Holdings
Front Street Capital Management, Inc.
As of Jun 30, 2026, Front Street Capital Management, Inc. reported 64 positions worth US$835M. Largest: Lumen Technologies, Inc., Cognex Corporation and Ge Aerospace. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lumen Technologies, Inc. | 12.2M | US$93.5M | new | Jun 30, 2026 |
| Cognex Corporation | 1.26M | US$90.6M | −67,559 | Jun 30, 2026 |
| Ge Aerospace | 189K | US$70.5M | new | Jun 30, 2026 |
| Ge Vernova Inc. | 42,527 | US$50M | −3,659 | Jun 30, 2026 |
| Manitowoc Company, Inc. (the) | 3.21M | US$44.5M | −115K | Jun 30, 2026 |
| Lumentum Holdings Inc. | 43,038 | US$36.9M | −31,893 | Jun 30, 2026 |
| Corning Incorporated | 141K | US$35.9M | −28,784 | Jun 30, 2026 |
| Azenta, Inc. | 1.3M | US$33.2M | +412K | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 61,247 | US$30.8M | +1,105 | Jun 30, 2026 |
| Coherent Corp. | 75,166 | US$29.7M | −11,935 | Jun 30, 2026 |