LongFTDRSep 2026
Frontdoor
Frontdoor sells home service plans and coordinates repairs through a network of contractors. The company serves only about 2% of U.S. homes, leaving room for continued organic…
FTDR
1 published idea on Frontdoor across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Frontdoor: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Frontdoor sells home service plans and coordinates repairs through a network of contractors. The company serves only about 2% of U.S. homes, leaving room for continued organic…