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Framtiden Holdings Management Co LLC

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13F filer, CIK 2112734, CHICAGO, IL

Framtiden Holdings Management Co LLC reported $165,004,683 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-096415

Period
2026-06-30
Reported value
$165M
Holdings
6
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HRBadded+650,000$26.9M
CHKPadded+45,000$7.34M
STZadded+25,000$4.21M
KMXadded+70,000$3.95M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001104659-26-096415, largest first. % of portfolio is the value over $165,004,683, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 275,000 shares; 2026Q1: 490,000 shares; 2026Q2: 1,140,000 shares 1,140,000$47.2M28.62%+650,000Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 540,000 shares; 2026Q1: 540,000 shares; 2026Q2: 610,000 shares 610,000$34.4M20.83%+70,000Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 129,000 shares; 2026Q1: 140,000 shares; 2026Q2: 165,000 shares 165,000$27.8M16.86%+25,000Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 65,000 shares; 2026Q1: 100,000 shares; 2026Q2: 145,000 shares 145,000$23.7M14.34%+45,000Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 50,100 shares; 2026Q1: 50,100 shares; 2026Q2: 50,100 shares 50,100$17.7M10.73%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 75,000 shares; 2026Q1: 75,000 shares; 2026Q2: 75,000 shares 75,000$14.2M8.62%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-096415 base2026-08-14acceptance time not in the bulk data set