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:
Search and click to pin securities to the top
Page 28 of 44
MOLSON COORS BEVERAGE CO
Shares:
5511(+5.8%)
Value:
$335.4M(+12.3%)
PENSKE AUTOMOTIVE GROUP, INC.
Shares:
2326(+0.0%)
Value:
$334.9M(-5.5%)
Primerica, Inc.
Shares:
1175(-7.6%)
Value:
$334.3M(-3.2%)
RENAISSANCERE HOLDINGS LTD
Shares:
1393(+0.1%)
Value:
$334.3M(-3.5%)
MGIC INVESTMENT CORP
Shares:
13478(-0.0%)
Value:
$334.0M(+4.5%)
TRIMBLE INC.
Shares:
5068(+0.3%)
Value:
$332.7M(-6.8%)
SouthState Corp
Shares:
3568(+36.5%)
Value:
$331.2M(+27.4%)
LPL Financial Holdings Inc.
Shares:
1012(+0.1%)
Value:
$331.1M(+0.3%)
CHEMUNG FINANCIAL CORP
Shares:
6949(-63.2%)
Value:
$330.6M(-64.1%)
CORCEPT THERAPEUTICS INC
Shares:
2882
Value:
$329.2M
Okta, Inc.
Shares:
3118(-26.3%)
Value:
$328.1M(-1.6%)
TENET HEALTHCARE CORP
Shares:
2438(-1.3%)
Value:
$327.9M(+5.2%)
SANDRIDGE ENERGY INC
Shares:
28591(+0.0%)
Value:
$326.5M(-2.5%)
Coinbase Global, Inc.
Shares:
1893(-9.3%)
Value:
$326.0M(-37.1%)
Mr. Cooper Group Inc.
Shares:
2722(+0.0%)
Value:
$325.6M(+24.6%)
Fox Corp
Shares:
6155(-11.6%)
Value:
$324.4M(+1.9%)
SLM Corp
Shares:
11024(+0.3%)
Value:
$323.8M(+6.8%)
COSTAR GROUP, INC.
Shares:
4083(+1.9%)
Value:
$323.5M(+12.7%)
Ally Financial Inc.
Shares:
8841(+0.1%)
Value:
$322.4M(+1.4%)
INTERNATIONAL FLAVORS & FRAGRANCES INC
Shares:
4154(+6.3%)
Value:
$322.4M(-2.4%)