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 43 of 44
AEGON LTD.
AEG|0076CA104
Shares:
19189(+0.0%)
Value:
$126.5M(+11.9%)
CCC Intelligent Solutions Holdings Inc.
CCCS|12510Q100
Shares:
13709
Value:
$123.8M
GOODYEAR TIRE & RUBBER CO /OH/
GT|382550101
Shares:
12701(-5.3%)
Value:
$117.4M(-2.8%)
CLEVELAND-CLIFFS INC.
CLF|185899101
Shares:
13825(+0.3%)
Value:
$113.6M(-12.3%)
Coeur Mining, Inc.
CDE|192108504
Shares:
18701(+0.0%)
Value:
$110.7M(+3.5%)
SMITH & WESSON BRANDS, INC.
SWBI|831754106
Shares:
11366
Value:
$105.9M
Lumen Technologies, Inc.
LUMN|550241103
Shares:
26626(-3.4%)
Value:
$104.4M(-28.6%)
LifeStance Health Group, Inc.
LFST|53228F101
Shares:
14978(+0.1%)
Value:
$99.8M(-9.6%)
NEWELL BRANDS INC.
NWL|651229106
Shares:
15931(-0.8%)
Value:
$98.8M(-38.3%)
PATTERSON UTI ENERGY INC
PTEN|703481101
Shares:
11972
Value:
$98.4M
Payoneer Global Inc.
PAYO|70451X104
Shares:
12693(+4.7%)
Value:
$92.8M(-23.7%)
Mister Car Wash, Inc.
MCW|60646V105
Shares:
11062(+0.0%)
Value:
$87.3M(+8.2%)
New Fortress Energy Inc.
NFE|644393100
Shares:
10500
Value:
$87.3M
Nuveen Credit Strategies Income Fund
JQC|67073D102
Shares:
15000
Value:
$80.7M
COTY INC.
COTY|222070203
Shares:
14418(+0.0%)
Value:
$78.9M(-21.4%)
Transocean Ltd.
RIG|H8817H100
Shares:
21441(-24.3%)
Value:
$68.0M(-36.0%)
JETBLUE AIRWAYS CORP
JBLU|477143101
Shares:
13624(-3.1%)
Value:
$65.7M(-40.6%)
CLOVER HEALTH INVESTMENTS, CORP. /DE
CLOV|18914F103
Shares:
16077(+0.0%)
Value:
$57.7M(+14.0%)
URANIUM ENERGY CORP
UEC|916896103
Shares:
11306(-8.1%)
Value:
$54.0M(-34.3%)
Stereotaxis, Inc.
STXS|85916J409
Shares:
26518(+0.0%)
Value:
$46.7M(-22.8%)