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	$41,395 17.33% of portfolio	1	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services RM 1 stocks	$36,905 15.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical MCFT 1 stocks	$32,375 13.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical HOV CCS 2 stocks	$28,881 12.09% of portfolio	1	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical MLKN 1 stocks	$26,697 11.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare VMD QIPT 2 stocks	$26,582 11.13% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GTX CVGI 2 stocks	$20,435 8.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials WLDN 1 stocks	$16,776 7.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical RUSHA 1 stocks	$8,756 3.67% of portfolio	-	1	-	-	0 Calls 0 Puts

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