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Mark A. Lee

Forest Hill Capital, Llc

Assets Managed
$152.29M
Holdings
19
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-22.13%(2Q avg: -3.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Forest Hill Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Forest Hill Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 152.29M in assets, with a quarterly growth rate of -22.13% and a 2-quarter average growth rate of -3.5%. The portfolio is managed by Mark A. Lee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PHYS
Sprott Physical Gold Trust
Recent Activity
33.71%
$51.335M
1.448M shares@ $35.44 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -0.71%
16.73%
$25.466M
277,500 shares@ $91.77 avg price
NEM
Newmont Corp
Recent Activity
Decreased -0.51%
13.85%
$21.082M
194,750 shares@ $108.26 avg price
FNV
Franco-nevada Corp
Recent Activity
13.23%
$20.135M
81,500 shares@ $247.05 avg price
SLV
Ishares Silver Trust
Recent Activity
Decreased -32.05%
9.49%
$14.446M
212,000 shares@ $68.14 avg price
PSLV
Sprott Physical Silver Trust
Recent Activity
6.22%
$9.463M
388,000 shares@ $24.39 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
1.19%
$1.809M
19,200 shares@ $94.24 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
0.99%
$1.499M
6,900 shares@ $217.25 avg price
CSCO
Cisco Systems Inc
Recent Activity
0.64%
$972,280
12,531 shares@ $77.59 avg price
DLR
Digital Realty Trust Inc
Recent Activity
Decreased -77.77%
0.6%
$901,050
5,000 shares@ $180.21 avg price

1-10 of 19