Forager Capital Management, LLC holds a concentrated book of 10 stocks worth $200.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Mastercraft Boat Holdings In. Their largest long position is Mastercraft Boat Holdings In at 16% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1802986/holdings"
Use Arkolith to show Forager Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mastercraft Boat Hldgs Inc COM | $33.0M | 1.61M | 16.5% | ▼−5.2% Reduced · −88K sh | |
| 2 | Regional Mgmt Corp COM | $32.9M | 1.02M | 16.4% | ▼−6.1% Reduced · −66K sh | |
| 3 | Hovnanian Enterprises Inc CL A NEW | $26.2M | 236.3K | 13.0% | —Held | |
| 4 | Viemed Healthcare Inc COM | $26.0M | 2.83M | 13.0% | ▲+1.4% Added · +40K sh | |
| 5 | Repay Hldgs Corp COM CL A | $24.0M | 9.24M | 12.0% | ▲+132% Added · +5.3M sh | |
| 6 | Millerknoll Inc COM | $21.3M | 1.47M | 10.6% | ▼−5.8% Reduced · −90K sh | |
| 7 | Oportun Finl Corp COM | $15.5M | 3.36M | 7.7% | ▲+41% Added · +982K sh | |
| 8 | I3 Verticals Inc COM CL A | $13.0M | 579.4K | 6.4% | ▲+5.5% Added · +30K sh | |
| 9 | International Money Express COM | $5.8M | 366.2K | 2.9% | —Held | |
| 10 | Rush Enterprises Inc CL A | $3.2M | 47.8K | 1.6% | ▼−80% Reduced · −192K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.