Forum Financial Management, LP

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
968
Total Value
6041849330
Accession Number
0001911832-25-000004
Form Type
13F-HR
Manager Name
Forum Financial Management, LP
Data Enrichment
89% identified
858 identified110 unidentified

Holdings

968 positions
Manager:
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Page 15 of 44
Spotify Technology S.A.
Shares:
1210(+15.4%)
Value:
$665.5M(+41.9%)
EQUINOR ASA
Shares:
24887(-0.1%)
Value:
$658.3M(+11.5%)
NOMURA HOLDINGS INC
Shares:
106598(+0.0%)
Value:
$655.6M(+6.2%)
EQT Corp
Shares:
12269(+0.0%)
Value:
$655.5M(+15.9%)
Cheniere Energy, Inc.
Shares:
2827(+0.2%)
Value:
$654.3M(+7.9%)
FIFTH THIRD BANCORP
Shares:
16620(+0.1%)
Value:
$651.5M(-7.2%)
808524102
Shares:
30184(+47.4%)
Value:
$649.9M(+39.8%)
SHOPIFY INC.
Shares:
6788(-4.7%)
Value:
$648.1M(-14.4%)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Shares:
3508(-10.6%)
Value:
$636.4M(-14.5%)
464288273
Shares:
10003(-41.6%)
Value:
$635.5M(-38.9%)
808524797
Shares:
22667(+10.0%)
Value:
$633.7M(+12.5%)
CRH PUBLIC LTD CO
Shares:
7184(+0.0%)
Value:
$632.0M(-4.9%)
WEC ENERGY GROUP, INC.
Shares:
5782(-0.6%)
Value:
$630.1M(+15.2%)
ROYAL CARIBBEAN CRUISES LTD
Shares:
3055(+1.5%)
Value:
$627.6M(-9.6%)
RAYMOND JAMES FINANCIAL INC
Shares:
4501(-10.1%)
Value:
$625.2M(-19.6%)
FREEPORT-MCMORAN INC
Shares:
16487(+18.5%)
Value:
$624.2M(+17.9%)
GE HealthCare Technologies Inc.
Shares:
7725(-2.9%)
Value:
$623.5M(+0.3%)
CHURCH & DWIGHT CO INC /DE/
Shares:
5648(+97.3%)
Value:
$621.8M(+107.4%)
CINTAS CORP
Shares:
3004(-1.6%)
Value:
$617.4M(+10.7%)
Kraft Heinz Co
Shares:
20179(+2.3%)
Value:
$614.0M(+1.4%)