Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Forest Hill Capital, LLC (CIK 1316550) reported $152.3M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PHYS ($51.3M, 33.71%), GDX ($25.5M, 16.72%), NEM ($21.1M, 13.84%), FNV ($20.1M, 13.22%), SLV ($14.4M, 9.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PHYS | SPROTT ASSET MANAGEMENT LP | $51.3M | 33.71% | 1.4M | Hold |
| 2 | GDX | VANECK ETF TRUST | $25.5M | 16.72% | 277,500 | Trimmed |
| 3 | NEM | NEWMONT CORP | $21.1M | 13.84% | 194,750 | Trimmed |
| 4 | FNV | FRANCO NEV CORP | $20.1M | 13.22% | 81,500 | Hold |
| 5 | SLV | ISHARES SILVER TR | $14.4M | 9.49% | 212,000 | Trimmed |
| 6 | PSLV | SPROTT ASSET MANAGEMENT LP | $9.5M | 6.21% | 388,000 | Hold |
| 7 | VYMI | VANGUARD WHITEHALL FDS | $1.8M | 1.19% | 19,200 | Hold |
| 8 | VBR | VANGUARD INDEX FDS | $1.5M | 0.98% | 6,900 | Hold |
| 9 | CSCO | CISCO SYS INC | $972,280 | 0.64% | 12,531 | Hold |
| 10 | DLR | DIGITAL RLTY TR INC | $901,050 | 0.59% | 5,000 | Trimmed |
| 11 | ENB | ENBRIDGE INC | $855,412 | 0.56% | 15,800 | Hold |
| 12 | BIPC | BROOKFIELD INFRASTRUCTURE CO | $794,352 | 0.52% | 20,100 | Hold |
| 13 | ABBV | ABBVIE INC | $782,964 | 0.51% | 3,600 | Hold |
| 14 | JOE | ST JOE CO | $715,920 | 0.47% | 11,400 | Trimmed |
| 15 | FHN | FIRST HORIZON CORPORATION | $637,280 | 0.42% | 28,000 | Hold |
| 16 | HUN | HUNTSMAN CORP | $445,885 | 0.29% | 33,500 | Trimmed |
| 17 | WM | WASTE MGMT INC DEL | $397,537 | 0.26% | 1,730 | Hold |
| 18 | CCI | CROWN CASTLE INC | $341,502 | 0.22% | 4,200 | Hold |
| 19 | EPD | ENTERPRISE PRODS PARTNERS L | $211,299 | 0.14% | 5,584 | New |
| 20 | HWC | HANCOCK WHITNEY CORPORATION | $0 | 0.00% | 0 | Exited |
| 21 | EVH | EVOLENT HEALTH INC | $0 | 0.00% | 0 | Exited |
| 22 | HUBG | HUB GROUP INC | $0 | 0.00% | 0 | Exited |
| 23 | ECVT | ECOVYST INC | $0 | 0.00% | 0 | Exited |
| 24 | MRTN | MARTEN TRANS LTD | $0 | 0.00% | 0 | Exited |
| 25 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31