Front Street Capital Management, Inc.: 13F holdings
CIK 16831822026Q2
| Positions | 70 |
|---|
| Reported value | $880.6m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 70 (-3 vs prior quarter) |
|---|
| Reported value | $880.6m (+16.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LUMN LUMEN TECHNOLOGIES INC | 12,171,321 | $93.5m | 10.6% |
| CGNX COGNEX CORP | 1,255,029 | $90.6m | 10.3% |
| GE GE AEROSPACE | 188,533 | $70.5m | 8.0% |
| GEV GE VERNOVA INC | 42,527 | $50.0m | 5.7% |
| MTW MANITOWOC CO INC | 3,207,113 | $44.5m | 5.1% |
| VOO VANGUARD S&P 500 ETF | 61,985 | $42.6m | 4.8% |
| LITE LUMENTUM HLDGS INC | 43,038 | $36.9m | 4.2% |
| GLW CORNING INC | 141,078 | $35.9m | 4.1% |
| AZTA AZENTA INC | 1,301,398 | $33.2m | 3.8% |
| BRK-B BERKSHIRE HATHAWAY INC CL B NEW | 61,247 | $30.8m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1683182")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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