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 18 of 44
FLEX LTD.
Shares:
16254(-10.7%)
Value:
$537.7M(-23.1%)
GSK plc
Shares:
13795(+3.0%)
Value:
$534.4M(+17.9%)
HESS CORP
Shares:
3344(+6.8%)
Value:
$534.1M(+28.2%)
REGENERON PHARMACEUTICALS, INC.
Shares:
830(-9.4%)
Value:
$526.4M(-19.3%)
NORTHERN TRUST CORP
Shares:
5325(+0.0%)
Value:
$525.3M(-3.8%)
922042858
Shares:
11559(-3.2%)
Value:
$523.2M(-0.5%)
025072604
Shares:
8664
Value:
$521.3M
Fortive Corp
Shares:
7119(+2.3%)
Value:
$521.0M(-0.2%)
Monster Beverage Corp
Shares:
8880(+9.1%)
Value:
$519.7M(+21.4%)
NXP Semiconductors N.V.
Shares:
2734(+11.5%)
Value:
$519.6M(+2.0%)
DIODES INC /DEL/
Shares:
12035(+0.3%)
Value:
$519.6M(-29.8%)
464287689
Shares:
1634(-0.2%)
Value:
$519.2M(-5.2%)
PureCycle Technologies, Inc.
Shares:
0
Value:
$519.0M(+68.8%)
464287499
Shares:
6096(+0.0%)
Value:
$518.6M(-3.8%)
Snap-on Inc
Shares:
1536(-0.3%)
Value:
$517.6M(-1.0%)
COGNIZANT TECHNOLOGY SOLUTIONS CORP
Shares:
6763(+13.9%)
Value:
$517.4M(+13.3%)
Fidelity National Information Services, Inc.
Shares:
6916(+0.1%)
Value:
$516.5M(-7.5%)
ZIMMER BIOMET HOLDINGS, INC.
Shares:
4559(+29.9%)
Value:
$516.0M(+39.2%)
GENERAL MILLS INC
Shares:
8621(-2.4%)
Value:
$515.5M(-8.5%)
Warner Bros. Discovery, Inc.
Shares:
47851(+10.8%)
Value:
$513.4M(+12.4%)