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Breach Inlet Capital Management’s Frontdoor FTDR Stock Holding History

Breach Inlet Capital Management’s Portfolio FTDR Stock Details FTDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15M Sell
192,864
-223,928
-54% -$14.3M 4.99% 10
2026
Q1 		$22M Buy
416,792
+246,816
+145% +$14.7M 7.23% 7
2025
Q4 		$9.81M Buy
+169,976
New +$10M 4.62% 9

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Vanguard Capital Management
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Geode Capital Management
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RP
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Breach Inlet Capital Management's FTDR Position: Q2 2026 in Review

Breach Inlet Capital Management reduced its Frontdoor (FTDR) stake by 54% in Q2 2026, selling an estimated $14.3M and leaving 192,864 shares worth $15M. The position accounts for 4.99% of the portfolio, ranked #10.

Breach Inlet Capital Management first reported a position in FTDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $22M in Q1 2026. 388 funds tracked by Wall St. Rank hold FTDR as of Q2 2026.

  • Breach Inlet Capital Management held 192,864 shares of Frontdoor worth $15M as of Q2 2026.
  • Breach Inlet Capital Management sold 223,928 Frontdoor shares in Q2 2026, an estimated $14.3M.
  • Frontdoor made up 4.99% of Breach Inlet Capital Management's portfolio in Q2 2026, its #10 holding.
  • Breach Inlet Capital Management first reported a position in Frontdoor in Q4 2025 and has held it in 3 quarters since.
  • Breach Inlet Capital Management's Frontdoor position peaked at $22M in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Frontdoor as of Q2 2026.

Based on Breach Inlet Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.