Forager Capital Management, LLC

报告期 2026-03-31 · CIK 0001802986

持仓数

前50大市值合计

$200.9M

报告期

2026-03-31

当前持仓调仓

前 10 大持仓

标的

类型

市值

股数

占比*

MCFT MASTERCRAFT BOAT HLDGS INC

COM

$33.0M

1,611,277

16.5%

RM REGIONAL MGMT CORP

COM

$32.9M

1,019,263

16.4%

HOV HOVNANIAN ENTERPRISES INC

CL A NEW

$26.2M

236,315

13.0%

VMD VIEMED HEALTHCARE INC

COM

$26.0M

2,825,871

13.0%

RPAY REPAY HLDGS CORP

COM CL A

$24.0M

9,242,837

12.0%

MLKN MILLERKNOLL INC

COM

$21.3M

1,471,841

10.6%

OPRT OPORTUN FINL CORP

COM

$15.5M

3,361,726

7.7%

IIIV I3 VERTICALS INC

COM CL A

$13.0M

579,401

6.4%

IMXI INTERNATIONAL MONEY EXPRESS

COM

$5.8M

366,174

2.9%

RUSHA RUSH ENTERPRISES INC

CL A

$3.2M

47,822

1.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

81%前 6 大占比

MCFT16.5%RM16.4%HOV13.0%VMD13.0%RPAY12.0%MLKN10.6%