Filed: 5/15/2026ACC: 0001104659-26-061728
📋 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 $102.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$102.13M
Total AUM (reported)
1.40M
Total Shares
Allocation by class
COM$52.47M51.4%
CL A$21.00M20.6%
CAP STK CL C$14.37M14.1%
ORD$14.29M14.0%
Portfolio Concentration
Top 3$59.01M57.8%
4–10$43.12M42.2%
Top 3 weight
57.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.40M
Sole
Full voting authority
1.40M
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$22.45M
21.98%
Sole
540K
Shared
0.00
None
0.00
CONSTELLATION BRANDS INC
SOLEShares140K
TypeSH
Market value$21.00M
20.56%
Sole
140K
Shared
0.00
None
0.00
BLOCK H & R INC
SOLEShares490K
TypeSH
Market value$15.55M
15.23%
Sole
490K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares75K
TypeSH
Market value$14.47M
14.17%
Sole
75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares50.10K
TypeSH
Market value$14.37M
14.07%
Sole
50.10K
Shared
0.00
None
0.00
CHECK POINT SOFTWARE TECHNOLOGY LT
SOLEShares100K
TypeSH
Market value$14.29M
13.99%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARMAX INCSOLE | COM | 540K | SH | $22.45M 21.98% | 540K | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 140K | SH | $21.00M 20.56% | 140K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 490K | SH | $15.55M 15.23% | 490K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 75K | SH | $14.47M 14.17% | 75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 50.10K | SH | $14.37M 14.07% | 50.10K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECHNOLOGY LTSOLE | ORD | 100K | SH | $14.29M 13.99% | 100K | 0.00 | 0.00 |