Broad Bay Capital Management’s Frontdoor FTDR Stock Holding History

Broad Bay 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
2025 Q3	–	Sell	-795,486	Closed	-$46.9M	–	26
2025 Q2	$46.9M	Buy	+795,486	New	+$39.9M	5.52%	7
2020 Q3	–	Sell	-407,000	Closed	-$18M	–	18
2020 Q2	$18M	Hold	407,000	–	–	3.22%	12
2020 Q1	$14.2M	Sell	407,000 -47,000	-10%	-$2M	3.89%	11
2019 Q4	$21.5M	Buy	454,000 +29,000	+7%	+$1.36M	5.13%	10
2019 Q3	$20.6M	Buy	425,000 +59,000	+16%	+$2.85M	5.52%	10
2019 Q2	$15.9M	Buy	+366,000	New	+$14.1M	5.33%	9

Other funds holding FTDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Broad Bay Capital Management's FTDR Position: Q3 2025 in Review

Broad Bay Capital Management sold out of Frontdoor (FTDR) in Q3 2025, closing a stake of 795,486 shares — an estimated $46.9M sold.

Broad Bay Capital Management first reported a position in FTDR in Q2 2019 and held it in 6 quarters. The position peaked at $46.9M in Q2 2025. 382 funds tracked by Wall St. Rank hold FTDR as of Q3 2025.

Broad Bay Capital Management reported no remaining Frontdoor position as of Q3 2025 after selling out during the quarter.
Broad Bay Capital Management sold 795,486 Frontdoor shares in Q3 2025, an estimated $46.9M.
Broad Bay Capital Management first reported a position in Frontdoor in Q2 2019 and held it in 6 quarters.
Broad Bay Capital Management's Frontdoor position peaked at $46.9M in Q2 2025.
382 funds tracked by Wall St. Rank held Frontdoor as of Q3 2025.

Based on Broad Bay Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.