Framtiden Holdings Management Co LLC VC / PE / Holdco

Name: Framtiden Holdings Management Co LLC Q1 2026 13F Filing | 13F Explorer
Creator: Framtiden Holdings Management Co LLC
Published: 2026-05-15

Location: Chicago, IL

CIK: 0002112734 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $102M (100.0% shares, 0.0% debt)

Holdings (6)

Increased Positions (3)

HRB BLOCK H & R INC 15.2%

Value $15.55M (+29.8%) Shares 490,000 (+78.2%) Est. Cost $42.34 Unrealized -12.3%

STZ CONSTELLATION BRANDS INC 20.6%

Value $21M (+18.0%) Shares 140,000 (+8.5%) Est. Cost $138.35 Unrealized +12.8%

CHKP CHECK POINT SOFTWARE TECHNOLOGY LT 14.0%

Value $14.29M (+18.4%) Shares 100,000 (+53.8%) Est. Cost $187.42 Unrealized -5.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HRB	BLOCK H & R INC	490,000 (+78.2%)	$15.55M (+29.8%)	15.2%	$42.34	-12.3%	COM	093671105
STZ	CONSTELLATION BRANDS INC	140,000 (+8.5%)	$21M (+18.0%)	20.6%	$138.35	+12.8%	CL A	21036P108
CHKP	CHECK POINT SOFTWARE TECHNOLOGY LT	100,000 (+53.8%)	$14.29M (+18.4%)	14.0%	$187.42	-5.9%	ORD	M22465104

Unchanged Positions (3)

KMX CARMAX INC 22.0%

Value $22.45M Shares 540,000 Est. Cost $39.99 Unrealized +12.2%

GOOG ALPHABET INC 14.1%

Value $14.37M Shares 50,100 Est. Cost $286.33 Unrealized +13.0%

RTX RTX CORPORATION 14.2%

Value $14.47M Shares 75,000 Est. Cost $173.32 Unrealized +13.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
KMX	CARMAX INC	540,000	$22.45M	22.0%	$39.99	+12.2%	COM	143130102
GOOG	ALPHABET INC	50,100	$14.37M	14.1%	$286.33	+13.0%	CAP STK CL C	02079K107
RTX	RTX CORPORATION	75,000	$14.47M	14.2%	$173.32	+13.4%	COM	75513E101