Forest Hill Capital, LLC holds a concentrated book of 21 reported positions worth $129.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Conagra Brands Inc and trimmed Cisco Systems Inc. Their largest long position is Sprott Physical Gold Trust at 34% of the reported non-option book. Cloning the disclosed picks since 2025 would be +73% (+66.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 10.5 points over this window.
Growth of $10,000 cloning Forest Hill Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
81% mapped to company sectors
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Forest Hill Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Bruce Berkowitz | 2 / 21 | $1.3B |
| Morgan Stanley Institutional Investment Advisors LLC | 2 / 21 | $723.0M |
| WIT Partners Advisory Pte. Ltd. | 2 / 21 | $66.0M |
| Nitor Capital Management LLC | 3 / 21 | $41.4M |
| Grand Central Investment Group | 6 / 21 | $31.9M |
| Northeast Planning Associates, Inc. / NH | 2 / 21 | $28.7M |
| Accordant Advisory Group Inc | 9 / 21 | $26.8M |
| Heronetta Management, L.P. | 2 / 21 | $19.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Forest Hill Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sprott Asset Management LP PHYSICAL GOLD TR | $43.7M | 1.45M | 33.6% | —Held | |
| 2 | Vaneck ETF Trust GOLD MINERS ETF | $20.9M | 277.5K | 16.1% | —Held | |
| 3 | Newmont Corp COM | $18.2M | 194.8K | 14.0% | —Held | |
| 4 | Franco Nev Corp COM | $17.0M | 81.5K | 13.1% | —Held | |
| 5 | Ishares Silver TR ISHARES | $11.3M | 212.0K | 8.7% | —Held | |
| 6 | Sprott Asset Management LP PHYSICAL SILVER | $7.3M | 388.0K | 5.6% | —Held | |
| 7 | Vanguard Whitehall FDS INTL HIGH ETF | $1.9M | 19.2K | 1.5% | —Held | |
| 8 | Vanguard Index FDS SM CP VAL ETF | $1.8M | 7.4K | 1.4% | ▲+7.2% Added · +500 sh | |
| 9 | Abbvie Inc COM | $906K | 3.6K | 0.7% | —Held | |
| 10 | Digital Rlty TR Inc COM | $898K | 5.0K | 0.7% | —Held | |
| 11 | Cisco Sys Inc COM | $885K | 7.5K | 0.7% | ▼−40% Reduced · −5K sh | |
| 12 | Enbridge Inc COM | $857K | 15.8K | 0.7% | —Held | |
| 13 | Brookfield Infrastructure Co COM SUB VTG A | $774K | 20.1K | 0.6% | —Held | |
| 14 | First Horizon Corporation COM | $718K | 28.0K | 0.6% | —Held | |
| 15 | ST Joe Co COM | $714K | 11.4K | 0.5% | —Held | |
| 16 | Conagra Brands Inc COM | $538K | 40.0K | 0.4% | ▲New New position | |
| 17 | Waste Mgmt Inc Del COM | $386K | 1.7K | 0.3% | —Held | |
| 18 | Huntsman Corp COM | $356K | 33.5K | 0.3% | —Held | |
| 19 | Crown Castle Inc COM | $318K | 4.2K | 0.2% | —Held | |
| 20 | Ishares TR RUS 2000 VAL ETF | $221K | 1.0K | 0.2% | ▲New New position | |
| 21 | Enterprise Prods Partners L COM | $205K | 5.6K | 0.2% | —Held |
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/1316550/holdings"
Use Arkolith to show Forest Hill Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.