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 27 of 44
Hewlett Packard Enterprise Co
Shares:
22493(-4.8%)
Value:
$347.1M(-31.2%)
BRINKS CO
Shares:
4028(-6.1%)
Value:
$347.1M(-12.8%)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:
650(+0.0%)
Value:
$346.9M(-6.3%)
ROSS STORES, INC.
Shares:
2713(+84.0%)
Value:
$346.7M(+55.5%)
808524300
Shares:
13845(+12.4%)
Value:
$346.7M(+1.0%)
HALLIBURTON CO
Shares:
13596(+0.6%)
Value:
$344.9M(-6.1%)
922042742
Shares:
2963(+10.8%)
Value:
$343.6M(+9.4%)
EVEREST GROUP, LTD.
Shares:
944(+0.6%)
Value:
$343.0M(+0.9%)
AUTONATION, INC.
Shares:
2117(-12.0%)
Value:
$342.8M(-16.1%)
RESMED INC
Shares:
1528(+28.1%)
Value:
$342.0M(+25.4%)
CF Industries Holdings, Inc.
Shares:
4377(+16.3%)
Value:
$342.0M(+6.6%)
Affirm Holdings, Inc.
Shares:
7555(-5.4%)
Value:
$341.4M(-29.8%)
TechnipFMC plc
Shares:
10758(+0.4%)
Value:
$340.9M(+9.9%)
LyondellBasell Industries N.V.
Shares:
4835(-6.7%)
Value:
$340.4M(-11.6%)
IQVIA HOLDINGS INC.
Shares:
1930(-6.6%)
Value:
$340.3M(-16.2%)
Antero Midstream Corp
Shares:
18875(+0.2%)
Value:
$339.8M(+19.6%)
Dutch Bros Inc.
Shares:
5465
Value:
$337.4M
EAST WEST BANCORP INC
Shares:
3758(-0.1%)
Value:
$337.3M(-6.4%)
US Foods Holding Corp.
Shares:
5153(+0.1%)
Value:
$337.3M(-2.9%)
Ingredion Inc
Shares:
2483(+12.7%)
Value:
$335.7M(+10.8%)