# LISANTI SMALL CAP GROWTH FUND

LISANTI SMALL CAP GROWTH FUND is a registered fund series of FORUM FUNDS (series S000004564). Net assets $13.9M as of 2026-03-31.

## Profile

- Series ID: S000004564
- Registrant: FORUM FUNDS
- LEI: 254900NCP1SN2FGLBO94
- Net assets: $13.9M
- Total assets: $14.0M
- As of: 2026-03-31

## Advisers

- [Lisanti Capital Growth, LLC (Advisor)](https://search.stillhousedata.com/firm/130023)

## Top holdings (178 reported)

_Showing 15 of 178 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [First American Treasury Obligations Fund](https://search.stillhousedata.com/security/31846V328) | TMPXX | $638K | 457.83% |
| [First American Treasury Obligations Fund](https://search.stillhousedata.com/security/31846V328) | TMPXX | $638K | 457.83% |
| [Patterson-UTI Energy Inc](https://search.stillhousedata.com/security/703481101) | — | $396K | 284.06% |
| [Patterson-UTI Energy Inc](https://search.stillhousedata.com/security/703481101) | — | $396K | 284.06% |
| [BrightSpring Health Services I](https://search.stillhousedata.com/security/10950A106) | — | $336K | 241.39% |
| [BrightSpring Health Services I](https://search.stillhousedata.com/security/10950A106) | — | $336K | 241.39% |
| [Matador Resources Co](https://search.stillhousedata.com/security/576485205) | — | $320K | 229.54% |
| [Matador Resources Co](https://search.stillhousedata.com/security/576485205) | — | $320K | 229.54% |
| [Knight-Swift Transportation Ho](https://search.stillhousedata.com/security/499049104) | — | $313K | 224.91% |
| [Knight-Swift Transportation Ho](https://search.stillhousedata.com/security/499049104) | — | $313K | 224.91% |
| [RBC Bearings Inc](https://search.stillhousedata.com/security/75524B104) | — | $280K | 200.83% |
| [RBC Bearings Inc](https://search.stillhousedata.com/security/75524B104) | — | $280K | 200.83% |
| [Modine Manufacturing Co](https://search.stillhousedata.com/security/607828100) | — | $276K | 198.39% |
| [Modine Manufacturing Co](https://search.stillhousedata.com/security/607828100) | — | $276K | 198.39% |
| [Guardian Pharmacy Services Inc](https://search.stillhousedata.com/security/40145W101) | — | $276K | 198.07% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $13.9M |
| 2025-12-31 | $17.5M |
| 2025-09-30 | $15.9M |
| 2025-06-30 | $16.8M |
| 2025-03-31 | $18.5M |
| 2024-12-31 | $27.6M |
| 2024-09-30 | $25.3M |
| 2024-06-30 | $26.4M |

## More

- [Registrant: FORUM FUNDS](https://search.stillhousedata.com/registrant/315774)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000004564.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.