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 29 of 44
RANGE RESOURCES CORP
RRC|75281A109
Shares:
8067(+0.3%)
Value:
$322.1M(+11.3%)
Carlyle Group Inc.
CG|14316J108
Shares:
7384(+12.9%)
Value:
$321.9M(-2.5%)
EBAY INC
EBAY|278642103
Shares:
4717(+0.8%)
Value:
$319.5M(+10.2%)
Life Time Group Holdings, Inc.
LTH|53190C102
Shares:
10576
Value:
$319.4M
Snowflake Inc.
SNOW|833445109
Shares:
2176(+5.6%)
Value:
$318.0M(-0.1%)
CARVANA CO.
CVNA|146869102
Shares:
1520(-27.4%)
Value:
$317.8M(-25.4%)
464288240
464288240
Shares:
5724(+0.0%)
Value:
$317.4M(+6.3%)
Viatris Inc
VTRS|92556V106
Shares:
36306(-0.1%)
Value:
$316.2M(-30.1%)
Haleon plc
HLN|405552100
Shares:
30672(-0.1%)
Value:
$315.6M(+7.7%)
TransUnion
TRU|89400J107
Shares:
3799(-1.3%)
Value:
$315.3M(-11.6%)
Zoom Communications, Inc.
ZM|98980L101
Shares:
4260(+0.9%)
Value:
$314.3M(-8.8%)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
EXPD|302130109
Shares:
2613(+8.0%)
Value:
$314.2M(+17.3%)
RPM INTERNATIONAL INC/DE/
RPM|749685103
Shares:
2716(+0.2%)
Value:
$314.2M(-5.8%)
Liberty Broadband Corp
LBRDK|530307305
Shares:
3680(+0.1%)
Value:
$313.0M(+13.8%)
MSCI Inc.
MSCI|55354G100
Shares:
553(+0.0%)
Value:
$312.7M(-5.8%)
Ferguson Enterprises Inc. /DE/
FERG|31488V107
Shares:
1941(+52.4%)
Value:
$311.0M(+40.6%)
NRG ENERGY, INC.
NRG|629377508
Shares:
3255(-38.6%)
Value:
$310.7M(-35.0%)
TERADYNE, INC
TER|880770102
Shares:
3752(-3.0%)
Value:
$309.9M(-36.4%)
UFP INDUSTRIES INC
UFPI|90278Q108
Shares:
2861(+0.1%)
Value:
$306.2M(-4.8%)
HUBBELL INC
HUBB|443510607
Shares:
924(+2.2%)
Value:
$305.8M(-19.3%)