Forager Capital Management, LLC
BIRMINGHAM AL · SEC CIK 0001802986
$2.66亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 17.5%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ICFI 新建仓+$1,718.77万
RPAY 加仓+$782.76万
OPRT 加仓+$656.83万
IIIV 加仓+$609.13万
MLKN 加仓+$184.14万
2026Q2 卖出最多 按季末市值估算
HOV 减仓-$1,235.66万
VMD 减仓-$780.54万
MCFT 减仓-$413.64万
RUSHA 清仓-$316.15万
RM 减仓-$291.72万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RPAY | REPAY HLDGS CORP | $4,664.75万 | 17.54% | 11,106,548 | 1,863,711 | 20.2% | $782.76万 | 加仓 |
| RM | REGIONAL MGMT CORP | $3,907.65万 | 14.69% | 948,458 | -70,805 | -6.9% | -$291.72万 | 减仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $3,746.67万 | 14.09% | 1,451,074 | -160,203 | -9.9% | -$413.64万 | 减仓 |
| MLKN | MILLERKNOLL INC | $3,195.53万 | 12.02% | 1,561,841 | 90,000 | 6.1% | $184.14万 | 加仓 |
| OPRT | OPORTUN FINL CORP | $2,576.38万 | 9.69% | 4,512,045 | 1,150,319 | 34.2% | $656.83万 | 加仓 |
| VMD | VIEMED HEALTHCARE INC | $2,440.95万 | 9.18% | 2,141,184 | -684,687 | -24.2% | -$780.54万 | 减仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $2,129.70万 | 8.01% | 149,547 | -86,768 | -36.7% | -$1,235.66万 | 减仓 |
| IIIV | I3 VERTICALS INC | $1,846.73万 | 6.94% | 864,574 | 285,173 | 49.2% | $609.13万 | 加仓 |
| ICFI | ICF INTL INC | $1,718.77万 | 6.46% | 235,900 | 235,900 | — | $1,718.77万 | 新建仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $367.20万 | 1.38% | 254,121 | -112,053 | -30.6% | -$161.92万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $0 | 0.00% | 0 | -47,822 | -100.0% | -$316.15万 | 清仓 |