.87% | 4.360 | +106.96% | +109.08% | 1,154.5 | Construction | |
MLKN | MillerKnoll Inc | 1,181,841 | 22,620.4 | 0% | 11.190 | 0% | 1.740 | +24.77% | -12.40% | 1,314.3 | Furnishings, Fixtures & Appliances | |
HOV | Hovnanian Enterprises Inc | 202,672 | 21,221.8 | +7.20% | 10.500 | +0.70% | 3.420 | +12.01% | -19.94% | 621.2 | Homebuilding & Construction | |
IIIV | i3 Verticals Inc | 765,000 | 18,872.5 | 0% | 9.340 | 0% | 3.140 | +13.84% | +24.26% | 698.1 | Software | |
IMXI | International Money Express Inc | 1,491,174 | 18,818.6 | +30.67% | 9.310 | +2.19% | 4.970 | -23.93% | -54.82% | 282.1 | Software | |
VMD | Viemed Healthcare Inc | 1,905,802 | 13,874.2 | +10.96% | 6.860 | +0.68% | 4.820 | -2.11% | -19.08% | 256.5 | Medical Devices & Instruments | |
QIPT | Quipt Home Medical Corp | 4,199,562 | 9,785.0 | 0% | 4.840 | 0% | 9.750 | +5.03% | -31.48% | 91.7 | Medical Distribution | |
RUSHA | Rush Enterprises Inc | 159,822 | 8,536.1 | 0% | 4.220 | 0% | 0.210 | -1.76% | -6.89% | 3,972.7 | Vehicles & Parts |
Forager Capital Management, LLC's Historical Top Holdings Breakdowns
Forager Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WLDN | Willdan Group Inc | 2025-03-31 | Add Add | +3.87% | 30.88 ($36.98) 43.06 | $79.64 | 115.36% | Add 43.58% | 632,384 | 191,945 | |
GTX | Garrett Motion Inc | 2025-03-31 | Reduce Reduce | -3.69% | 8.18 ($9.27) 9.99 | $11.60 | 25.13% | Reduce -56.32% | 756,095 | -975,000 | |
RM | Regional Management Corp | 2025-03-31 | Reduce Reduce | -2.66% | 28.98 ($33.47) 36.94 | $32.31 | -3.47% | Reduce -17.22% | 899,026 | -187,076 | |
IMXI | International Money Express Inc | 2025-03-31 | Add Add | +2.19% | 12.62 ($17.12) 21.21 | $9.41 | -45.04% | Add 30.67% | 1,491,174 | 350,000 | |
CVGI | Commercial Vehicle Group Inc | 2025-03-31 | Sold Out Sold Out | -2.01% | 1.15 ($1.93) 2.33 | $1.77 | -8.29% | Sold Out | 0 | -1,937,099 | |
CCS | Century Communities Inc | 2025-03-31 | Sold Out Sold Out | -1.50% | 66.87 ($72.34) 78.81 | $59.07 | -18.34% | Sold Out | 0 | -48,811 | |
HOV | Hovnanian Enterprises Inc | 2025-03-31 | Add Add | +0.70% | 97.42 ($120.59) 141.16 | $107.14 | -11.15% | Add 7.2% | 202,672 | 13,604 | |
VMD | Viemed Healthcare Inc | 2025-03-31 | Add Add | +0.68% | 7.2 ($7.85) 8.48 | $6.49 | -17.32% | Add 10.96% | 1,905,802 | 188,304 | |
IIIV | i3 Verticals Inc | 2024-12-31 | New Buy New Buy | +7.38% | 21.15 ($23.49) 25.92 | $28.63 | 21.88% | New holding | 765,000 | 765,000 | |
RUSHA | Rush Enterprises Inc | 2024-12-31 | Reduce Reduce | -5.99% | 49.77 ($57.18) 64.58 | $50.67 | -11.39% | Reduce -64.33% | 159,822 | -288,267 |
Forager Capital Management, LLC Total Holding History ($B)
Forager Capital Management, LLC's Asset Allocation
Forager Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Forager Capital Management, LLC's Hypothetical Growth since 2025-03-31
Forager Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Forager Capital Management, LLC's Holdings Heat Map
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Forager Capital Management, LLC's Holdings Bubble Chart
Forager Capital Management, LLC News
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