SEC 13F Intelligence

Night Owl Capital Management, LLC / FND

Night Owl Capital Management, LLC’s Floor & Decor Hldgs Inc Position

Does Night Owl Capital Management, LLC own Floor & Decor Hldgs Inc (FND)? Not currently — the last reported position was 87.9K shares worth $9M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q2 2024
Shares
87.9K
% of Portfolio
+1.31%
Quarters Held
12
position exited

Position History FND

Reported value by quarter
Q3 ’21: $11MQ3 ’21Q4 ’21: $12MQ1 ’22: $7MQ1 ’22Q2 ’22: $5MQ3 ’22: $6MQ3 ’22Q4 ’22: $6MQ1 ’23: $9MQ1 ’23Q2 ’23: $9MQ3 ’23: $8MQ3 ’23Q4 ’23: $9MQ1 ’24: $12MQ1 ’24Q2 ’24: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202487.9K$9M+1.31%
Q1 202489.4K$12M+1.76%
Q4 202384.7K$9M+1.89%
Q3 202386.5K$8M+1.94%
Q2 202386.9K$9M+2.31%
Q1 202392.4K$9M+3.21%
Q4 202290.5K$6M+2.95%
Q3 202290.4K$6M+2.65%
Q2 202285.1K$5M+2.06%
Q1 202290.9K$7M+2.09%
Q4 202189.8K$12M+2.37%
Q3 202190.0K$11M+1.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of FND.