StreetAlpha
13F holdings · Q2 2026

Framtiden Holdings Management Co

Chicago, IL · files as Framtiden Holdings Management Co LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 2112734

Framtiden Holdings Management Co reported 6 stocks worth $165M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are HRB (28.6%), KMX (20.8%) and STZ (16.9%). Compared with Q1 2026, the fund added to HRB, KMX and STZ.

Reported value$165M+61.6% vs last quarter
Stocks held60 new · 0 sold out
Top 5 weight91.4%very concentrated
Turnover26%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 3 qtrsHeld
1
HRB
Block H & R Inc
$47.2M28.6%1.1M+650K (+133%)3 of 3
2
KMX
Carmax Inc
$34.4M20.8%610K+70K (+13%)3 of 3
3
STZ
Constellation Brands Incclass Class A
$27.8M16.9%165K+25K (+18%)3 of 3
4
CHKP
Check Point Software Tech LT
$23.7M14.3%145K+45K (+45%)3 of 3
5
GOOG
Alphabet Inc
$17.7M10.7%50KNo change3 of 3
6
RTX
Rtx Corp
$14.2M8.6%75KNo change3 of 3

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 3 quarters
$92.2MQ4 '25
$102MQ1 '26
$165MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Framtiden Holdings Management Co 13F FAQ

What does Framtiden Holdings Management Co own?

Framtiden Holdings Management Co reported 6 stocks worth $165M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are HRB (28.6%), KMX (20.8%) and STZ (16.9%). The table above lists every position in the filing (the top 10 without an account).

What did Framtiden Holdings Management Co buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 4 added to, 0 trimmed and 0 sold out.

When will Framtiden Holdings Management Co file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Framtiden Holdings Management Co's portfolio worth?

The Q2 2026 filing reports $165M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.