StockDriftsStockDriftsTop 6 Framtiden Holdings Management CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HRB | BLOCK H & R INC | 28.62% | 1.14M | $47.2M | +132.65%(+650.00K) | $38.33(+36.59%) | 2026-06-30 | |
| KMX | CARMAX INC | 20.83% | 610.0K | $34.4M | +12.96%(+70.00K) | $42.29(+41.99%) | 2026-06-30 | |
| STZ | CONSTELLATION BRANDS INC | 16.86% | 165.0K | $27.8M | +17.86%(+25.00K) | $138.15(-1.30%) | 2026-06-30 | |
| CHKP | CHECK POINT SOFTWARE TECHNOLOGY LT | 14.34% | 145.0K | $23.7M | +45.00%(+45.00K) | $169.91(-21.00%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 10.73% | 50.1K | $17.7M | +0.00%(+0) | $278.67(+23.42%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 8.62% | 75.0K | $14.2M | +0.00%(+0) | $175.36(+25.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.14% |
Framtiden Holdings Management CO LLC reports $165.00M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are HRB (28.6%), KMX (20.8%) and STZ (16.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +5.25% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Framtiden Holdings Management CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2112734). View Framtiden Holdings Management CO LLC’s 13F filings on SEC