Number of Shares
96,409.00
Current Holdings Value*
$2.24 Mil
% of Portfolio
1.29%
Total Estimate Gain
$-776,434.65
% of Total Estimate Gain
-13.00%

DF Dent Small Cap Growth Fund's Douglas Dynamics Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 96,409.00 shares of Douglas Dynamics Inc(PLOW), totaling $2.24 Mil. This investment constitutes 1.29% of their stock portfolio, and FORUM FUNDS now holds 0.42% of the outstanding Douglas Dynamics Inc(PLOW) stock.

The initial trade took place in 2020Q1. And since then DF Dent Small Cap Growth Fund has made 12 purchases of PLOW, at an average price of $32.91, for a total of 181,440.00 shares. In addition, there have been 7 sales at an average price of $28.49 for 85,031.00 shares. Based on historical transaction data and PLOW's current price of $28.76, DF Dent Small Cap Growth Fund's estimated gain on his PLOW holdings is $-776,434.65, reflecting a -13.00% gain to date.

DF Dent Small Cap Growth Fund PLOW ($28.76) Holding Chart

DF Dent Small Cap Growth Fund PLOW ($28.76) 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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