Vault-13

Framtiden Holdings Management Co LLC

CHICAGO, IL · CIK 2112734 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$165.0m reported value +61.6% vs Q1 2026
6positions
100.0%in top 10
0 new 4 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 BLOCK H & R INC COM HRB HRB 1,140,000 $47.2m28.62% 28.62% AddedShares held: Q3 2025 —, Q4 2025 275.0k, Q1 2026 490.0k, Q2 2026 1.1m +650.0k +650,000 132.7%
2 CARMAX INC COM KMX KMX 610,000 $34.4m20.83% 20.83% AddedShares held: Q3 2025 —, Q4 2025 540.0k, Q1 2026 540.0k, Q2 2026 610.0k +70.0k +70,000 13.0%
3 CONSTELLATION BRANDS INC CL A STZ STZ 165,000 $27.8m16.86% 16.86% AddedShares held: Q3 2025 —, Q4 2025 129.0k, Q1 2026 140.0k, Q2 2026 165.0k +25.0k +25,000 17.9%
4 CHECK POINT SOFTWARE TECH LT ORD CHKP CHKP 145,000 $23.7m14.34% 14.34% AddedShares held: Q3 2025 —, Q4 2025 65.0k, Q1 2026 100.0k, Q2 2026 145.0k +45.0k +45,000 45.0%
5 ALPHABET INC CAP STK CL C GOOG GOOG 50,100 $17.7m10.73% 10.73% UnchangedShares held: Q3 2025 —, Q4 2025 50.1k, Q1 2026 50.1k, Q2 2026 50.1k
6 RTX CORPORATION COM RTX RTX 75,000 $14.2m8.62% 8.62% UnchangedShares held: Q3 2025 —, Q4 2025 75.0k, Q1 2026 75.0k, Q2 2026 75.0k