Forager Capital Management, LLC Portfolio Holdings by Sector

Forager Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology IMXI IIIV 2 stocks	$37,910 18.54% of portfolio	1	1	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical MCFT 1 stocks	$33,499 16.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services RM 1 stocks	$31,695 15.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MLKN 1 stocks	$25,281 12.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical HOV 1 stocks	$25,039 12.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare VMD QIPT 2 stocks	$22,280 10.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical RUSHA 1 stocks	$12,353 6.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials WLDN 1 stocks	$10,498 5.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GTX 1 stocks	$5,949 2.91% of portfolio	-	1	-	-	0 Calls 0 Puts

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