Forum Financial Management, LP
•CIK: 1911832•Filing: Q4 2025
Forum Financial Management, LP, managed by the seasoned duo of John D. Overdeck and David E. Siegel, is known for its concentrated, long-term investment strategy, currently holding 1,012 positions with a focus on high-conviction ideas. Recently, the fund has made notable moves by adding TTE, BSM, and MPLX, while significantly increasing positions in ET and VTI, reflecting its dynamic approach to capitalizing on market opportunities.
Total AUM
$7.7B
QoQ Performance
+5.2%
Positions
917
Top 10 Concentration
78.7%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
TLH
DFAT
DFEM
DFIC
DFGR
DFAC21.2%
TLH11.2%
DFAT7.9%
DFEM7.6%
DFIC7.4%
DFGR5.7%
DFGP4.4%
DUHP4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.2%
Technology4.4%
Healthcare2.4%
Financial0.9%
Consumer0.9%
ETF0.3%
Industrial0.3%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+805 more exited positions
Changes from Q3 2025
NEW3 new positions
↑84 increased
↓94 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023