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 entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Frontdoor: the full 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…