Filed: 5/21/2026ACC: 0001683182-26-000003
📋 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 $753.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$753.9K
Total AUM (reported)
24.80M
Total Shares
Allocation by class
COM$745.4K98.9%
TR UNIT$8.5K1.1%
Portfolio Concentration
Top 3$207.6K27.5%
4–10$231.0K30.6%
11–25$239.1K31.7%
Rest$76.2K10.1%
Top 3 weight
27.5%
Top 10 weight
58.2%
Voting Authority Distribution
Total shares with voting rights: 24.80M
Sole
Full voting authority
11.10M
shares
% of voting shares44.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.70M
shares
% of voting shares55.3%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 55.3% of voting shares
Institutional Holdings73
Rows:
LUMEN TECHNOLOGIES INC
SOLEShares12.59M
TypeSH
Market value$87.5K
11.61%
Sole
5.80M
Shared
0.00
None
6.80M
COGNEX CORP
SOLEShares1.32M
TypeSH
Market value$64.8K
8.59%
Sole
549.94K
Shared
0.00
None
772.65K
GE AEROSPACE
SOLEShares194.98K
TypeSH
Market value$55.3K
7.34%
Sole
81.15K
Shared
0.00
None
113.83K
GE VERNOVA INC
SOLEShares46.19K
TypeSH
Market value$40.3K
5.35%
Sole
16.95K
Shared
0.00
None
29.24K
VANGUARD S&P 500 ETF
SOLEShares67.29K
TypeSH
Market value$40.2K
5.33%
Sole
0.00
Shared
0.00
None
67.29K
MANITOWOC INC COM
SOLEShares3.32M
TypeSH
Market value$38.7K
5.13%
Sole
1.61M
Shared
0.00
None
1.71M
LUMENTUM HLDGS INC
SOLEShares74.93K
TypeSH
Market value$36.7K
4.86%
Sole
30.35K
Shared
0.00
None
44.58K
BERKSHIRE HATHAWAY INC CL B
SOLEShares60.14K
TypeSH
Market value$28.8K
3.82%
Sole
2.56K
Shared
0.00
None
57.58K
CIENA CORPORATION
SOLEShares59.60K
TypeSH
Market value$23.1K
3.07%
Sole
17.75K
Shared
0.00
None
41.85K
CORNING INC
SOLEShares169.86K
TypeSH
Market value$23.1K
3.06%
Sole
12.22K
Shared
0.00
None
157.64K
DANAHER CORP DEL COM
SOLEShares118.46K
TypeSH
Market value$22.5K
2.98%
Sole
33.61K
Shared
0.00
None
84.85K
BAXTER INTL INC
SOLEShares1.32M
TypeSH
Market value$22.2K
2.95%
Sole
648.67K
Shared
0.00
None
675.42K
COHERENT
SOLEShares87.10K
TypeSH
Market value$20.7K
2.75%
Sole
26.68K
Shared
0.00
None
60.42K
INTERNATIONAL PAPER COMPANY
SOLEShares560.97K
TypeSH
Market value$20.0K
2.66%
Sole
239.45K
Shared
0.00
None
321.52K
AZENTA INC
SOLEShares889.01K
TypeSH
Market value$18.8K
2.49%
Sole
364.25K
Shared
0.00
None
524.76K
ST JOE CP COM
SOLEShares282.98K
TypeSH
Market value$17.8K
2.36%
Sole
22.73K
Shared
0.00
None
260.26K
COSTCO WHOLESALE CORP-NEW
SOLEShares17.33K
TypeSH
Market value$17.3K
2.29%
Sole
925.00
Shared
0.00
None
16.40K
ENOVIS CORPORATION COM
SOLEShares746.06K
TypeSH
Market value$17.0K
2.25%
Sole
335.05K
Shared
0.00
None
411.01K
MODINE MANUFACTURING
SOLEShares72.74K
TypeSH
Market value$15.8K
2.09%
Sole
45.42K
Shared
0.00
None
27.32K
ESAB CORPORTAION COM
SOLEShares153.53K
TypeSH
Market value$14.8K
1.97%
Sole
57.80K
Shared
0.00
None
95.72K
TEREX CORP NEW
SOLEShares222.14K
TypeSH
Market value$13.1K
1.74%
Sole
34.13K
Shared
0.00
None
188.02K
NUCOR CORP
SOLEShares76.54K
TypeSH
Market value$12.9K
1.72%
Sole
11.93K
Shared
0.00
None
64.61K
MILLER KNOLL INC
SOLEShares702.12K
TypeSH
Market value$10.2K
1.35%
Sole
350.25K
Shared
0.00
None
351.86K
HNI Corp
SOLEShares252.52K
TypeSH
Market value$8.4K
1.12%
Sole
161.85K
Shared
0.00
None
90.67K
APPLE COMPUTER INC
SOLEShares29.87K
TypeSH
Market value$7.6K
1.01%
Sole
0.00
Shared
0.00
None
29.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LUMEN TECHNOLOGIES INCSOLE | COM | 12.59M | SH | $87.5K 11.61% | 5.80M | 0.00 | 6.80M |
COGNEX CORPSOLE | COM | 1.32M | SH | $64.8K 8.59% | 549.94K | 0.00 | 772.65K |
GE AEROSPACESOLE | COM | 194.98K | SH | $55.3K 7.34% | 81.15K | 0.00 | 113.83K |
GE VERNOVA INCSOLE | COM | 46.19K | SH | $40.3K 5.35% | 16.95K | 0.00 | 29.24K |
VANGUARD S&P 500 ETFSOLE | COM | 67.29K | SH | $40.2K 5.33% | 0.00 | 0.00 | 67.29K |
MANITOWOC INC COMSOLE | COM | 3.32M | SH | $38.7K 5.13% | 1.61M | 0.00 | 1.71M |
LUMENTUM HLDGS INCSOLE | COM | 74.93K | SH | $36.7K 4.86% | 30.35K | 0.00 | 44.58K |
BERKSHIRE HATHAWAY INC CL BSOLE | COM | 60.14K | SH | $28.8K 3.82% | 2.56K | 0.00 | 57.58K |
CIENA CORPORATIONSOLE | COM | 59.60K | SH | $23.1K 3.07% | 17.75K | 0.00 | 41.85K |
CORNING INCSOLE | COM | 169.86K | SH | $23.1K 3.06% | 12.22K | 0.00 | 157.64K |
DANAHER CORP DEL COMSOLE | COM | 118.46K | SH | $22.5K 2.98% | 33.61K | 0.00 | 84.85K |
BAXTER INTL INCSOLE | COM | 1.32M | SH | $22.2K 2.95% | 648.67K | 0.00 | 675.42K |
COHERENTSOLE | COM | 87.10K | SH | $20.7K 2.75% | 26.68K | 0.00 | 60.42K |
INTERNATIONAL PAPER COMPANYSOLE | COM | 560.97K | SH | $20.0K 2.66% | 239.45K | 0.00 | 321.52K |
AZENTA INCSOLE | COM | 889.01K | SH | $18.8K 2.49% | 364.25K | 0.00 | 524.76K |
ST JOE CP COMSOLE | COM | 282.98K | SH | $17.8K 2.36% | 22.73K | 0.00 | 260.26K |
COSTCO WHOLESALE CORP-NEWSOLE | COM | 17.33K | SH | $17.3K 2.29% | 925.00 | 0.00 | 16.40K |
ENOVIS CORPORATION COMSOLE | COM | 746.06K | SH | $17.0K 2.25% | 335.05K | 0.00 | 411.01K |
MODINE MANUFACTURINGSOLE | COM | 72.74K | SH | $15.8K 2.09% | 45.42K | 0.00 | 27.32K |
ESAB CORPORTAION COMSOLE | COM | 153.53K | SH | $14.8K 1.97% | 57.80K | 0.00 | 95.72K |
TEREX CORP NEWSOLE | COM | 222.14K | SH | $13.1K 1.74% | 34.13K | 0.00 | 188.02K |
NUCOR CORPSOLE | COM | 76.54K | SH | $12.9K 1.72% | 11.93K | 0.00 | 64.61K |
MILLER KNOLL INCSOLE | COM | 702.12K | SH | $10.2K 1.35% | 350.25K | 0.00 | 351.86K |
HNI CorpSOLE | COM | 252.52K | SH | $8.4K 1.12% | 161.85K | 0.00 | 90.67K |
APPLE COMPUTER INCSOLE | COM | 29.87K | SH | $7.6K 1.01% | 0.00 | 0.00 | 29.87K |
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