Framtiden Holdings Management Co LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Framtiden Holdings Management Co LLC reported 6 stock positions worth $102.1 million. Its top holding was Carmax (KMX) at 22.0% of the portfolio, followed by Constellation Brands Class A (STZ, 20.6%) and H&R Block (HRB, 15.2%). Compared with Q4 2025, it added to 3. The biggest buy was H&R Block (HRB, shares +78%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0002112734
- Portfolio Value
- $102.1M (Q1 2026)
- SEC Filing
- 0001104659-26-061728 ↗ filed May 15, 2026
Holdings Value
Holdings 6 stocks · $102.1M
| KMX Carmax Inc. | 21.98% | 540,000 | $22.5M | No change |
| STZ Constellation Brands Inc. Class A | 20.56% | 140,000 | $21.0M | Add +8.5% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 15.23% | 490,000 | $15.6M | Add +78.2% |
| RTX RTX Corp. | 14.17% | 75,000 | $14.5M | No change |
| GOOG Alphabet Inc. Class C | 14.07% | 50,100 | $14.4M | No change |
| CHKP Check Point Software Tech | 13.99% | 100,000 | $14.3M | Add +53.9% |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||