Forum Financial Management, LP

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001911832
Manager Name
Forum Financial Management, LP
Data Enrichment
89% identified
858 identified110 unidentified

Holdings

968 positions
Manager:
SEC
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Page 21 of 44
Rivian Automotive, Inc. / DE
RIVN|76954A103
Shares:
37169(+83.3%)
Value:
$462.8M(+71.5%)
CENTENE CORP
CNC|15135B101
Shares:
7619(-16.0%)
Value:
$462.6M(-15.9%)
Cable One, Inc.
CABO|12685J105
Shares:
1740(+0.0%)
Value:
$462.4M(-26.6%)
3M CO
MMM|88579Y101
Shares:
3132(-1.2%)
Value:
$460.0M(+12.4%)
Airbnb, Inc.
ABNB|009066101
Shares:
3843
Value:
$459.1M
464287465
EFA|464287465
Shares:
5613(+0.0%)
Value:
$458.8M(+8.1%)
COOPER COMPANIES, INC.
COO|216648501
Shares:
5433(+41.5%)
Value:
$458.3M(+29.8%)
BANK OF NOVA SCOTIA
BNS|064149107
Shares:
9635
Value:
$457.0M
COLGATE PALMOLIVE CO
CL|194162103
Shares:
4844(-12.1%)
Value:
$453.9M(-9.4%)
TARGET CORP
TGT|87612E106
Shares:
4348(-26.8%)
Value:
$453.8M(-43.5%)
PEMBINA PIPELINE CORP
PBA|706327103
Shares:
11318(+0.0%)
Value:
$453.1M(+8.3%)
N20944109
N20944109
Shares:
36845(+0.0%)
Value:
$452.5M(+8.4%)
CHIPOTLE MEXICAN GRILL INC
CMG|169656105
Shares:
8991(-5.9%)
Value:
$451.5M(-21.6%)
Synchrony Financial
SYF|87165B103
Shares:
8492(+1.0%)
Value:
$449.6M(-17.7%)
81369Y209
81369Y209
Shares:
3074(-58.5%)
Value:
$448.9M(-55.9%)
165167735
165167735
Shares:
4026(+0.0%)
Value:
$448.2M(+11.8%)
Sprouts Farmers Market, Inc.
SFM|85208M102
Shares:
2933(+0.4%)
Value:
$447.7M(+20.6%)
COMERICA INC /NEW/
CMA|200340107
Shares:
7558(+6.1%)
Value:
$446.4M(+1.3%)
Smurfit Westrock plc
SW|G8267P108
Shares:
9840(+0.6%)
Value:
$443.4M(-15.8%)
OLD NATIONAL BANCORP /IN/
ONB|680033107
Shares:
20864(+1.7%)
Value:
$442.1M(-0.7%)