Forest Hill Capital, LLC — 13F holdings

Forest Hill Capital, LLC reported 21 holdings worth $130M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. PHYS SPROTT ASSET MANAGEMENT LP — $43.7M (33.6%)
  2. GDX VANECK ETF TRUST — $20.9M (16.1%)
  3. NEM NEWMONT CORP — $18.2M (14.0%)
  4. FNV FRANCO NEV CORP — $17.0M (13.1%)
  5. SLV ISHARES SILVER TR — $11.3M (8.7%)
  6. PSLV SPROTT ASSET MANAGEMENT LP — $7.32M (5.6%)
  7. VYMI VANGUARD WHITEHALL FDS — $1.89M (1.5%)
  8. VBR VANGUARD INDEX FDS — $1.80M (1.4%)
  9. ABBV ABBVIE INC — $906K (0.7%)
  10. DLR DIGITAL RLTY TR INC — $898K (0.7%)