Forum Funds Buys Fiserv Inc, Tricon Residential Inc, CAE Inc

Investment company Forum Funds (Current Portfolio) buys Fiserv Inc, Tricon Residential Inc, CAE Inc, Mastercard Inc, Arthur J. Gallagher during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Forum Funds. As of 2021Q3, Forum Funds owns 27 stocks with a total value of $57 million. These are the details of the buys and sells.

For the details of Beck, Mack & Oliver Partners Fund's stock buys and sells, go to https://www.gurufocus.com/guru/beck%2C+mack+%26+oliver+partners+fund/current-portfolio/portfolio

These are the top 5 holdings of Beck, Mack & Oliver Partners Fund
  1. Blackstone Inc (BX) - 42,000 shares, 8.56% of the total portfolio. Shares reduced by 2.33%
  2. Credit Acceptance Corp (CACC) - 6,000 shares, 6.15% of the total portfolio.
  3. Alphabet Inc (GOOG) - 1,300 shares, 6.07% of the total portfolio.
  4. Apollo Global Management Inc (APO) - 51,000 shares, 5.50% of the total portfolio.
  5. Microsoft Corp (MSFT) - 10,500 shares, 5.19% of the total portfolio.
New Purchase: Tricon Residential Inc (TCN)

Forum Funds initiated holding in Tricon Residential Inc. The purchase prices were between $11.2 and $13.4, with an estimated average price of $12.27. The stock is now traded at around $14.590000. The impact to a portfolio due to this purchase was 1.17%. The holding were 50,000 shares as of 2021-09-30.

Added: Fiserv Inc (FISV)

Forum Funds added to a holding in Fiserv Inc by 66.67%. The purchase prices were between $106.21 and $119.11, with an estimated average price of $111.75. The stock is now traded at around $105.350000. The impact to a portfolio due to this purchase was 1.52%. The holding were 20,000 shares as of 2021-09-30.

Added: CAE Inc (CAE)

Forum Funds added to a holding in CAE Inc by 29.41%. The purchase prices were between $26.81 and $31.69, with an estimated average price of $29.65. The stock is now traded at around $23.930000. The impact to a portfolio due to this purchase was 1.05%. The holding were 88,000 shares as of 2021-09-30.

Added: Mastercard Inc (MA)

Forum Funds added to a holding in Mastercard Inc by 44.74%. The purchase prices were between $337.38 and $393.26, with an estimated average price of $363.45. The stock is now traded at around $350.410000. The impact to a portfolio due to this purchase was 1.04%. The holding were 5,500 shares as of 2021-09-30.

Added: Arthur J. Gallagher & Co (AJG)

Forum Funds added to a holding in Arthur J. Gallagher & Co by 30.00%. The purchase prices were between $136.64 and $154.04, with an estimated average price of $143.08. The stock is now traded at around $166.390000. The impact to a portfolio due to this purchase was 0.78%. The holding were 13,000 shares as of 2021-09-30.

Added: Teva Pharmaceutical Industries Ltd (TEVA)

Forum Funds added to a holding in Teva Pharmaceutical Industries Ltd by 25.00%. The purchase prices were between $8.38 and $10.18, with an estimated average price of $9.37. The stock is now traded at around $8.260000. The impact to a portfolio due to this purchase was 0.68%. The holding were 200,000 shares as of 2021-09-30.

Added: Charles Schwab Corp (SCHW)

Forum Funds added to a holding in Charles Schwab Corp by 31.25%. The purchase prices were between $66.68 and $77.38, with an estimated average price of $71.45. The stock is now traded at around $84.719700. The impact to a portfolio due to this purchase was 0.64%. The holding were 21,000 shares as of 2021-09-30.



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