Filed: 2/20/2026ACC: 0001104659-26-018203
📋 What this filing means
FRAMTIDEN HOLDINGS MANAGEMENT CO LLC filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $92.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$92.18M
Total AUM (reported)
1.13M
Total Shares
Allocation by class
COM$46.61M50.6%
CL A$17.80M19.3%
CAP STK CL C$15.72M17.1%
ORD$12.06M13.1%
Portfolio Concentration
Top 3$54.38M59.0%
4–10$37.80M41.0%
Top 3 weight
59.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.13M
Sole
Full voting authority
1.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
CARMAX INC
SOLEShares540K
TypeSH
Market value$20.87M
22.63%
Sole
540K
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
SOLEShares129K
TypeSH
Market value$17.80M
19.31%
Sole
129K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares50.10K
TypeSH
Market value$15.72M
17.05%
Sole
50.10K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares75K
TypeSH
Market value$13.76M
14.92%
Sole
75K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECHNOLOGY LT
SOLEShares65K
TypeSH
Market value$12.06M
13.08%
Sole
65K
Shared
0.00
None
0.00
BLOCK H & R INC
SOLEShares275K
TypeSH
Market value$11.98M
13.00%
Sole
275K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARMAX INCSOLE | COM | 540K | SH | $20.87M 22.63% | 540K | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 129K | SH | $17.80M 19.31% | 129K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 50.10K | SH | $15.72M 17.05% | 50.10K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 75K | SH | $13.76M 14.92% | 75K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECHNOLOGY LTSOLE | ORD | 65K | SH | $12.06M 13.08% | 65K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 275K | SH | $11.98M 13.00% | 275K | 0.00 | 0.00 |