Framtiden Holdings Management Co LLC — 13F holdings

Framtiden Holdings Management Co LLC reported 6 holdings worth $165M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. HRB BLOCK H & R INC — $47.2M (28.6%)
2. KMX CARMAX INC — $34.4M (20.8%)
3. STZ CONSTELLATION BRANDS INC — $27.8M (16.9%)
4. CHKP CHECK POINT SOFTWARE TECH LT — $23.7M (14.3%)
5. GOOG ALPHABET INC — $17.7M (10.7%)
6. RTX RTX CORPORATION — $14.2M (8.6%)