FTDR

FTDR

FTDR

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	Fenimore Small Cap Strategy	12.7%	-	BROS, CBZ, FTDR	-			View
2025 Q2	Jul 22, 2025	Curreen Capital	14.1%	8.7%	AAP, CACC, ENR GR, FTDR, FTRE, GETB LN, HAVAS NA, TRUEB SS, VFC	contrarian, mispricing, Patience, Return on Capital, Turnarounds	The letter describes an ugly duckling strategy focused on temporarily impaired businesses with durable long-term economics. Management argues that operational setbacks and industry slowdowns create mispriced opportunities for patient investors. The outlook is optimistic as normalized earnings and returns on capital re-emerge.	VFC ENR GR GETB LN FTDR FTRE CACC AAP	View
2025 Q2	Jun 30, 2025	Fenimore Small Cap Strategy	2.6%	-	CHE, EXLS, FTDR, TSU CN	Balance Sheets, earnings stability, fundamentals, Quality, small caps	The letter highlights small-cap quality investing in an environment dominated by speculation and AI enthusiasm. Management focuses on financially strong companies with stable earnings that are temporarily out of favor. Long-term compounding and balance sheet strength anchor the strategy.		View
2024 Q1	May 3, 2024	Curreen Capital	0.9%	1.9%	0SEA LN, AAP, ADV, CACC, FTDR, GETB LN, LNK AU, NILB SS, VFC	-			View
2024 Q1	Mar 31, 2024	Fenimore Small Cap Strategy	6.1%	6.1%	CBZ, CIGI, DFH, FTDR	-			View
2025 Q3	Oct 24, 2025	Curreen Capital	9.0%	18.5%	AAP, CACC, EHAB, ENR GR, FTDR, FTRE, GETB LN, KTB, PLX FP, THNC CN, VFC	cash flow, Health Care, small caps, turnaround, value	The fund gained 9%, focusing on smaller turnaround and value situations like Kontoor Brands and Fortrea. Managers emphasize disciplined capital allocation, strong cash generation, and improving healthcare fundamentals despite regulatory headwinds. The portfolio reflects bottom-up conviction in underappreciated growth and restructuring stories.	FTRE THNC CN GETB GB KTB ENH FTRE THNC CN GETB GB KTB ENH	View
2023 Q3	Oct 17, 2023	Curreen Capital	0.9%	1.9%	0GB5 LN, ADV, CACC, FTDR, GETB LN, NILB SS	-			View
2025 Q4	Jan 29, 2026	Curreen Capital	10.5%	31.0%	AAP, DND.TO, ENR.DE, FTDR, FTRE, GETB.L, TRUE-B.ST, VFC	energy, healthcare, small caps, spinoffs, Turnarounds, value	Curreen Capital has been particularly successful with spinoff investments since launch, with 2025's three biggest winners all being spinoffs. The manager views ugly duckling spinoffs as the best investment opportunities when they combine good businesses, capable management, and attractive pricing. The fund focuses on 'ugly ducklings' - good businesses run by capable managers bought at attractive prices with upside-to-downside ratios of at least 5:1. They target companies earning above 20% after-tax returns on capital over time. Siemens Energy benefited from the end of decade-long stagnation in global electricity demand, driven by deferred infrastructure maintenance, continued electrification, and rapid rise of AI spurring a new demand cycle.	AAP FTRE FTDR GETB LN ENG GR VFC	View
2025 Q4	Jan 13, 2026	Fenimore Small Cap Strategy	-4.1%	-11.6%	APH, BIPC, BROS, BWIN, CASS, CHH, CIGI, DFH, EXLS, EXPO, FND, FSV, FTDR, JKHY, LSTR, NOVT, OSW, PNFP, ROST, SPSC, TRRSF	AI, Quality, small cap, Speculation, underperformance, value	The update highlights selective small-cap growth investing focused on companies with niche leadership, strong balance sheets, and long runway opportunities. Volatility is viewed as a source of opportunity to add to high-quality businesses at reasonable valuations. Small-cap growth is positioned for recovery as earnings growth reaccelerates.		View
2023 Q2	Jul 28, 2023	Curreen Capital	0.9%	1.9%	ADV, CACC, FTDR, GETB LN, NILB SS	-			View
2024 Q2	Jul 23, 2024	Curreen Capital	0.9%	1.9%	ADV, CACC, DND CN, EHAB, FTDR, GETB LN, NILB SS, SOLV, VFC	-			View
2025 Q1	Apr 24, 2025	Curreen Capital	-4.7%	-4.7%	AAP, CACC, EHAB, ENR GR, FTDR, GETB LN, HAVAS NA, NILB SS, VFC	-			View
2023 Q1	Mar 31, 2023	Meridian Growth Fund	6.8%	0.0%	ACVA, ARVN, CCCC, CCSI, FTDR, ST	-			View
2023 Q1	Mar 31, 2023	Meridian Small Cap Growth Fund	6.2%	0.0%	ACVA, ALBO, CCSI, FTDR, HDSN, PMVP	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jan 31, 2026	Fund Letters	Christian Ryther	Frontdoor, Inc.	Consumer Discretionary	Specialty Services	Bull	NASDAQ	Churn, Homewarranty, services, turnaround, valuation	View Pitch
Dec 5, 2025	Fund Letters	Christian Ryther	Frontdoor, Inc.	Consumer Discretionary	Environmental & Facilities Services	Bull	NASDAQ	Allocation, cashflow, Home, services, Subscription	View Pitch

BSD Shareholders of FTDR

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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