Filed: 2/18/2026ACC: 0001683182-26-000001
📋 What this filing means
FRONT STREET CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $704.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$704.3K
Total AUM (reported)
22M
Total Shares
Allocation by class
COM$702.9K99.8%
TR UNIT$1.4K0.2%
Portfolio Concentration
Top 3$205.3K29.2%
4–10$233.1K33.1%
11–25$195.2K27.7%
Rest$70.7K10.0%
Top 3 weight
29.2%
Top 10 weight
62.3%
Voting Authority Distribution
Total shares with voting rights: 22M
Sole
Full voting authority
9.86M
shares
% of voting shares44.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.14M
shares
% of voting shares55.2%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 55.2% of voting shares
Institutional Holdings73
Rows:
LUMEN TECHNOLOGIES INC
SOLEShares12.12M
TypeSH
Market value$94.2K
13.38%
Sole
5.43M
Shared
0.00
None
6.70M
GE AEROSPACE
SOLEShares207.82K
TypeSH
Market value$64.0K
9.09%
Sole
90.85K
Shared
0.00
None
116.97K
COGNEX CORP
SOLEShares1.31M
TypeSH
Market value$47.1K
6.69%
Sole
532.47K
Shared
0.00
None
776.83K
VANGUARD S&P 500 ETF
SOLEShares69.17K
TypeSH
Market value$43.2K
6.14%
Sole
0.00
Shared
0.00
None
69.17K
MANITOWOC INC COM
SOLEShares3.26M
TypeSH
Market value$39.1K
5.56%
Sole
1.56M
Shared
0.00
None
1.71M
LUMENTUM HLDGS INC
SOLEShares95.58K
TypeSH
Market value$35.2K
5.00%
Sole
10.22K
Shared
0.00
None
85.36K
GE VERNOVA INC
SOLEShares52.58K
TypeSH
Market value$34.4K
4.88%
Sole
19.95K
Shared
0.00
None
32.63K
BERKSHIRE HATHAWAY INC CL B
SOLEShares66.90K
TypeSH
Market value$33.6K
4.77%
Sole
7.27K
Shared
0.00
None
59.63K
DANAHER CORP DEL COM
SOLEShares119.50K
TypeSH
Market value$27.4K
3.88%
Sole
34.61K
Shared
0.00
None
84.89K
CIENA CORPORATION
SOLEShares86.26K
TypeSH
Market value$20.2K
2.86%
Sole
26.95K
Shared
0.00
None
59.31K
ST JOE CP COM
SOLEShares330.35K
TypeSH
Market value$19.6K
2.78%
Sole
26.73K
Shared
0.00
None
303.62K
COSTCO WHOLESALE CORP-NEW
SOLEShares22.07K
TypeSH
Market value$19.0K
2.70%
Sole
2.08K
Shared
0.00
None
19.99K
COHERENT
SOLEShares98.61K
TypeSH
Market value$18.2K
2.58%
Sole
32.68K
Shared
0.00
None
65.94K
CORNING INC
SOLEShares203.91K
TypeSH
Market value$17.9K
2.54%
Sole
13.43K
Shared
0.00
None
190.48K
ESAB CORPORTAION COM
SOLEShares154.85K
TypeSH
Market value$17.3K
2.46%
Sole
59.20K
Shared
0.00
None
95.65K
NUCOR CORP
SOLEShares86.35K
TypeSH
Market value$14.1K
2.00%
Sole
12.82K
Shared
0.00
None
73.53K
MILLER KNOLL INC
SOLEShares704.48K
TypeSH
Market value$12.9K
1.83%
Sole
355.25K
Shared
0.00
None
349.23K
TEREX CORP NEW
SOLEShares239K
TypeSH
Market value$12.8K
1.81%
Sole
41.73K
Shared
0.00
None
197.27K
MODINE MANUFACTURING
SOLEShares74.87K
TypeSH
Market value$10.0K
1.42%
Sole
46.92K
Shared
0.00
None
27.94K
ENOVIS CORPORATION COM
SOLEShares361.93K
TypeSH
Market value$9.6K
1.37%
Sole
226.39K
Shared
0.00
None
135.54K
AZENTA INC
SOLEShares285.25K
TypeSH
Market value$9.5K
1.35%
Sole
123.01K
Shared
0.00
None
162.25K
BAXTER INTL INC
SOLEShares478.66K
TypeSH
Market value$9.1K
1.30%
Sole
303.63K
Shared
0.00
None
175.04K
INTERNATIONAL PAPER COMPANY
SOLEShares229.82K
TypeSH
Market value$9.1K
1.29%
Sole
171.21K
Shared
0.00
None
58.61K
APPLE COMPUTER INC
SOLEShares30.28K
TypeSH
Market value$8.2K
1.17%
Sole
0.00
Shared
0.00
None
30.28K
ATS CORP
SOLEShares286.99K
TypeSH
Market value$7.9K
1.12%
Sole
169.13K
Shared
0.00
None
117.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LUMEN TECHNOLOGIES INCSOLE | COM | 12.12M | SH | $94.2K 13.38% | 5.43M | 0.00 | 6.70M |
GE AEROSPACESOLE | COM | 207.82K | SH | $64.0K 9.09% | 90.85K | 0.00 | 116.97K |
COGNEX CORPSOLE | COM | 1.31M | SH | $47.1K 6.69% | 532.47K | 0.00 | 776.83K |
VANGUARD S&P 500 ETFSOLE | COM | 69.17K | SH | $43.2K 6.14% | 0.00 | 0.00 | 69.17K |
MANITOWOC INC COMSOLE | COM | 3.26M | SH | $39.1K 5.56% | 1.56M | 0.00 | 1.71M |
LUMENTUM HLDGS INCSOLE | COM | 95.58K | SH | $35.2K 5.00% | 10.22K | 0.00 | 85.36K |
GE VERNOVA INCSOLE | COM | 52.58K | SH | $34.4K 4.88% | 19.95K | 0.00 | 32.63K |
BERKSHIRE HATHAWAY INC CL BSOLE | COM | 66.90K | SH | $33.6K 4.77% | 7.27K | 0.00 | 59.63K |
DANAHER CORP DEL COMSOLE | COM | 119.50K | SH | $27.4K 3.88% | 34.61K | 0.00 | 84.89K |
CIENA CORPORATIONSOLE | COM | 86.26K | SH | $20.2K 2.86% | 26.95K | 0.00 | 59.31K |
ST JOE CP COMSOLE | COM | 330.35K | SH | $19.6K 2.78% | 26.73K | 0.00 | 303.62K |
COSTCO WHOLESALE CORP-NEWSOLE | COM | 22.07K | SH | $19.0K 2.70% | 2.08K | 0.00 | 19.99K |
COHERENTSOLE | COM | 98.61K | SH | $18.2K 2.58% | 32.68K | 0.00 | 65.94K |
CORNING INCSOLE | COM | 203.91K | SH | $17.9K 2.54% | 13.43K | 0.00 | 190.48K |
ESAB CORPORTAION COMSOLE | COM | 154.85K | SH | $17.3K 2.46% | 59.20K | 0.00 | 95.65K |
NUCOR CORPSOLE | COM | 86.35K | SH | $14.1K 2.00% | 12.82K | 0.00 | 73.53K |
MILLER KNOLL INCSOLE | COM | 704.48K | SH | $12.9K 1.83% | 355.25K | 0.00 | 349.23K |
TEREX CORP NEWSOLE | COM | 239K | SH | $12.8K 1.81% | 41.73K | 0.00 | 197.27K |
MODINE MANUFACTURINGSOLE | COM | 74.87K | SH | $10.0K 1.42% | 46.92K | 0.00 | 27.94K |
ENOVIS CORPORATION COMSOLE | COM | 361.93K | SH | $9.6K 1.37% | 226.39K | 0.00 | 135.54K |
AZENTA INCSOLE | COM | 285.25K | SH | $9.5K 1.35% | 123.01K | 0.00 | 162.25K |
BAXTER INTL INCSOLE | COM | 478.66K | SH | $9.1K 1.30% | 303.63K | 0.00 | 175.04K |
INTERNATIONAL PAPER COMPANYSOLE | COM | 229.82K | SH | $9.1K 1.29% | 171.21K | 0.00 | 58.61K |
APPLE COMPUTER INCSOLE | COM | 30.28K | SH | $8.2K 1.17% | 0.00 | 0.00 | 30.28K |
ATS CORPSOLE | COM | 286.99K | SH | $7.9K 1.12% | 169.13K | 0.00 | 117.87K |
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