Forest Hill Capital
Forest Hill Capital reported 21 stocks worth $130M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PHYS (33.6%), GDX (16.1%) and NEM (14.0%). Compared with Q1 2026, the fund opened new positions in CAG and IWN, added to VBR and trimmed CSCO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PHYS Sprott Physical Gold TR | $43.7M | 33.6% | 1.4M | No change | 8 of 8 | |
| 2 |  GDX Vaneck ETF Trust | $20.9M | 16.1% | 278K | No change | 8 of 8 | |
| 3 |  NEM Newmont Corp | $18.2M | 14.0% | 195K | No change | 8 of 8 | |
| 4 |  FNV Franco Nev Corp | $17M | 13.1% | 82K | No change | 8 of 8 | |
| 5 |  SLV Ishares Silver Trust | $11.3M | 8.7% | 212K | No change | 3 of 8 | |
| 6 |  PSLV Sprott Physical Silver TR | $7.3M | 5.6% | 388K | No change | 3 of 8 | |
| 7 |  VYMI Vanguard Whitehall Fds | $1.9M | 1.4% | 19K | No change | 8 of 8 | |
| 8 |  VBR Vanguard Index Fds | $1.8M | 1.4% | 7,400 | +500 (+7%) | 8 of 8 | |
| 9 |  ABBV Abbvie Inc | $906K | 0.7% | 3,600 | No change | 8 of 8 | |
| 10 |  DLR Digital Rlty TR Inc | $898K | 0.7% | 5,000 | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Forest Hill Capital 13F FAQ
What does Forest Hill Capital own?
Forest Hill Capital reported 21 stocks worth $130M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PHYS (33.6%), GDX (16.1%) and NEM (14.0%). The table above lists every position in the filing (the top 10 without an account).
What did Forest Hill Capital buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 1 added to, 1 trimmed and 0 sold out. New positions include CAG and IWN.
When will Forest Hill Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Forest Hill Capital's portfolio worth?
The Q2 2026 filing reports $130M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.