Back to Forest Hill Capital, LLC
Q2 2026 13F filing
Updated 27 days ago21 disclosed positions worth $129.9M
Portfolio value
$129.9M
Total holdings
21
New positions
2
Closed positions
0
Increased
1
Decreased
1
Turnover
9.5%
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PHYS SPROTT ASSET MANAGEMENT LP | $43.7M | 1.45M | 33.63% | Unchanged |
| 2 | H HODL VANECK ETF TRUST | $20.9M | 277.5K | 16.11% | Unchanged |
| 3 | N NEMCL NEWMONT CORP | $18.2M | 194.8K | 14.00% | Unchanged |
| 4 | F FNV FRANCO NEV CORP | $17M | 81.5K | 13.07% | Unchanged |
| 5 | S SLV ISHARES SILVER TR | $11.3M | 212.0K | 8.72% | Unchanged |
| 6 | P PSLV SPROTT ASSET MANAGEMENT LP | $7.3M | 388.0K | 5.63% | Unchanged |
| 7 | V VGES VANGUARD WHITEHALL FDS | $1.9M | 19.2K | 1.45% | Unchanged |
| 8 | V VGES VANGUARD INDEX FDS | $1.8M | 7.4K | 1.38% | Added(+7.3%) |
| 9 | A ABBV ABBVIE INC | $906K | 3.6K | 0.70% | Unchanged |
| 10 | D DLR-PJ DIGITAL RLTY TR INC | $898K | 5.0K | 0.69% | Unchanged |
| 11 | C CSCO CISCO SYS INC | $885K | 7.5K | 0.68% | Trimmed(-39.9%) |
| 12 | E EBBGF ENBRIDGE INC | $857K | 15.8K | 0.66% | Unchanged |
| 13 | B BIPC BROOKFIELD INFRASTRUCTURE CO | $774K | 20.1K | 0.60% | Unchanged |
| 14 | F FHN-PF FIRST HORIZON CORPORATION | $718K | 28.0K | 0.55% | Unchanged |
| 15 | J JOE ST JOE CO | $714K | 11.4K | 0.55% | Unchanged |
| 16 | C CAG CONAGRA BRANDS INC | $538K | 40.0K | 0.41% | — |
| 17 | W WM WASTE MGMT INC DEL | $386K | 1.7K | 0.30% | Unchanged |
| 18 | H HUN HUNTSMAN CORP | $356K | 33.5K | 0.27% | Unchanged |
| 19 | C CCI CROWN CASTLE INC | $318K | 4.2K | 0.24% | Unchanged |
| 20 | E ETHA ISHARES TR | $221K | 1.0K | 0.17% | — |
| 21 | E EPDU ENTERPRISE PRODS PARTNERS L | $205K | 5.6K | 0.16% | Unchanged |