Forager Capital Management, LLC Portfolio Holdings by Sector

Forager Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Credit Services \| Financial Services RM OPRT 2 stocks	$54,294 23.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical MCFT 1 stocks	$38,691 17.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical HOV 1 stocks	$31,821 14.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology IIIV IMXI 2 stocks	$31,698 13.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare VMD QIPT 2 stocks	$29,142 12.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MLKN 1 stocks	$26,021 11.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical RUSHA 1 stocks	$12,823 5.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GTX 1 stocks	$2,262 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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