Forum Financial Management, LP Purchases in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CIEN
Ciena Corp

Technology
140
+ 3.6%
$77.75 - $145.67 $10.9K - $20.4K
4.03K $586K
ARGX
Argenx Se

Healthcare
365
New
$538.64 - $768.0 $197K - $280K
365 $269K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2K
New
$96.73 - $137.09 $194K - $274K
2K $265K
REZI
Resideo Technologies, Inc.

Industrials
6.1K
New
$23.08 - $43.18 $141K - $263K
6.1K $263K
DINO
Hf Sinclair Corp

Energy
3.81K
+ 67.46%
$42.11 - $54.01 $161K - $206K
9.47K $495K
CMI
Cummins Inc

Industrials
238
+ 13.98%
$327.85 - $426.39 $78K - $101K
1.94K $819K
FSLR
First Solar, Inc.

Technology
423
+ 13.94%
$160.84 - $223.53 $68K - $94.6K
3.46K $762K
BKR
Baker Hughes CO

Energy
1.61K
+ 9.34%
$38.68 - $50.55 $62.3K - $81.4K
18.9K $919K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.75K
New
$134.94 - $145.86 $236K - $256K
1.75K $255K
ONTO
Onto Innovation Inc.

Technology
1.97K
New
$90.0 - $136.73 $177K - $270K
1.97K $254K
ELAN
Elanco Animal Health Inc

Healthcare
8.76K
+ 66.98%
$13.68 - $20.14 $120K - $176K
21.8K $439K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.96K
New
$101.96 - $132.43 $200K - $260K
1.96K $251K
DG
Dollar General Corp

Consumer Defensive
2.71K
+ 93.94%
$101.86 - $116.32 $276K - $316K
5.6K $578K
WMS
Advanced Drainage Systems, Inc.

Industrials
1.79K
New
$110.89 - $148.5 $198K - $265K
1.79K $247K
LFUS
Littelfuse Inc

Technology
950
New
$228.23 - $271.17 $217K - $258K
950 $246K
ZWS
Zurn Water Solutions Corp

Industrials
5.23K
New
$36.48 - $47.94 $191K - $251K
5.23K $245K
ORA
Ormat Technologies, Inc.

Utilities
2.53K
New
$84.64 - $96.25 $214K - $243K
2.53K $243K
TRP
Tc Energy Corp

Energy
4.44K
New
$46.58 - $54.41 $207K - $242K
4.44K $241K
MRCY
Mercury Systems Inc

Industrials
3.11K
New
$50.09 - $77.4 $156K - $240K
3.11K $240K
MTDR
Matador Resources CO

Energy
5.31K
New
$44.93 - $52.55 $239K - $279K
5.31K $238K
ABCB
Ameris Bancorp

Financial Services
3.24K
New
$65.68 - $76.41 $212K - $247K
3.24K $237K
URI
United Rentals, Inc.

Industrials
77
+ 9.51%
$774.14 - $975.23 $59.6K - $75.1K
887 $846K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.02%
$129.82 - $184.04 $130 - $184
5.82K $985K
LECO
Lincoln Electric Holdings Inc

Industrials
997
New
$210.22 - $247.76 $210K - $247K
997 $235K
WTS
Watts Water Technologies Inc

Industrials
844
New
$247.02 - $285.86 $208K - $241K
844 $235K
GXO
Gxo Logistics, Inc.

Industrials
4.45K
New
$48.07 - $54.59 $214K - $243K
4.45K $235K
ENS
Ener Sys

Industrials
2.08K
New
$86.09 - $112.96 $179K - $235K
2.08K $234K
DAL
Delta Air Lines, Inc.

Industrials
2.35K
+ 17.64%
$49.0 - $61.97 $115K - $145K
15.6K $887K
COP
Conocophillips

Energy
1.26K
+ 5.41%
$91.0 - $98.99 $115K - $125K
24.6K $2.33M
SITM
Sitime Corp

Technology
771
New
$190.16 - $318.05 $147K - $245K
771 $232K
RVMD
Revolution Medicines, Inc.

Healthcare
4.96K
New
$34.7 - $46.7 $172K - $232K
4.96K $231K
ESLT
Elbit Systems LTD

Industrials
454
New
$429.99 - $509.8 $195K - $231K
454 $231K
SLB
Schlumberger Limited

Energy
6.32K
+ 29.75%
$32.37 - $37.31 $205K - $236K
27.6K $947K
PIPR
Piper Sandler Companies

Financial Services
661
New
$284.8 - $369.4 $188K - $244K
661 $229K
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.27K
New
$47.38 - $57.71 $202K - $246K
4.27K $229K
ASTS
Ast Space Mobile, Inc.

Communication Services
4.65K
New
$36.91 - $60.06 $171K - $279K
4.65K $228K
PSN
Parsons Corp

Industrials
2.76K
New
$72.77 - $82.92 $201K - $229K
2.76K $228K
AWI
Armstrong World Industries Inc

Industrials
1.16K
New
$163.99 - $199.13 $190K - $231K
1.16K $227K
UBER
Uber Technologies, Inc

Technology
1.73K
+ 14.09%
$86.91 - $99.57 $150K - $172K
14K $1.37M
DCI
Donaldson CO Inc

Industrials
2.78K
New
$69.82 - $82.14 $194K - $228K
2.78K $227K
MP
Mp Materials Corp.

Basic Materials
14
+ 0.21%
$30.03 - $77.13 $420 - $1.08K
6.63K $444K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.26K
New
$56.32 - $68.81 $184K - $224K
3.26K $224K
TFC
Truist Financial Corp

Financial Services
3.7K
+ 18.46%
$42.83 - $47.07 $159K - $174K
23.8K $1.09M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3.86K
New
$48.04 - $60.86 $186K - $235K
3.86K $224K
GBCI
Glacier Bancorp, Inc.

Financial Services
4.6K
New
$42.86 - $50.13 $197K - $231K
4.6K $223K
VBR
Vanguard Small Cap Value ETF

ETFs
1.06K
New
$195.41 - $212.37 $208K - $226K
1.06K $222K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.59K
New
$27.61 - $29.15 $210K - $221K
7.59K $221K
WDAY
Workday, Inc.

Technology
911
+ 57.26%
$213.69 - $247.69 $195K - $226K
2.5K $602K
HWC
Hancock Whitney Corp

Financial Services
3.54K
New
$57.63 - $64.31 $204K - $228K
3.54K $221K
Activity Summary
Buys All Purchases 732 New Holdings 111 Increased Positions 621 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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