Forest Hill Capital, LLC holds a concentrated book of 19 stocks worth $152.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Enterprise Products Partners and trimmed Vaneck Gold Miners ETF. Their largest long position is Sprott Physical Gold Trust at 34% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
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
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 | Sprott Asset Management LP PHYSICAL GOLD TR | $51.3M | 1.45M | 33.7% | —Held | |
| 2 | Vaneck ETF Trust GOLD MINERS ETF | $25.5M | 277.5K | 16.7% | ▼−0.7% Reduced · −2K sh | |
| 3 | Newmont Corp COM | $21.1M | 194.8K | 13.8% | ▼−0.5% Reduced · −1K sh | |
| 4 | Franco Nev Corp COM | $20.1M | 81.5K | 13.2% | —Held | |
| 5 | Ishares Silver TR ISHARES | $14.4M | 212.0K | 9.5% | ▼−32% Reduced · −100K sh | |
| 6 | Sprott Asset Management LP PHYSICAL SILVER | $9.5M | 388.0K | 6.2% | —Held | |
| 7 | Vanguard Whitehall FDS INTL HIGH ETF | $1.8M | 19.2K | 1.2% | —Held | |
| 8 | Vanguard Index FDS SM CP VAL ETF | $1.5M | 6.9K | 1.0% | —Held | |
| 9 | Cisco Sys Inc COM | $972K | 12.5K | 0.6% | —Held | |
| 10 | Digital Rlty TR Inc COM | $901K | 5.0K | 0.6% | ▼−78% Reduced · −18K sh | |
| 11 | Enbridge Inc COM | $855K | 15.8K | 0.6% | —Held | |
| 12 | Brookfield Infrastructure Co COM SUB VTG A | $794K | 20.1K | 0.5% | —Held | |
| 13 | Abbvie Inc COM | $783K | 3.6K | 0.5% | —Held | |
| 14 | ST Joe Co COM | $716K | 11.4K | 0.5% | ▼−85% Reduced · −63K sh | |
| 15 | First Horizon Corporation COM | $637K | 28.0K | 0.4% | —Held | |
| 16 | Huntsman Corp COM | $446K | 33.5K | 0.3% | ▼−88% Reduced · −253K sh | |
| 17 | Waste Mgmt Inc Del COM | $398K | 1.7K | 0.3% | —Held | |
| 18 | Crown Castle Inc COM | $342K | 4.2K | 0.2% | —Held | |
| 19 | Enterprise Prods Partners L COM | $211K | 5.6K | 0.1% | ▲New New position |
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.