Framtiden Holdings Management Co LLC reported 6 positions worth $165.00M for the quarter ended Jun 30, 2026, up 61.6% on the prior quarter. It opened 0 new positions, added to 4, trimmed 0 and exited 0. Its largest holding is H&R Block Inc at 28.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | HRB H&R Block Inc | Industrials | 1.14M | $47.22M | 28.62% | +650.0K | +132.7% | Added | 0.89% |
| 2 | KMX Carmax Inc | Consumer Discretionary | 610.0K | $34.38M | 20.83% | +70.0K | +13.0% | Added | 0.43% |
| 3 | STZ Constellation Brands, Inc. | Consumer Staples | 165.0K | $27.82M | 16.86% | +25.0K | +17.9% | Added | 0.1% |
| 4 | CHKP Check Point Software Technologies Ltd | Technology | 145.0K | $23.66M | 14.34% | +45.0K | +45.0% | Added | 0.14% |
| 5 | GOOG Alphabet Inc. | Technology | 50.1K | $17.70M | 10.73% | 0 | 0.0% | Unchanged | 0% |
| 6 | RTX RTX Corp | Industrials | 75.0K | $14.23M | 8.62% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at Framtiden Holdings Management.
As of its Q2 2026 13F filing, Framtiden Holdings Management Co LLC’s five largest positions were H&R Block Inc (HRB) at 28.6%, Carmax Inc (KMX) at 20.8%, Constellation Brands, Inc. (STZ) at 16.9%, Check Point Software Technologies Ltd (CHKP) at 14.3%, Alphabet Inc. (GOOG) at 10.7% of the reported portfolio.
Framtiden Holdings Management Co LLC reported a 13F portfolio worth $165.00M across 6 positions for Q2 2026. That is up 61.6% from the previous quarter.
Its largest purchases by value were H&R Block Inc ($26.92M), Check Point Software Technologies Ltd ($7.34M), Constellation Brands, Inc. ($4.21M). It opened 0 new positions.
From the Form 13F-HR reports Framtiden Holdings Management Co LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.