Q2 2026 13F · SEC CIK 2112734
Framtiden Holdings Management Co LLC
Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $165.0M
- Reported positions
- 6
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 3 qtrs
Framtiden Holdings Management Co LLC is an investment manager that reported 6 positions worth $165.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Block H & R Inc (HRB, 28.6%), CarMax Inc. (KMX, 20.8%), Constellation Brands Inc (STZ, 16.9%).
Framtiden Holdings Management Co LLC holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| HRBBlock H & R Inc | 28.6% | +132.7% | $47.2M |
| KMXCarMax Inc. | 20.8% | +13.0% | $34.4M |
| STZConstellation Brands Inc | 16.9% | +17.9% | $27.8M |
| CHKPCheck Point Software Tech Lt | 14.3% | +45.0% | $23.7M |
| GOOGAlphabet Inc | 10.7% | +0.0% | $17.7M |
| RTXRtx Corporation Com | 8.6% | +0.0% | $14.2M |
What Framtiden Holdings Management Co LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- HRB Block H & R Inc+132.7% shares
- CHKP Check Point Software Tech Lt+45.0% shares
- STZ Constellation Brands Inc+17.9% shares
- KMX CarMax Inc.+13.0% shares
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $165.0M | 6 |
| Q1 2026 | $102.1M | 6 |
| Q4 2025 | $92.2M | 6 |
Questions about Framtiden Holdings Management Co LLC's portfolio
What stocks does Framtiden Holdings Management Co LLC own?
Framtiden Holdings Management Co LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 6 positions worth $165.0M. The largest are Block H & R Inc (HRB) at 28.6%, CarMax Inc. (KMX) at 20.8%, Constellation Brands Inc (STZ) at 16.9%, Check Point Software Tech Lt (CHKP) at 14.3% and Alphabet Inc (GOOG) at 10.7%.
What did Framtiden Holdings Management Co LLC buy last quarter?
In Q2 2026, Framtiden Holdings Management Co LLC added Block H & R Inc (HRB) (+132.7% shares), Check Point Software Tech Lt (CHKP) (+45.0% shares) and Constellation Brands Inc (STZ) (+17.9% shares), compared with its Q1 2026 filing.
What did Framtiden Holdings Management Co LLC sell last quarter?
Framtiden Holdings Management Co LLC sold out of nothing and cut no large position by more than 5% in Q2 2026.
When is Framtiden Holdings Management Co LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Framtiden Holdings Management Co LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.