Curreen Capital on Frontdoor (FTDR)

2 days ago 2

Soumya Eswaran

Mon, February 2, 2026 astatine 8:02 AM CST 2 min read

Investment absorption institution Curreen Capital released its fourth-quarter 2025 Investor letter. A transcript of the missive tin beryllium downloaded here. Curreen Capital Partners reported robust results successful 2025, retuning 10.5% successful Q4 and 30.97% for the afloat year. The steadfast focuses connected investing successful "ugly ducklings", i.e., companies that are good, well-managed, and trading astatine an charismatic price. The steadfast was accordant with its concern plan, and the "ugly duckling" holdings performed good and exhibited coagulated results. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Curreen Capital highlighted stocks similar Frontdoor, Inc. (NASDAQ:FTDR). Frontdoor, Inc. (NASDAQ:FTDR) Frontdoor, Inc. (NASDAQ:FTDR) is simply a US-based location work program provider. The one-month instrumentality of Frontdoor, Inc. (NASDAQ:FTDR) was 0.65%, and its shares gained 1.58% of their worth implicit the past 52 weeks. On January 30, 2026, Frontdoor, Inc. (NASDAQ:FTDR) banal closed astatine $59.11 per stock with a marketplace capitalization of $4.31 billion.

Curreen Capital stated the pursuing regarding Frontdoor, Inc. (NASDAQ:FTDR) successful its 4th fourth 2025 capitalist letter:

"Frontdoor, Inc. (NASDAQ:FTDR): Frontdoor sells location work plans to homeowners. The institution contracts with HVAC and different contractors and dispatches them erstwhile customers person problems with 1 of their large location appliances and systems (furnace, aerial conditioning, refrigerator, electrical system, etc). Frontdoor spun retired of ServiceMaster successful October 2018. Frontdoor serves astir 2% of U.S. homes, and uses its escaped currency travel to turn organically, wage down debt, repurchase shares, and get complementary businesses."

Frontdoor, Inc. (NASDAQ:FTDR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 36 hedge money portfolios held Frontdoor, Inc. (NASDAQ:FTDR) astatine the extremity of the 3rd quarter, compared to 37 successful the erstwhile quarter. While we admit the imaginable of Frontdoor, Inc. (NASDAQ:FTDR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.