Callahan Advisors’s Friedman Industries FRD Stock Holding History

Callahan Advisors’s Portfolio FRD Stock Details FRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$895K	Buy	50,530 +5,758	+13%	+$109K	0.07%	121
2025 Q4	$917K	Buy	44,772 +1,150	+3%	+$23.6K	0.08%	116
2025 Q3	$955K	Sell	43,622 -5,884	-12%	-$108K	0.08%	108
2025 Q2	$820K	Sell	49,506 -2,540	-5%	-$41.2K	0.07%	113
2025 Q1	$775K	Sell	52,046 -1,800	-3%	-$28.2K	0.07%	114
2024 Q4	$823K	Buy	53,846 +1,712	+3%	+$26.1K	0.08%	116
2024 Q3	$835K	Sell	52,134 -1,997	-4%	-$30.9K	0.08%	106
2024 Q2	$817K	Buy	54,131 +4,293	+9%	+$77.4K	0.09%	106
2024 Q1	$934K	Sell	49,838 -2,833	-5%	-$48.6K	0.1%	99
2023 Q4	$814K	Hold	52,671	–	–	0.09%	97
2023 Q3	$706K	Sell	52,671 -6,528	-11%	-$94.9K	0.09%	101
2023 Q2	$746K	Sell	59,199 -1,900	-3%	-$20.1K	0.09%	97
2023 Q1	$693K	Sell	61,099 -10,124	-14%	-$114K	0.09%	103
2022 Q4	$697K	Sell	71,223 -193	-0.3%	-$1.74K	0.1%	102
2022 Q3	$508K	Buy	71,416 +7,416	+12%	+$66.4K	0.07%	112
2022 Q2	$521K	Sell	64,000 -2,672	-4%	-$24.3K	0.07%	113
2022 Q1	$587K	Buy	66,672 +2,072	+3%	+$19K	0.07%	115
2021 Q4	$606K	Buy	64,600 +5,158	+9%	+$60.8K	0.07%	115
2021 Q3	$708K	Buy	59,442 +2,000	+3%	+$25.3K	0.09%	112
2021 Q2	$770K	Sell	57,442 -8,340	-13%	-$92.5K	0.1%	110
2021 Q1	$532K	Buy	65,782 +2,782	+4%	+$21.5K	0.07%	110
2020 Q4	$432K	Sell	63,000 -1,483	-2%	-$9.21K	0.06%	112
2020 Q3	$374K	Sell	64,483 -978	-1%	-$5.37K	0.06%	107
2020 Q2	$331K	Sell	65,461 -345	-0.5%	-$1.59K	0.06%	105
2020 Q1	$290K	Buy	65,806 +1,931	+3%	+$10.4K	0.06%	104
2019 Q4	$385K	Buy	63,875 +4,141	+7%	+$26.5K	0.06%	108
2019 Q3	$388K	Buy	59,734 +5,638	+10%	+$35K	0.07%	107
2019 Q2	$377K	Buy	54,096 +3,542	+7%	+$26K	0.07%	112
2019 Q1	$388K	Buy	50,554 +102	+0.2%	+$791	0.07%	113
2018 Q4	$356K	Buy	50,452 +3,500	+7%	+$29.1K	0.08%	114
2018 Q3	$442K	Buy	46,952 +13,801	+42%	+$135K	0.08%	112
2018 Q2	$269K	Hold	33,151	–	–	0.05%	113
2018 Q1	$195K	Hold	33,151	–	–	0.04%	117
2017 Q4	$188K	Sell	33,151 -2,066	-6%	-$11.9K	0.04%	119
2017 Q3	$217K	Buy	35,217 +824	+2%	+$4.62K	0.05%	114
2017 Q2	$195K	Hold	34,393	–	–	0.04%	118
2017 Q1	$222K	Buy	34,393 +2,000	+6%	+$13.3K	0.05%	114
2016 Q4	$216K	Buy	32,393 +2,100	+7%	+$11.8K	0.05%	109
2016 Q3	$163K	Buy	30,293 +6,717	+28%	+$37.9K	0.04%	112
2016 Q2	$137K	Buy	23,576 +1,000	+4%	+$5.93K	0.04%	109
2016 Q1	$122K	Buy	22,576 +4,050	+22%	+$20.8K	0.03%	108
2015 Q4	$102K	Buy	18,526 +2,246	+14%	+$13.3K	0.03%	112
2015 Q3	$98K	Buy	+16,280	New	+$98K	0.03%	110
2013 Q4	–	Sell	-12,766	Closed	-$128K	–	112
2013 Q3	$128K	Sell	12,766 -1,000	-7%	-$9.92K	0.05%	106
2013 Q2	$136K	Buy	+13,766	New	+$133K	0.06%	104

Other funds holding FRD

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Callahan Advisors's FRD Position: Q1 2026 in Review

Callahan Advisors increased its Friedman Industries (FRD) stake by 13% in Q1 2026, buying an estimated $109K and bringing the position to 50,530 shares worth $895K. The position accounts for 0.07% of the portfolio, ranked #121.

Callahan Advisors first reported a position in FRD in Q2 2013 and has held it in 45 quarters since. The position peaked at $955K in Q3 2025. 65 funds tracked by Wall St. Rank hold FRD as of Q1 2026.

Callahan Advisors held 50,530 shares of Friedman Industries worth $895K as of Q1 2026.
Callahan Advisors bought 5,758 Friedman Industries shares in Q1 2026, an estimated $109K.
Friedman Industries made up 0.07% of Callahan Advisors's portfolio in Q1 2026, its #121 holding.
Callahan Advisors first reported a position in Friedman Industries in Q2 2013 and has held it in 45 quarters since.
Callahan Advisors's Friedman Industries position peaked at $955K in Q3 2025.
65 funds tracked by Wall St. Rank held Friedman Industries as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.