FS
| |
Front Street Capital Management, Inc.13F | |
| Front Street Capital Management, Inc. | |
| Last update 2025-02-14 | 68 Stocks (6 new) |
| Value $576.00 Mil | Turnover 2 % |
Front Street Capital Managemen... Top Holdings of 2024-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUMN | Lumen Technologies Inc | 11,825,502 | 62,790.0 | +0.13% | 10.910 | +0.01% | 1.170 | -43.41% | -36.91% | 3,434.1 | Telecommunication Services | |
CGNX | Cognex Corp | 1,277,673 | 45,830.0 | +7.85% | 7.960 | +0.58% | 0.740 | -35.33% | -26.87% | 4,430.7 | Hardware | |
GE | GE Aerospace | 260,581 | 43,460.0 | -0.60% | 7.550 | -0.05% | 0.020 | +1.04% | +19.19% | 211,603.1 | Aerospace & Defense | |
BRK.B | Berkshire Hathaway Inc | 89,158 | 40,410.0 | -2.59% | 7.020 | -0.18% | 0.000 | +14.63% | +17.14% | 1,145,088.1 | Insurance | |
VOO | Vanguard S&P 500 ETF | 71,275 | 38,410.0 | -0.66% | 6.670 | -0.04% | 0.010 | -9.46% | -6.07% | 650,637.7 | ||
MTW | Manitowoc Co Inc | 3,369,583 | 30,760.0 | +7.77% | 5.340 | +0.39% | 9.590 | -19.06% | -11.61% | 286.0 | Farm & Heavy Construction Machinery | |
COST | Costco Wholesale Corp | 33,203 | 30,420.0 | -4.38% | 5.280 | -0.22% | 0.010 | +4.10% | +6.76% | 433,549.6 | Retail - Defensive | |
DHR | Danaher Corp | 130,428 | 29,940.0 | -1.15% | 5.200 | -0.07% | 0.020 | -19.67% | -13.99% | 141,087.1 | Medical Diagnostics & Research | |
ESAB | ESAB Corp | 174,025 | 20,870.0 | -3.47% | 3.630 | -0.11% | 0.290 | -3.20% | +0.08% | 7,271.6 | Industrial Products | |
GEV | GE Vernova Inc | 63,445 | 20,870.0 | -3.26% | 3.630 | -0.09% | 0.020 | -11.36% | +13.31% | 101,646.4 | Industrial Products |
Front Street Capital Management, Inc.'s Historical Top Holdings Breakdowns
Front Street Capital Management, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JOE | The St. Joe Co | 2024-12-31 | Reduce | -0.66% | 43.8 ($51.65) 59.69 | $42.63 | -17.46% | Reduce -14.03% | 425,609 | -69,471 | |
CGNX | Cognex Corp | 2024-12-31 | Add | +0.58% | 35.61 ($39.16) 43.05 | $26.16 | -33.20% | Add 7.85% | 1,277,673 | 93,008 | |
CMG | Chipotle Mexican Grill Inc | 2024-12-31 | Sold Out | -0.42% | 55.73 ($60.32) 66.16 | $51.78 | -14.16% | Sold Out | 0 | -44,925 | |
MTW | Manitowoc Co Inc | 2024-12-31 | Add | +0.39% | 8.63 ($9.87) 11.2 | $8.07 | -18.24% | Add 7.77% | 3,369,583 | 243,077 | |
CMCO | Columbus McKinnon Corp | 2024-12-31 | New Buy | +0.35% | 31.42 ($36.32) 40.59 | $14.92 | -58.92% | New holding | 54,788 | 54,788 | |
ATS | ATS Corp | 2024-12-31 | Add | +0.26% | 28.14 ($30.38) 32.76 | $25.30 | -16.72% | Add 20.74% | 280,830 | 48,245 | |
NVST | Envista Holdings Corp | 2024-12-31 | Reduce | -0.23% | 17.7 ($19.78) 22.33 | $15.94 | -19.41% | Reduce -64.38% | 39,798 | -71,928 | |
COST | Costco Wholesale Corp | 2024-12-31 | Reduce | -0.22% | 873.59 ($928.68) 994.69 | $977.16 | 5.22% | Reduce -4.38% | 33,203 | -1,522 | |
ENOV | Enovis Corp | 2024-12-31 | Add | +0.22% | 38.72 ($43.96) 49.33 | $35.10 | -20.15% | Add 12.51% | 257,513 | 28,624 | |
BRK.B | Berkshire Hathaway Inc | 2024-12-31 | Reduce | -0.18% | 442.29 ($461.8) 483.08 | $530.96 | 14.98% | Reduce -2.59% | 89,158 | -2,373 |
Front Street Capital Management, Inc. Total Holding History ($B)
Front Street Capital Management, Inc.'s Asset Allocation
Front Street Capital Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Front Street Capital Management, Inc.'s Hypothetical Growth since 2024-12-31
Front Street Capital Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Front Street Capital Management, Inc.'s Holdings Heat Map
Size field:
Front Street Capital Management, Inc.'s Holdings Bubble Chart
Front Street Capital Management, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers