Johnny Wilhelm
Forager Capital Management, Llc
Assets Managed
$200.869M
Holdings
10
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-9.05%(2Q avg: -5.8%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Forager Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.
Assets under management
The assets under management (AUM) of Forager Capital Management, 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 200.869M in assets, with a quarterly growth rate of -9.05% and a 2-quarter average growth rate of -5.8%. The portfolio is managed by Johnny Wilhelm, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
MCFT Mastercraft Boat Holdings In
| 16.46% | $33.047M 1.611M shares@ $20.51 avg price | Decreased -5.16% |
RM Regional Management Corp
| 16.37% | $32.871M 1.019M shares@ $32.26 avg price | Decreased -6.06% |
HOV Hovnanian Enterprises-a
| 13.05% | $26.21M 236,315 shares@ $110.92 avg price | |
VMD Viemed Healthcare Inc
| 12.96% | $26.026M 2.826M shares@ $9.22 avg price | Increased 1.44% |
RPAY Repay Holdings Corp
| 11.97% | $24.031M 9.243M shares@ $2.6 avg price | Increased 131.61% |
MLKN Millerknoll Inc
| 10.6% | $21.283M 1.472M shares@ $14.47 avg price | Decreased -5.76% |
OPRT Oportun Financial Corp
| 7.72% | $15.498M 3.362M shares@ $4.62 avg price | Increased 41.25% |
IIIV I3 Verticals Inc-class A
| 6.45% | $12.955M 579,401 shares@ $22.36 avg price | Increased 5.47% |
IMXI International Money Express
| 2.89% | $5.786M 366,174 shares@ $15.8 avg price | |
RUSHA Rush Enterprises Inc-cl A
| 1.58% | $3.162M 47,822 shares@ $66.11 avg price | Decreased -80.05% |
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