Forum Financial Management, LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

968 positions • $6,041,849.33K total value

968 positions

Manager:

SEC FilingSEC DataHachi Filing

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Albertsons Companies, Inc.

ACI|013091103

11964

Value:

$263.1M

CARPENTER TECHNOLOGY CORP

CRS|144285103

1451(+0.4%)

Value:

$262.9M(+7.2%)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

2303

Value:

$262.8M

Roblox Corp

RBLX|771049103

4504(+16.6%)

Value:

$262.5M(+17.5%)

AGNICO EAGLE MINES LTD

AEM|008474108

2420

Value:

$262.4M

TD SYNNEX CORP

SNX|87162W100

2523(+0.3%)

Value:

$262.3M(-11.0%)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

1581(+7.0%)

Value:

$261.6M(+0.4%)

DraftKings Inc.

DKNG|26142V105

7854

Value:

$260.8M

COMSTOCK RESOURCES INC

CRK|205768302

12775(+25.1%)

Value:

$259.8M(+39.6%)

GENUINE PARTS CO

GPC|372460105

2178(-10.9%)

Value:

$259.5M(-9.1%)

HP INC

HPQ|40434L105

9371(-8.2%)

Value:

$259.5M(-22.1%)

Post Holdings, Inc.

POST|737446104

2230(+0.3%)

Value:

$259.5M(+2.0%)

ANAVEX LIFE SCIENCES CORP.

AVXL|032797300

30140

Value:

$258.6M

Performance Food Group Co

PFGC|71377A103

3282(+1.7%)

Value:

$258.1M(-5.4%)

Workday, Inc.

WDAY|98138H101

1103(-0.9%)

Value:

$257.5M(-10.3%)

Taylor Morrison Home Corp

TMHC|87724P106

4286(+0.3%)

Value:

$257.3M(-1.6%)

First American Financial Corp

FAF|31847R102

3919(+4.2%)

Value:

$257.2M(+9.6%)

DIGITAL REALTY TRUST, INC.

DLR|253868103

1794(-0.2%)

Value:

$257.1M(-19.3%)

Equitable Holdings, Inc.

EQH|29452E101

4929(+11.9%)

Value:

$256.8M(+23.6%)

WILLIAMS SONOMA INC

WSM|969904101

1622(-29.2%)

Value:

$256.4M(-39.6%)

Instrument	Shares		Other Manager	Value
Albertsons Companies, Inc.(ACIcusip013091103)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$263.1K	QoQ NEW(+$263.1K) YoY NEW(+$263.1K)
Carpenter Technology Corp(CRScusip144285103)	1.5K	QoQ +0.41% (+6) YoY NEW(+1.5K)	All Managers (Combined)	$262.9K	QoQ +7.20% (+$17.7K) YoY NEW(+$262.9K)
Bj'S Wholesale Club Holdings, Inc.(BJcusip05550J101)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$262.8K	QoQ NEW(+$262.8K) YoY NEW(+$262.8K)
Roblox Corp(RBLXcusip771049103)	4.5K	QoQ +16.65% (+643) YoY NEW(+4.5K)	All Managers (Combined)	$262.5K	QoQ +17.52% (+$39.1K) YoY NEW(+$262.5K)
Agnico Eagle Mines Ltd(AEMcusip008474108)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$262.4K	QoQ NEW(+$262.4K) YoY NEW(+$262.4K)
Td Synnex Corp(SNXcusip87162W100)	2.5K	QoQ +0.35% (-9) YoY +10.65% (+243)	All Managers (Combined)	$262.3K	QoQ -11.03% (-$32.5K) YoY +1.72% (+$4.4K)
Old Dominion Freight Line, Inc.(ODFLcusip679580100)	1.6K	QoQ +7.04% (+104) YoY +8.13% (-119)	All Managers (Combined)	$261.6K	QoQ +0.39% (+$1.0K) YoY -18.41% (-$59.1K)
Draftkings Inc.(DKNGcusip26142V105)	7.9K	QoQ NEW(+7.9K) YoY +56.05% (+2.8K)	All Managers (Combined)	$260.8K	QoQ NEW(+$260.8K) YoY +14.13% (+$32.3K)
Comstock Resources Inc(CRKcusip205768302)	12.8K	QoQ +25.07% (+2.6K) YoY +19.23% (+2.1K)	All Managers (Combined)	$259.8K	QoQ +39.62% (+$73.7K) YoY +161.34% (+$160.4K)
Genuine Parts Co(GPCcusip372460105)	2.2K	QoQ -10.88% (-266) YoY -11.78% (-291)	All Managers (Combined)	$259.5K	QoQ -9.06% (-$25.9K) YoY -32.16% (-$123.0K)
Hp Inc(HPQcusip40434L105)	9.4K	QoQ -8.22% (-840) YoY -10.85% (-1.1K)	All Managers (Combined)	$259.5K	QoQ -22.12% (-$73.7K) YoY -18.31% (-$58.2K)
Post Holdings, Inc.(POSTcusip737446104)	2.2K	QoQ +0.31% (+7) YoY +3.67% (+79)	All Managers (Combined)	$259.5K	QoQ +1.97% (+$5.0K) YoY +13.50% (+$30.9K)
Anavex Life Sciences Corp.(AVXLcusip032797300)	30.1K	QoQ NEW(+30.1K) YoY NEW(+30.1K)	All Managers (Combined)	$258.6K	QoQ NEW(+$258.6K) YoY NEW(+$258.6K)
Performance Food Group Co(PFGCcusip71377A103)	3.3K	QoQ +1.67% (-54) YoY +1.83% (+59)	All Managers (Combined)	$258.1K	QoQ -5.44% (-$14.9K) YoY +7.27% (+$17.5K)
Workday, Inc.(WDAYcusip98138H101)	1.1K	QoQ -0.89% (-10) YoY +39.79% (+314)	All Managers (Combined)	$257.5K	QoQ -10.30% (-$29.6K) YoY +19.64% (+$42.3K)
Taylor Morrison Home Corp(TMHCcusip87724P106)	4.3K	QoQ +0.35% (-15) YoY +0.49% (-21)	All Managers (Combined)	$257.3K	QoQ -1.56% (-$4.1K) YoY -2.95% (-$7.8K)
First American Financial Corp(FAFcusip31847R102)	3.9K	QoQ +4.22% (+159) YoY NEW(+3.9K)	All Managers (Combined)	$257.2K	QoQ +9.55% (+$22.4K) YoY NEW(+$257.2K)
Digital Realty Trust, Inc.(DLRcusip253868103)	1.8K	QoQ -0.16% (-3) YoY +6.97% (+117)	All Managers (Combined)	$257.1K	QoQ -19.33% (-$61.6K) YoY +6.41% (+$15.5K)
Equitable Holdings, Inc.(EQHcusip29452E101)	4.9K	QoQ +11.92% (+525) YoY NEW(+4.9K)	All Managers (Combined)	$256.8K	QoQ +23.59% (+$49.0K) YoY NEW(+$256.8K)
Williams Sonoma Inc(WSMcusip969904101)	1.6K	QoQ -29.23% (-670) YoY +30.80% (-382)	All Managers (Combined)	$256.4K	QoQ -39.58% (-$168.0K) YoY -34.86% (-$137.2K)