Forum Financial Management, LP Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$7.7B

Holdings

1,012

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,012 positions)

StockValue
OZKBANK OZK LITTLE ROCK ARK
$271K
ODFLOLD DOMINION FREIGHT LINE IN
$271K
FCFSFIRSTCASH HOLDINGS INC
$271K
MODMODINE MFG CO
$270K
OTISOTIS WORLDWIDE CORP
$270K
VODVODAFONE GROUP PLC NEW
$270K
NXSTNEXSTAR MEDIA GROUP INC
$269K
PHYS/USPROTT ASSET MANAGEMENT LP
$269K
ALBALBEMARLE CORP
$268K
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$267K
FNBF N B CORP
$267K
MATMATTEL INC
$266K
UHAL/BU HAUL HOLDING COMPANY
$265K
PEOEXELON CORP
$265K
TAPMOLSON COORS BEVERAGE CO
$265K
AVYAVERY DENNISON CORP
$264K
EHCENCOMPASS HEALTH CORP
$264K
TSEMTOWER SEMICONDUCTOR LTD
$264K
NDSNNORDSON CORP
$263K
ESLTELBIT SYS LTD
$262K
FROGJFROG LTD
$261K
HIMSHIMS & HERS HEALTH INC
$260K
ANFABERCROMBIE & FITCH CO
$260K
WMSADVANCED DRAIN SYS INC DEL
$259K
IWCISHARES TR
$259K
TRUTRANSUNION
$259K
GDDYGODADDY INC
$258K
ZSZSCALER INC
$258K
JEPIJ P MORGAN EXCHANGE TRADED F
$257K
PLPLANET LABS PBC
$257K
GGENPACT LIMITED
$257K
MTDMETTLER TOLEDO INTERNATIONAL
$256K
MOG/AMOOG INC
$256K
LBRDKLIBERTY BROADBAND CORP
$255K
THGHANOVER INS GROUP INC
$255K
VSATVIASAT INC
$254K
ATGEADTALEM GLOBAL ED INC
$253K
VLYVALLEY NATL BANCORP
$253K
REZIRESIDEO TECHNOLOGIES INC
$252K
TMHCTAYLOR MORRISON HOME CORP
$252K
BUWABIO RAD LABS INC
$252K
RNAAVIDITY BIOSCIENCES INC
$252K
CRCRANE COMPANY
$250K
GNRCGENERAC HLDGS INC
$250K
CNXCNX RES CORP
$250K
WAYWAYSTAR HLDG CORP
$249K
NTRNUTRIEN LTD
$249K
WWAYFAIR INC
$248K
UFPIUFP INDUSTRIES INC
$247K
SEICSEI INVTS CO
$246K
DCIDONALDSON INC
$246K
NCLHNORWEGIAN CRUISE LINE HLDG L
$245K
LFUSLITTELFUSE INC
$245K
TRPTC ENERGY CORP
$244K
PAHUSDELEMENT SOLUTIONS INC
$243K
ZWSZURN ELKAY WATER SOLNS CORP
$243K
DECKDECKERS OUTDOOR CORP
$243K
FDNFIRST TR EXCHANGE-TRADED FD
$243K
HQYHEALTHEQUITY INC
$242K
SWKSTANLEY BLACK & DECKER INC
$242K
GATXGATX CORP
$242K
RPMRPM INTL INC
$241K
CCOCAMECO CORP
$241K
GTESGATES INDL CORP PLC
$241K
ELLAUDER ESTEE COS INC
$241K
ARWARROW ELECTRS INC
$240K
ABCBAMERIS BANCORP
$240K
ARESARES MANAGEMENT CORPORATION
$239K
TPLTEXAS PACIFIC LAND CORPORATI
$239K
ADTADT INC DEL
$238K
MGRCMCGRATH RENTCORP
$238K
LECOLINCOLN ELEC HLDGS INC
$238K
SNEXSTONEX GROUP INC
$236K
PEGAPEGASYSTEMS INC
$236K
KEXKIRBY CORP
$236K
WYNNWYNN RESORTS LTD
$235K
HLIHOULIHAN LOKEY INC
$235K
OLLIOLLIES BARGAIN OUTLET HLDGS
$234K
GXOGXO LOGISTICS INCORPORATED
$234K
TRINTRINITY CAP INC
$234K
AALAMERICAN AIRLS GROUP INC
$233K
JEPQJ P MORGAN EXCHANGE TRADED F
$233K
PATHUIPATH INC
$233K
WTSWATTS WATER TECHNOLOGIES INC
$232K
AGOASSURED GUARANTY LTD
$231K
IWPISHARES TR
$231K
SCHVSCHWAB STRATEGIC TR
$231K
TKRTIMKEN CO
$230K
ARMKARAMARK
$229K
TWTRADEWEB MKTS INC
$229K
ALVAUTOLIV INC
$228K
ALKALASKA AIR GROUP INC
$228K
LEALEAR CORP
$227K
KNSLKINSALE CAP GROUP INC
$227K
QC10FLAGSTAR BANK NATIONAL ASSOC
$227K
CELHCELSIUS HLDGS INC
$227K
MCYMERCURY GENL CORP NEW
$227K
ALLEALLEGION PLC
$226K
MRCYMERCURY SYS INC
$226K
HWCHANCOCK WHITNEY CORPORATION
$226K
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