Number of Shares
48,900.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
3.15%
Total Estimate Gain
$644,072.60
% of Total Estimate Gain
13.90%

DF Dent Small Cap Growth Fund's Casella Waste Systems Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 48,900.00 shares of Casella Waste Systems Inc(CWST), totaling $5.45 Mil. This investment constitutes 3.15% of their stock portfolio, and FORUM FUNDS now holds 0.08% of the outstanding Casella Waste Systems Inc(CWST) stock.

The initial trade took place in 2023Q4. And since then DF Dent Small Cap Growth Fund has made 6 purchases of CWST, at an average price of $94.77, for a total of 48,900.00 shares. Based on historical transaction data and CWST's current price of $107.94, DF Dent Small Cap Growth Fund's estimated gain on his CWST holdings is $644,072.60, reflecting a 13.90% gain to date.

DF Dent Small Cap Growth Fund CWST ($107.94) Holding Chart

DF Dent Small Cap Growth Fund CWST ($107.94) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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