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 37 of 44
Burlington Stores, Inc.
Shares:
993(+0.2%)
Value:
$236.7M(-16.2%)
Coca-Cola Consolidated, Inc.
Shares:
175(+1.1%)
Value:
$236.3M(+8.4%)
DILLARD'S, INC.
Shares:
659(-30.7%)
Value:
$236.0M(-42.5%)
STMicroelectronics N.V.
Shares:
10737(+0.0%)
Value:
$235.8M(-12.1%)
EXELON CORP
Shares:
5113
Value:
$235.6M
389637109
Shares:
3611(-9.6%)
Value:
$235.3M(-20.4%)
C3.ai, Inc.
Shares:
11165(-2.4%)
Value:
$235.0M(-40.3%)
LOUISIANA-PACIFIC CORP
Shares:
2551(+0.2%)
Value:
$234.6M(-11.0%)
Alcoa Corp
Shares:
7690
Value:
$234.5M
Bank OZK
Shares:
5396(-0.1%)
Value:
$234.5M(-2.5%)
LKQ CORP
Shares:
5508(-21.0%)
Value:
$234.3M(-8.6%)
Community West Bancshares
Shares:
12668(+0.0%)
Value:
$234.1M(-4.6%)
OSHKOSH CORP
Shares:
2488(+0.0%)
Value:
$234.1M(-1.0%)
INSMED Inc
Shares:
3067
Value:
$234.0M
GROUP 1 AUTOMOTIVE INC
Shares:
612(+2.5%)
Value:
$233.8M(-7.1%)
BROOKFIELD Corp /ON/
Shares:
4460(-16.0%)
Value:
$233.7M(-23.4%)
092915107
Shares:
115488
Value:
$233.3M
NEXSTAR MEDIA GROUP, INC.
Shares:
1299(+0.5%)
Value:
$232.8M(+14.1%)
IDEX CORP /DE/
Shares:
1286(+0.2%)
Value:
$232.7M(-13.3%)
POPULAR, INC.
Shares:
2514(+0.0%)
Value:
$232.2M(-1.8%)