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 38 of 44
AFFILIATED MANAGERS GROUP, INC.
AMG|008252108
Shares:
1382
Value:
$232.2M
SYNOVUS FINANCIAL CORP
SNV|87161C501
Shares:
4966(+0.1%)
Value:
$232.1M(-8.7%)
46654Q203
46654Q203
Shares:
4471(+11.3%)
Value:
$231.5M(+2.2%)
XPO, Inc.
XPO|983793100
Shares:
2147(+0.3%)
Value:
$231.0M(-17.7%)
WESTERN DIGITAL CORP
WDC|958102105
Shares:
5702(+1.5%)
Value:
$230.5M(-31.2%)
SERVICE CORP INTERNATIONAL
SCI|817565104
Shares:
2873(-20.7%)
Value:
$230.4M(-20.3%)
Dell Technologies Inc.
DELL|24703L202
Shares:
2521(+1.8%)
Value:
$229.8M(-19.5%)
HUBSPOT INC
HUBS|443573100
Shares:
401(-1.2%)
Value:
$229.1M(-19.0%)
922908512
VOE|922908512
Shares:
1420(-4.6%)
Value:
$227.9M(-5.3%)
BIOMARIN PHARMACEUTICAL INC
BMRN|09061G101
Shares:
3207(-29.2%)
Value:
$226.7M(-23.9%)
ASSURED GUARANTY LTD
AGO|G0585R106
Shares:
2571(+0.0%)
Value:
$226.5M(-2.1%)
Essent Group Ltd.
ESNT|G3198U102
Shares:
3917(+0.1%)
Value:
$226.1M(+6.2%)
Kyndryl Holdings, Inc.
KD|50155Q100
Shares:
7166(+0.7%)
Value:
$225.0M(-8.6%)
HANOVER INSURANCE GROUP, INC.
THG|410867105
Shares:
1293
Value:
$224.9M
MainStreet Bancshares, Inc.
MNSB|56064Y100
Shares:
13439(+0.0%)
Value:
$224.7M(-7.6%)
WHIRLPOOL CORP /DE/
WHR|963320106
Shares:
2484(+2.9%)
Value:
$223.9M(-19.0%)
DECKERS OUTDOOR CORP
DECK|243537107
Shares:
1997(-17.4%)
Value:
$223.3M(-54.5%)
LINCOLN NATIONAL CORP
LNC|534187109
Shares:
6211
Value:
$223.0M
CIENA CORP
CIEN|171779309
Shares:
3684(+20.8%)
Value:
$222.6M(-13.9%)
KIRBY CORP
KEX|497266106
Shares:
2200(+0.1%)
Value:
$222.2M(-4.4%)