Framtiden Holdings Management Co LLC
Net buyer this quarter
$165M
6
+$37.8M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HRB | $47.2M | 28.62% | 0.90% | +132.7% | Q4 2025 |
 KMX | $34.4M | 20.83% | 0.43% | +13.0% | Q4 2025 |
 STZ | $27.8M | 16.86% | Not reported | +17.9% | Q4 2025 |
 CHKP | $23.7M | 14.34% | 0.14% | +45.0% | Q4 2025 |
 GOOG | $17.7M | 10.73% | Not reported | Not reported | Q4 2025 |
 RTX | $14.2M | 8.62% | 0.01% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| KMX | $22.5M | 21.98% | 0.38% | Not reported | Q4 2025 |
| STZ | $21M | 20.56% | Not reported | +8.5% | Q4 2025 |
| HRB | $15.6M | 15.23% | 0.39% | +78.2% | Q4 2025 |
| RTX | $14.5M | 14.17% | 0.01% | Not reported | Q4 2025 |
| GOOG | $14.4M | 14.07% | Not reported | Not reported | Q4 2025 |
| CHKP | $14.3M | 13.99% | 0.09% | +53.9% | Q4 2025 |
| Q4 2025 | |||||
| KMX | $20.9M | 22.63% | 0.38% | New | Q4 2025 |
| STZ | $17.8M | 19.31% | Not reported | New | Q4 2025 |
| GOOG | $15.7M | 17.05% | Not reported | New | Q4 2025 |
| RTX | $13.8M | 14.92% | 0.01% | New | Q4 2025 |
| CHKP | $12.1M | 13.08% | 0.06% | New | Q4 2025 |
| HRB | $12M | 13.00% | 0.22% | New | Q4 2025 |