F/m Investments LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
391
Total Value
2510768421
Accession Number
0001834499-25-000007
Form Type
13F-HR
Manager Name
F/m Investments LLC
Data Enrichment
90% identified
353 identified38 unidentified

Holdings

391 positions
Manager:
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Page 18 of 20
PACKAGING CORP OF AMERICA
Shares:
1951(+0.0%)
Value:
$386.3M(-12.0%)
PAYCHEX INC
Shares:
2421(+10.8%)
Value:
$373.5M(+21.9%)
74933W510
Shares:
7636(+6.3%)
Value:
$373.2M(+8.6%)
ESAB Corp
Shares:
3166(+0.0%)
Value:
$368.8M(-2.9%)
CINTAS CORP
Shares:
1770(+1.7%)
Value:
$363.9M(+14.4%)
On Holding AG
Shares:
8207(-14.0%)
Value:
$360.5M(-31.1%)
AUTOZONE INC
Shares:
92(+19.5%)
Value:
$350.8M(+42.3%)
464287614
Shares:
958(-3.6%)
Value:
$345.9M(-13.3%)
AMERICAN FINANCIAL GROUP INC
Shares:
2626
Value:
$344.9M
APi Group Corp
Shares:
9632(-15.9%)
Value:
$344.4M(-16.4%)
78464A805
Shares:
5051(+9.4%)
Value:
$343.1M(+4.0%)
464288588
Shares:
3575(+16.0%)
Value:
$335.2M(+18.6%)
Duke Energy CORP
Shares:
2643(-25.0%)
Value:
$322.1M(-15.2%)
MICRON TECHNOLOGY INC
Shares:
3695(-1.8%)
Value:
$321.1M(+1.4%)
464287440
Shares:
3332(-0.7%)
Value:
$317.8M(+2.4%)
GENERAL ELECTRIC CO
Shares:
1575(+0.0%)
Value:
$315.2M(+20.0%)
CAPITAL ONE FINANCIAL CORP
Shares:
1673(-0.4%)
Value:
$300.0M(+0.1%)
TopBuild Corp
Shares:
979(+0.0%)
Value:
$298.5M(-2.0%)
ADVANCED DRAINAGE SYSTEMS, INC.
Shares:
2747(+30.9%)
Value:
$298.5M(+23.1%)
REGAL REXNORD CORP
Shares:
2525(-17.1%)
Value:
$287.5M(-39.2%)