13F HOLDINGS REPORT
Forager Capital Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001420506-26-000509
Total Value
$220.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REGIONAL MGMT CORP | 75902K106 | 1,085,098 | $42.0M | 19.04% |
| 2 | MASTERCRAFT BOAT HLDGS INC | MCFT | 1,699,118 | $32.1M | 14.55% |
| 3 | MILLERKNOLL INC | MLKN | 1,561,841 | $28.6M | 12.93% |
| 4 | HOVNANIAN ENTERPRISES INC | HOVVB | 236,315 | $23.1M | 10.44% |
| 5 | VIEMED HEALTHCARE INC | VMD | 2,785,871 | $20.7M | 9.37% |
| 6 | QUIPT HOME MEDICAL CORP | 74880P104 | 4,199,562 | $14.8M | 6.71% |
| 7 | REPAY HLDGS CORP | RPAY | 3,990,726 | $14.6M | 6.60% |
| 8 | I3 VERTICALS INC | IIIV | 549,401 | $13.8M | 6.27% |
| 9 | RUSH ENTERPRISES INC | RUSHB | 239,822 | $12.9M | 5.86% |
| 10 | OPORTUN FINL CORP | 68376D104 | 2,380,000 | $12.6M | 5.70% |
| 11 | INTERNATIONAL MNY EXPRESS IN | INTR | 366,174 | $5.6M | 2.55% |