Framtiden Holdings Management Co LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Framtiden Holdings Management Co LLC reported 6 stock positions worth $165.0 million. Its top holding was H&R Block (HRB) at 28.6% of the portfolio, followed by Carmax (KMX, 20.8%) and Constellation Brands Class A (STZ, 16.9%). Compared with Q1 2026, it added to 4. The biggest buy was H&R Block (HRB, shares +133%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0002112734
- Portfolio Value
- $165.0M (Q2 2026)
- SEC Filing
- 0001104659-26-096415 ↗ filed Aug 14, 2026
Holdings Value
Holdings 6 stocks · $165.0M
| HRB H&R Block Inc. filed as BLOCK H & R INC | 28.62% | 1,140,000 | $47.2M | Add +132.7% |
| KMX Carmax Inc. | 20.83% | 610,000 | $34.4M | Add +13.0% |
| STZ Constellation Brands Inc. Class A | 16.86% | 165,000 | $27.8M | Add +17.9% |
| CHKP Check Point Software Tech | 14.34% | 145,000 | $23.7M | Add +45.0% |
| GOOG Alphabet Inc. Class C | 10.73% | 50,100 | $17.7M | No change |
| RTX RTX Corp. | 8.62% | 75,000 | $14.2M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||