Number of Shares
11,931.00
Current Holdings Value*
$5.61 Mil
% of Portfolio
3.24%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
22.68%

DF Dent Small Cap Growth Fund's Murphy USA Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 11,931.00 shares of Murphy USA Inc(MUSA), totaling $5.61 Mil. This investment constitutes 3.24% of their stock portfolio, and FORUM FUNDS now holds 0.06% of the outstanding Murphy USA Inc(MUSA) stock.

The initial trade took place in 2023Q1. And since then DF Dent Small Cap Growth Fund has made 6 purchases of MUSA, at an average price of $357.50, for a total of 15,811.00 shares. In addition, there have been 3 sales at an average price of $492.73 for 3,880.00 shares. Based on historical transaction data and MUSA's current price of $420.99, DF Dent Small Cap Growth Fund's estimated gain on his MUSA holdings is $1.28 Mil, reflecting a 22.68% gain to date.

DF Dent Small Cap Growth Fund MUSA ($420.99) Holding Chart

DF Dent Small Cap Growth Fund MUSA ($420.99) 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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