Filed: 8/15/2025ACC: 0001683182-25-000004
📋 What this filing means
FRONT STREET CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $521.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$521.9K
Total AUM (reported)
20.90M
Total Shares
Allocation by class
COM$521.1K99.8%
TR UNIT$868.000.2%
Portfolio Concentration
Top 3$154.3K29.6%
4–10$189.3K36.3%
11–25$129.9K24.9%
Rest$48.5K9.3%
Top 3 weight
29.6%
Top 10 weight
65.8%
Voting Authority Distribution
Total shares with voting rights: 20.90M
Sole
Full voting authority
9.24M
shares
% of voting shares44.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.65M
shares
% of voting shares55.8%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeNone · 55.8% of voting shares
Institutional Holdings70
Rows:
GE AEROSPACE
SOLEShares232.43K
TypeSH
Market value$59.8K
11.46%
Sole
101.05K
Shared
0.00
None
131.38K
LUMEN TECHNOLOGIES INC
SOLEShares11.97M
TypeSH
Market value$52.4K
10.04%
Sole
5.39M
Shared
0.00
None
6.58M
COGNEX CORP
SOLEShares1.32M
TypeSH
Market value$42.0K
8.05%
Sole
557.50K
Shared
0.00
None
767.33K
MANITOWOC INC COM
SOLEShares3.28M
TypeSH
Market value$39.4K
7.55%
Sole
1.58M
Shared
0.00
None
1.70M
BERKSHIRE HATHAWAY INC CL B
SOLEShares71.28K
TypeSH
Market value$34.6K
6.63%
Sole
8.93K
Shared
0.00
None
62.36K
GE VERNOVA INC
SOLEShares56.31K
TypeSH
Market value$29.8K
5.71%
Sole
22.33K
Shared
0.00
None
33.98K
COSTCO WHOLESALE CORP-NEW
SOLEShares25.94K
TypeSH
Market value$25.7K
4.92%
Sole
2.08K
Shared
0.00
None
23.87K
DANAHER CORP DEL COM
SOLEShares123.56K
TypeSH
Market value$24.4K
4.68%
Sole
39.17K
Shared
0.00
None
84.38K
ESAB CORPORTAION COM
SOLEShares155.20K
TypeSH
Market value$18.7K
3.58%
Sole
59.20K
Shared
0.00
None
96K
ST JOE CP COM
SOLEShares350.14K
TypeSH
Market value$16.7K
3.20%
Sole
28.73K
Shared
0.00
None
321.42K
MILLER KNOLL INC
SOLEShares649.37K
TypeSH
Market value$12.6K
2.42%
Sole
317.21K
Shared
0.00
None
332.16K
TEREX CORP NEW
SOLEShares259.61K
TypeSH
Market value$12.1K
2.32%
Sole
61.73K
Shared
0.00
None
197.88K
CORNING INC
SOLEShares217.55K
TypeSH
Market value$11.4K
2.19%
Sole
13.47K
Shared
0.00
None
204.07K
NUCOR CORP
SOLEShares86.61K
TypeSH
Market value$11.2K
2.15%
Sole
12.82K
Shared
0.00
None
73.78K
COHERENT
SOLEShares119.59K
TypeSH
Market value$10.7K
2.04%
Sole
52.07K
Shared
0.00
None
67.53K
LUMENTUM HLDGS INC
SOLEShares108.93K
TypeSH
Market value$10.4K
1.98%
Sole
16.73K
Shared
0.00
None
92.21K
ATS CORP
SOLEShares293.99K
TypeSH
Market value$9.4K
1.80%
Sole
217.13K
Shared
0.00
None
76.86K
CIENA CORPORATION
SOLEShares100.30K
TypeSH
Market value$8.2K
1.56%
Sole
37.35K
Shared
0.00
None
62.95K
MODINE MANUFACTURING
SOLEShares77.93K
TypeSH
Market value$7.7K
1.47%
Sole
48.73K
Shared
0.00
None
29.21K
VONTIER CORP
SOLEShares194.36K
TypeSH
Market value$7.2K
1.37%
Sole
140.72K
Shared
0.00
None
53.63K
ENOVIS CORPORATION COM
SOLEShares207.72K
TypeSH
Market value$6.5K
1.25%
Sole
85.60K
Shared
0.00
None
122.11K
APPLE COMPUTER INC
SOLEShares30.82K
TypeSH
Market value$6.3K
1.21%
Sole
0.00
Shared
0.00
None
30.82K
PARKER-HANNIFIN CORP
SOLEShares8.82K
TypeSH
Market value$6.2K
1.18%
Sole
8.53K
Shared
0.00
None
294.00
GE HEALTHCARE TECHNOLOGIES
SOLEShares69.89K
TypeSH
Market value$5.2K
0.99%
Sole
25.32K
Shared
0.00
None
44.56K
GLOBAL PAYMENTS INC
SOLEShares61.55K
TypeSH
Market value$4.9K
0.94%
Sole
13.63K
Shared
0.00
None
47.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GE AEROSPACESOLE | COM | 232.43K | SH | $59.8K 11.46% | 101.05K | 0.00 | 131.38K |
LUMEN TECHNOLOGIES INCSOLE | COM | 11.97M | SH | $52.4K 10.04% | 5.39M | 0.00 | 6.58M |
COGNEX CORPSOLE | COM | 1.32M | SH | $42.0K 8.05% | 557.50K | 0.00 | 767.33K |
MANITOWOC INC COMSOLE | COM | 3.28M | SH | $39.4K 7.55% | 1.58M | 0.00 | 1.70M |
BERKSHIRE HATHAWAY INC CL BSOLE | COM | 71.28K | SH | $34.6K 6.63% | 8.93K | 0.00 | 62.36K |
GE VERNOVA INCSOLE | COM | 56.31K | SH | $29.8K 5.71% | 22.33K | 0.00 | 33.98K |
COSTCO WHOLESALE CORP-NEWSOLE | COM | 25.94K | SH | $25.7K 4.92% | 2.08K | 0.00 | 23.87K |
DANAHER CORP DEL COMSOLE | COM | 123.56K | SH | $24.4K 4.68% | 39.17K | 0.00 | 84.38K |
ESAB CORPORTAION COMSOLE | COM | 155.20K | SH | $18.7K 3.58% | 59.20K | 0.00 | 96K |
ST JOE CP COMSOLE | COM | 350.14K | SH | $16.7K 3.20% | 28.73K | 0.00 | 321.42K |
MILLER KNOLL INCSOLE | COM | 649.37K | SH | $12.6K 2.42% | 317.21K | 0.00 | 332.16K |
TEREX CORP NEWSOLE | COM | 259.61K | SH | $12.1K 2.32% | 61.73K | 0.00 | 197.88K |
CORNING INCSOLE | COM | 217.55K | SH | $11.4K 2.19% | 13.47K | 0.00 | 204.07K |
NUCOR CORPSOLE | COM | 86.61K | SH | $11.2K 2.15% | 12.82K | 0.00 | 73.78K |
COHERENTSOLE | COM | 119.59K | SH | $10.7K 2.04% | 52.07K | 0.00 | 67.53K |
LUMENTUM HLDGS INCSOLE | COM | 108.93K | SH | $10.4K 1.98% | 16.73K | 0.00 | 92.21K |
ATS CORPSOLE | COM | 293.99K | SH | $9.4K 1.80% | 217.13K | 0.00 | 76.86K |
CIENA CORPORATIONSOLE | COM | 100.30K | SH | $8.2K 1.56% | 37.35K | 0.00 | 62.95K |
MODINE MANUFACTURINGSOLE | COM | 77.93K | SH | $7.7K 1.47% | 48.73K | 0.00 | 29.21K |
VONTIER CORPSOLE | COM | 194.36K | SH | $7.2K 1.37% | 140.72K | 0.00 | 53.63K |
ENOVIS CORPORATION COMSOLE | COM | 207.72K | SH | $6.5K 1.25% | 85.60K | 0.00 | 122.11K |
APPLE COMPUTER INCSOLE | COM | 30.82K | SH | $6.3K 1.21% | 0.00 | 0.00 | 30.82K |
PARKER-HANNIFIN CORPSOLE | COM | 8.82K | SH | $6.2K 1.18% | 8.53K | 0.00 | 294.00 |
GE HEALTHCARE TECHNOLOGIESSOLE | COM | 69.89K | SH | $5.2K 0.99% | 25.32K | 0.00 | 44.56K |
GLOBAL PAYMENTS INCSOLE | COM | 61.55K | SH | $4.9K 0.94% | 13.63K | 0.00 | 47.92K |
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