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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Nutanix, Inc.

NTNX|67059N108

2966(-21.1%)

Value:

$207.1M(-10.0%)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

7612(+0.0%)

Value:

$206.7M(-3.1%)

Morningstar, Inc.

MORN|617700109

689(+4.1%)

Value:

$206.6M(-7.3%)

PILGRIMS PRIDE CORP

PPC|72147K108

3785

Value:

$206.3M

Vertiv Holdings Co

VRT|92537N108

2852(+5.4%)

Value:

$205.9M(-33.0%)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

1857(-0.1%)

Value:

$205.4M(-19.1%)

James Hardie Industries plc

JHX|47030M106

8694(+0.0%)

Value:

$204.8M(-23.5%)

FirstCash Holdings, Inc.

FCFS|33768G107

1696

Value:

$204.1M

ENSIGN GROUP, INC

ENSG|29358P101

1575(+3.3%)

Value:

$203.8M(+0.7%)

Penumbra Inc

PEN|70975L107

762

Value:

$203.8M

ATI INC

ATI|01741R102

3909(+0.3%)

Value:

$203.4M(-5.2%)

LENNOX INTERNATIONAL INC

LII|526107107

361(-11.5%)

Value:

$202.5M(-18.6%)

HEALTHEQUITY, INC.

HQY|42226A107

2291(+2.6%)

Value:

$202.5M(-5.5%)

Datadog, Inc.

DDOG|23804L103

2040(+6.1%)

Value:

$202.4M(-26.3%)

LITHIA MOTORS INC

LAD|536797103

689(+22.2%)

Value:

$202.3M(+0.3%)

Bit Digital, Inc

BTBT|G1144A105

100000(+0.0%)

Value:

$202.0M(-31.1%)

Snap Inc

SNAP|83304A106

23166(-5.7%)

Value:

$201.8M(-23.8%)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

832

Value:

$201.7M

Fortune Brands Innovations, Inc.

FBIN|34964C106

3303(+0.2%)

Value:

$201.1M(-10.7%)

33733E302

905(+0.0%)

Value:

$201.0M(-8.6%)

Instrument	Shares		Other Manager	Value
Nutanix, Inc.(NTNXcusip67059N108)	3.0K	QoQ -21.09% (-793) YoY NEW(+3.0K)	All Managers (Combined)	$207.1K	QoQ -9.96% (-$22.9K) YoY NEW(+$207.1K)
Interpublic Group Of Companies, Inc.(IPGcusip460690100)	7.6K	QoQ 0.00% (-0) YoY +17.50% (-1.1K)	All Managers (Combined)	$206.7K	QoQ -3.06% (-$6.5K) YoY -2.19% (-$4.6K)
Morningstar, Inc.(MORNcusip617700109)	689	QoQ +4.07% (-27) YoY NEW(+689)	All Managers (Combined)	$206.6K	QoQ -7.32% (-$16.3K) YoY NEW(+$206.6K)
Pilgrims Pride Corp(PPCcusip72147K108)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$206.3K	QoQ NEW(+$206.3K) YoY NEW(+$206.3K)
Vertiv Holdings Co(VRTcusip92537N108)	2.9K	QoQ +5.43% (-147) YoY NEW(+2.9K)	All Managers (Combined)	$205.9K	QoQ -32.99% (-$101.4K) YoY NEW(+$205.9K)
Neurocrine Biosciences Inc(NBIXcusip64125C109)	1.9K	QoQ -0.10% (-2) YoY NEW(+1.9K)	All Managers (Combined)	$205.4K	QoQ -19.06% (-$48.4K) YoY NEW(+$205.4K)
James Hardie Industries Plc(JHXcusip47030M106)	8.7K	QoQ 0.00% (-0) YoY +63.63% (-3.4K)	All Managers (Combined)	$204.8K	QoQ -23.53% (-$63.0K) YoY -4.71% (-$10.1K)
Firstcash Holdings, Inc.(FCFScusip33768G107)	1.7K	QoQ NEW(+1.7K) YoY +0.35% (-6)	All Managers (Combined)	$204.1K	QoQ NEW(+$204.1K) YoY -5.32% (-$11.5K)
Ensign Group, Inc(ENSGcusip29358P101)	1.6K	QoQ +3.34% (+51) YoY NEW(+1.6K)	All Managers (Combined)	$203.8K	QoQ +0.65% (+$1.3K) YoY NEW(+$203.8K)
Penumbra Inc(PENcusip70975L107)	762	QoQ NEW(+762) YoY NEW(+762)	All Managers (Combined)	$203.8K	QoQ NEW(+$203.8K) YoY NEW(+$203.8K)
Ati Inc(ATIcusip01741R102)	3.9K	QoQ +0.25% (-10) YoY NEW(+3.9K)	All Managers (Combined)	$203.4K	QoQ -5.22% (-$11.2K) YoY NEW(+$203.4K)
Lennox International Inc(LIIcusip526107107)	361	QoQ -11.51% (-47) YoY NEW(+361)	All Managers (Combined)	$202.5K	QoQ -18.55% (-$46.1K) YoY NEW(+$202.5K)
Healthequity, Inc.(HQYcusip42226A107)	2.3K	QoQ +2.64% (-59) YoY NEW(+2.3K)	All Managers (Combined)	$202.5K	QoQ -5.46% (-$11.7K) YoY NEW(+$202.5K)
Datadog, Inc.(DDOGcusip23804L103)	2.0K	QoQ +6.13% (-118) YoY NEW(+2.0K)	All Managers (Combined)	$202.4K	QoQ -26.30% (-$72.2K) YoY NEW(+$202.4K)
Lithia Motors Inc(LADcusip536797103)	689	QoQ +22.16% (+125) YoY NEW(+689)	All Managers (Combined)	$202.3K	QoQ +0.32% (+$659) YoY NEW(+$202.3K)
Bit Digital, Inc(BTBTcusipG1144A105)	100.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$202.0K	QoQ -31.05% (-$91.0K) YoY -29.61% (-$85.0K)
Snap Inc(SNAPcusip83304A106)	23.2K	QoQ -5.71% (-1.4K) YoY NEW(+23.2K)	All Managers (Combined)	$201.8K	QoQ -23.75% (-$62.9K) YoY NEW(+$201.8K)
Broadridge Financial Solutions, Inc.(BRcusip11133T103)	832	QoQ NEW(+832) YoY NEW(+832)	All Managers (Combined)	$201.7K	QoQ NEW(+$201.7K) YoY NEW(+$201.7K)
Fortune Brands Innovations, Inc.(FBINcusip34964C106)	3.3K	QoQ +0.24% (-8) YoY +0.51% (-17)	All Managers (Combined)	$201.1K	QoQ -10.68% (-$24.1K) YoY -27.72% (-$77.1K)
(cusip33733E302)✕	905	QoQ 0.00% (-0) YoY NEW(+905)	All Managers (Combined)	$201.0K	QoQ -8.64% (-$19.0K) YoY NEW(+$201.0K)