Who owns FRFHF
Which tracked institutional funds hold FRFHF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FRFHF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
2 tracked funds added or opened FRFHF while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FRFHF’s largest tracked holder by dollar value, Mraz, Amerine & Associates, Inc., sizes it at 7.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FRFHF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 14 tracked filers holding FRFHF, 7 increased or opened the position and 7 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FRFHF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$11M
Full exits 1
- Poehling Capital Management, INC.$32M
Largest adds
- CHECK CAPITAL MANAGEMENT INC/CA$3M
Largest trims
- Mraz, Amerine & Associates, Inc.$1M
- Elgethun Capital Management$434K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Mraz, Amerine & Associates, Inc. added | 29,425 | $48M | 32.8% | 2026-Q2 |
| Elgethun Capital Management added | 25,417 | $42M | 28.4% | 2026-Q2 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE new | 6,575 | $11M | 7.3% | 2026-Q2 |
| CHECK CAPITAL MANAGEMENT INC/CA added | 1,979 | $3M | 2.2% | 2026-Q2 |
| KAHN BROTHERS GROUP INC | 1,018 | $2M | 1.2% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 1,000 | $2M | 1.1% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 348 | $593K | 0.4% | 2026-Q2 |
| LOUNTZIS ASSET MANAGEMENT, LLC | 244 | $402K | 0.3% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 200 | $342K | 0.2% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. | 200 | $329K | 0.2% | 2026-Q2 |
| GAMMA Investing LLC added | 108 | $178K | 0.1% | 2026-Q2 |
| Ancora Advisors LLC new | 28 | $46K | 0.0% | 2026-Q2 |
| Salomon & Ludwin, LLC | 12 | $20K | 0.0% | 2026-Q2 |
| McMillan Office, Inc. | 12 | $20K | 0.0% | 2026-Q2 |
| Poehling Capital Management, INC. added | 18,649 | $32M | 21.5% | 2026-Q1 stale (1 quarter behind) |
| YOUSIF CAPITAL MANAGEMENT, LLC | 257 | $437K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| NBC SECURITIES, INC. trimmed | 153 | $260K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Boit C F David | 100 | $170K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Mn Services Vermogensbeheer B.V. | 8 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC new | 7 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| RHUMBLINE ADVISERS | 5 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Coston, McIsaac & Partners | 1 | $68 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. | 1 | $2 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Heritage Wealth Advisors | 2,677 | $5M | 3.5% | 2025-Q4 stale (2 quarters behind) |
| PNC Financial Services Group, Inc. trimmed | 8 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Front Street Capital Management, Inc. | 1 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FSA Wealth Management LLC added | 5 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA new | 8 | $14K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.