Forager Capital Management, LLC Portfolio Holdings by Sector

Forager Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology IIIV IMXI 2 stocks	$37,690 18.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical MCFT 1 stocks	$29,234 14.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services RM 1 stocks	$27,069 13.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials WLDN 1 stocks	$25,750 12.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare VMD QIPT 2 stocks	$23,658 11.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MLKN 1 stocks	$22,620 11.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical HOV 1 stocks	$21,221 10.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical RUSHA 1 stocks	$8,536 4.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GTX 1 stocks	$6,328 3.13% of portfolio	-	1	-	-	0 Calls 0 Puts

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