Forum Financial Management, LP Purchases in Q2 2025

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DRI
Darden Restaurants Inc

Consumer Cyclical
205
+ 14.14%
$186.58 - $225.78 $38.2K - $46.3K
1.66K $360K
MQ
Marqeta, Inc.

Technology
10.2K
New
$3.71 - $5.88 $37.9K - $60.1K
10.2K $59K
AXS
Axis Capital Holdings LTD

Financial Services
464
+ 15.81%
$87.23 - $106.93 $40.5K - $49.6K
3.4K $352K
DT
Dynatrace, Inc.

Technology
123
+ 1.92%
$41.21 - $55.9 $5.07K - $6.88K
6.53K $360K
LII
Lennox International Inc

Industrials
93
+ 25.76%
$508.76 - $605.77 $47.3K - $56.3K
454 $260K
JBHT
Hunt J B Transport Services Inc

Industrials
455
+ 31.02%
$124.73 - $152.78 $56.8K - $69.5K
1.92K $275K
NTRA
Natera, Inc.

Healthcare
2
+ 0.1%
$132.23 - $171.87 $264 - $344
2.07K $349K
ECL
Ecolab Inc.

Basic Materials
127
+ 8.76%
$225.65 - $270.95 $28.7K - $34.4K
1.58K $424K
FUBO
Fubo Tv Inc.

Communication Services
14.7K
New
$2.42 - $3.86 $35.6K - $56.8K
14.7K $56K
FIS
Fidelity National Information Services, Inc.

Technology
112
+ 1.62%
$68.14 - $82.13 $7.63K - $9.2K
7.03K $572K
PSX
Phillips 66

Energy
725
+ 9.52%
$92.87 - $125.73 $67.3K - $91.2K
8.34K $995K
VRSK
Verisk Analytics, Inc.

Industrials
137
+ 15.93%
$277.03 - $321.33 $38K - $44K
997 $310K
CDE
Coeur Mining, Inc.

Basic Materials
14
+ 0.07%
$4.81 - $9.46 $67.3 - $132
18.7K $165K
DOV
Dover Corp

Industrials
239
+ 17.18%
$151.14 - $186.7 $36.1K - $44.6K
1.63K $298K
TRU
Trans Union

Industrials
399
+ 10.5%
$69.26 - $91.89 $27.6K - $36.7K
4.2K $369K
CMI
Cummins Inc

Industrials
96
+ 5.98%
$267.12 - $336.65 $25.6K - $32.3K
1.7K $557K
GTLS
Chart Industries Inc

Industrials
119
+ 7.1%
$115.08 - $175.5 $13.7K - $20.9K
1.79K $295K
VEU
Vanguard Ftse All World Ex Us

ETFs
41
+ 0.53%
$54.19 - $67.22 $2.22K - $2.76K
7.84K $526K
CVS
Cvs Health Corp

Healthcare
490
+ 3.06%
$60.04 - $70.18 $29.4K - $34.4K
16.5K $1.14M
RGLD
Royal Gold Inc

Basic Materials
167
+ 11.06%
$155.48 - $186.71 $26K - $31.2K
1.68K $298K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1.07K
+ 19.45%
$38.16 - $46.72 $40.9K - $50.1K
6.59K $291K
PFGC
Performance Food Group CO

Consumer Defensive
273
+ 8.32%
$71.62 - $89.56 $19.6K - $24.4K
3.56K $310K
CPB
Campbell Soup CO

Consumer Defensive
3.56K
+ 56.49%
$30.65 - $39.9 $109K - $142K
9.85K $301K
SNV
Synovus Financial Corp

Financial Services
488
+ 9.83%
$38.27 - $51.75 $18.7K - $25.3K
5.45K $282K
OMF
One Main Holdings, Inc.

Financial Services
209
+ 4.6%
$40.42 - $57.0 $8.45K - $11.9K
4.75K $270K
ALLY
Ally Financial Inc.

Financial Services
698
+ 7.9%
$30.09 - $38.95 $21K - $27.2K
9.54K $371K
KBE
Spdr S&P Bank ETF

ETFs
26
+ 0.15%
$45.85 - $55.78 $1.19K - $1.45K
17K $948K
CIFR
Cipher Mining Inc.

Financial Services
10.3K
New
$2.1 - $4.78 $21.6K - $49.2K
10.3K $49K
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
+ 0.4%
$283.31 - $388.96 $1.13K - $1.56K
1.02K $380K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.19%
$224.16 - $285.86 $672 - $858
1.57K $447K
FHN
First Horizon Corp

Financial Services
1.01K
+ 6.98%
$16.21 - $21.2 $16.4K - $21.4K
15.5K $328K
WSM
Williams Sonoma Inc

Consumer Cyclical
234
+ 14.43%
$137.62 - $174.44 $32.2K - $40.8K
1.86K $303K
SCHX
Schwab Strategic Tr Us Large C

ETFs
230
+ 1.32%
$19.6 - $24.44 $4.51K - $5.62K
17.7K $432K
R
Ryder System Inc

Industrials
149
+ 9.93%
$130.14 - $160.88 $19.4K - $24K
1.65K $262K
GRMN
Garmin LTD

Technology
309
+ 14.17%
$173.63 - $218.07 $53.7K - $67.4K
2.49K $519K
NWSA
News Corp

Communication Services
653
+ 5.98%
$23.97 - $29.72 $15.7K - $19.4K
11.6K $343K
FAST
Fastenal CO

Industrials
4.41K
+ 112.78%
$40.65 - $83.16 $179K - $367K
8.33K $349K
ARES
Ares Management Corp

Financial Services
38
+ 2.63%
$118.04 - $175.83 $4.49K - $6.68K
1.48K $256K
PKG
Packaging Corp Of America

Consumer Cyclical
325
+ 18.2%
$175.97 - $201.36 $57.2K - $65.4K
2.11K $397K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
211
+ 4.4%
$53.75 - $67.21 $11.3K - $14.2K
5.01K $331K
MNST
Monster Beverage Corp

Consumer Defensive
79
+ 0.89%
$55.01 - $64.24 $4.35K - $5.07K
8.96K $561K
APD
Air Products & Chemicals, Inc.

Basic Materials
394
+ 7.2%
$248.61 - $294.96 $98K - $116K
5.87K $1.66M
ZION
Zions Bancorporation, National Association

Financial Services
589
+ 11.46%
$41.39 - $51.94 $24.4K - $30.6K
5.73K $297K
XPO
Xpo Logistics, Inc.

Industrials
2
+ 0.09%
$91.46 - $128.1 $183 - $256
2.15K $271K
PL
Planet Labs Pbc

Industrials
1.53K
+ 13.29%
$2.96 - $6.1 $4.53K - $9.34K
13K $79K
CMA
Comerica Inc

Financial Services
618
+ 8.18%
$50.42 - $59.65 $31.2K - $36.9K
8.18K $487K
AMG
Affiliated Managers Group, Inc.

Financial Services
2
+ 0.14%
$143.35 - $197.67 $287 - $395
1.38K $272K
BWA
Borgwarner Inc

Consumer Cyclical
5
+ 0.06%
$24.84 - $33.92 $124 - $170
8.27K $276K
DECK
Deckers Outdoor Corp

Consumer Cyclical
545
+ 27.29%
$100.44 - $129.37 $54.7K - $70.5K
2.54K $262K
Activity Summary
Buys All Purchases 617 New Holdings 122 Increased Positions 495 Sells All Sells 258 Reductions 258 Sold out 0 Options Calls 0 Puts 0
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