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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
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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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Breach Inlet Capital Management's FTDR Position: Q1 2026 in Review

Breach Inlet Capital Management increased its Frontdoor (FTDR) stake by 145% in Q1 2026, buying an estimated $14.7M and bringing the position to 416,792 shares worth $22M. The position accounts for 7.23% of the portfolio, ranked #7.

Breach Inlet Capital Management first reported a position in FTDR in Q4 2025 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold FTDR as of Q1 2026.

  • Breach Inlet Capital Management held 416,792 shares of Frontdoor worth $22M as of Q1 2026.
  • Breach Inlet Capital Management bought 246,816 Frontdoor shares in Q1 2026, an estimated $14.7M.
  • Frontdoor made up 7.23% of Breach Inlet Capital Management's portfolio in Q1 2026, its #7 holding.
  • Breach Inlet Capital Management first reported a position in Frontdoor in Q4 2025 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held Frontdoor as of Q1 2026.

Based on Breach Inlet Capital Management's 13F filing for Q1 2026, filed 15 May 2026.