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Forest Hill Capital, LLC
Forest Hill Capital, LLC is a registered investment advisory firm located in Little Rock, Arkansas, founded in 2000 and registered with the SEC since 2004. The firm employs approximately 4 people and specializes in value-based, long/short equity strategies, serving institutional clients, including foundations, pension funds, high net worth individuals, and family offices. Forest Hill operates as an independent investment adviser, providing discretionary portfolio management and customized investment solutions with a focus on client interests and regulatory compliance.
Investment Strategy
Forest Hill Capital's principal investment strategy centers on fundamentally-driven, value-based, long/short equity investing, primarily within the U.S. public markets. The firm combines rigorous fundamental research with value-oriented security selection, aiming to identify mispriced securities with asymmetric risk/reward characteristics. A hallmark of Forest Hill’s approach is a strict emphasis on downside risk management and portfolio diversification. The investment process includes regular review and monitoring, with a full fiduciary duty to act in the best interests of clients. This strategy is implemented via their Select Strategy and tailored managed accounts, and Forest Hill prioritizes transparency, ethical standards, and best execution in its dealings.
Latest 13F Filing Activity
Forest Hill Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 36 equity positions with a total 13F market value of $141M. The fund increased holdings in Newmont Corp., Sprott Physical Gold TR, Atlantic Un Bankshares Corp. among other positions. Forest Hill Capital, LLC reduced exposure to Banner Corp., Sandy Spring Bancorp Inc., Huntsman Corp. among others.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PHYS | SPROTT PHYSICAL GOLD TR | 26.05% | $36.7M | 1,448,500 | $9.79 | $25.35 | +$1.9M |
G GDX | VANECK ETF TRUST | 10.32% | $14.6M | 279,500 | $22.16 | $52.06 | +$1.7M |
F FNV | FRANCO NEV CORP | 9.48% | $13.4M | 81,500 | $84.50 | $163.92 | +$518.3K |
N NEM | NEWMONT CORP | 8.09% | $11.4M | 195,750 | $42.00 | $58.26 | +$2.0M |
A AMZN | AMAZON COM INC | 6.23% | $8.8M | 40,000 | $164.25 | $219.39 | +$1.2M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
C Cole Fiser | Analyst | Little Rock, AR , United States |
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