Forager Capital Management, LLC
BIRMINGHAM AL · SEC CIK 0001802986
$2.01亿2026Q1 申报市值
10持仓数
100.0%前十大占比 · 第一大 16.5%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RPAY 加仓+$1,365.55万
OPRT 加仓+$452.58万
IIIV 加仓+$67.08万
VMD 加仓+$36.84万
2026Q1 卖出最多 按季末市值估算
QUIPT HOME MEDIC 清仓-$1,482.45万
RUSHA 减仓-$1,269.31万
RM 减仓-$212.32万
MCFT 减仓-$180.16万
MLKN 减仓-$130.14万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MCFT | MASTERCRAFT BOAT HLDGS INC | $3,304.73万 | 16.45% | 1,611,277 | -87,841 | -5.2% | -$180.16万 | 减仓 |
| RM | REGIONAL MGMT CORP | $3,287.12万 | 16.36% | 1,019,263 | -65,835 | -6.1% | -$212.32万 | 减仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $2,620.97万 | 13.05% | 236,315 | 0 | 0.0% | — | 不变 |
| VMD | VIEMED HEALTHCARE INC | $2,602.63万 | 12.96% | 2,825,871 | 40,000 | 1.4% | $36.84万 | 加仓 |
| RPAY | REPAY HLDGS CORP | $2,403.14万 | 11.96% | 9,242,837 | 5,252,111 | 131.6% | $1,365.55万 | 加仓 |
| MLKN | MILLERKNOLL INC | $2,128.28万 | 10.60% | 1,471,841 | -90,000 | -5.8% | -$130.14万 | 减仓 |
| OPRT | OPORTUN FINL CORP | $1,549.76万 | 7.72% | 3,361,726 | 981,726 | 41.2% | $452.58万 | 加仓 |
| IIIV | I3 VERTICALS INC | $1,295.54万 | 6.45% | 579,401 | 30,000 | 5.5% | $67.08万 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $578.55万 | 2.88% | 366,174 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $316.15万 | 1.57% | 47,822 | -192,000 | -80.1% | -$1,269.31万 | 减仓 |
| — | QUIPT HOME MEDICAL CORP | $0 | 0.00% | 0 | -4,199,562 | -100.0% | -$1,482.45万 | 清仓 |