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 33 of 44
Guidewire Software, Inc.
Shares:
1458(+0.2%)
Value:
$273.2M(+11.4%)
Gen Digital Inc.
Shares:
10252(-0.1%)
Value:
$272.1M(-3.2%)
Coupang, Inc.
Shares:
12379
Value:
$271.5M
025072364
Shares:
4789
Value:
$271.4M
Fresenius Medical Care AG
Shares:
10891(+0.0%)
Value:
$271.2M(+10.0%)
PRICE T ROWE GROUP INC
Shares:
2947(-0.1%)
Value:
$270.7M(-18.8%)
Stellantis N.V.
Shares:
24042(-0.2%)
Value:
$269.5M(-14.2%)
JACK HENRY & ASSOCIATES INC
Shares:
1475(+10.2%)
Value:
$269.3M(+14.8%)
STERIS plc
Shares:
1187(+0.3%)
Value:
$269.0M(+10.5%)
WEST PHARMACEUTICAL SERVICES INC
Shares:
1201
Value:
$268.9M
EXELIXIS, INC.
Shares:
7274(+0.4%)
Value:
$268.6M(+11.3%)
COMFORT SYSTEMS USA INC
Shares:
833(+0.2%)
Value:
$268.5M(-23.8%)
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:
3820(+1.1%)
Value:
$268.2M(-1.9%)
464287804
Shares:
2559(-31.7%)
Value:
$267.6M(-38.0%)
067901108
Shares:
13731
Value:
$266.9M
HOLOGIC INC
Shares:
4281(-4.6%)
Value:
$264.4M(-18.3%)
464287168
Shares:
1966(+0.0%)
Value:
$264.0M(+2.3%)
CROWN HOLDINGS, INC.
Shares:
2953(+0.0%)
Value:
$263.6M(+7.9%)
nVent Electric plc
Shares:
5028(-2.5%)
Value:
$263.6M(-25.0%)
MOHAWK INDUSTRIES INC
Shares:
2308(+0.7%)
Value:
$263.5M(-3.5%)