Framtiden Holdings Management Co LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 20, 2026), Framtiden Holdings Management Co LLC reported 6 stock positions worth $92.2 million. Its top holding was Carmax (KMX) at 22.6% of the portfolio, followed by Constellation Brands Class A (STZ, 19.3%) and Alphabet Class C (GOOG, 17.1%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0002112734
Portfolio Value
$92.2M (Q4 2025)
SEC Filing
0001104659-26-018203 ↗ filed Feb 20, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2025: $92.2M $92.2M Q4 2025 Q1 2026: $102.1M Q1 2026 Q2 2026: $165.0M Q2 2026

Holdings 6 stocks · $92.2M

KMX Carmax Inc. 22.63% 540,000 $20.9M —
STZ Constellation Brands Inc. Class A 19.31% 129,000 $17.8M —
GOOG Alphabet Inc. Class C 17.05% 50,100 $15.7M —
RTX RTX Corp. 14.92% 75,000 $13.8M —
CHKP Check Point Software Tech 13.08% 65,000 $12.1M —
HRB H&R Block Inc. filed as BLOCK H & R INC 13.00% 275,000 $12.0M —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$165.0MHRB, KMX, STZ, CHKP, GOOG
Q1 2026 6$102.1MKMX, STZ, HRB, RTX, GOOG
Q4 2025 6$92.2MKMX, STZ, GOOG, RTX, CHKP