Titelia

Holdings of Frank Value Fund

FRANK FUNDS · Original filing · Compare with another fund · Report an error

Net assets
32.3M $ including 30.4M $ in equities, 94.1 %
Positions
24 in 5 countries
Top ten
51.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1United Natural Foods Inc 51,6522.3M $7.21 %
2Spectrum Brands Holdings Inc 28,8232.1M $6.58 %
3MPLX LP 33,0721.9M $5.85 %
4Science Applications International Corp 17,6651.7M $5.19 %
5Civeo Corp 61,5231.6M $5.04 %
6Post Holdings Inc 16,1571.6M $4.95 %
7Edgewell Personal Care Co 70,0401.5M $4.63 %
8J M Smucker Co/The 14,7151.4M $4.39 %
9Nintendo Co Ltd 92,4231.3M $4.09 %
10Celsius Holdings Inc 36,5421.3M $4.02 %
11Garrett Motion Inc 63,5441.2M $3.58 %
12NRG Energy Inc 7,5061.1M $3.40 %
13Hershey Co/The 5,1421.1M $3.31 %
14Apartment Investment and Management Co 256,2971M $3.23 %
15H&R Block Inc 32,5171M $3.20 %
16Expedia Group Inc 4,4381M $3.17 %
17Vistra Corp 6,7471M $3.14 %
18Opera Ltd 71,0931M $3.14 %
19ICON PLC 9,000995.9K $3.08 %
20TALEN ENERGY CORP 3,100989.6K $3.06 %
21Mastercard Inc 1,950974.3K $3.02 %
22Pitney Bowes Inc 85,000939.3K $2.91 %
23Grupo Aeroportuario del Centro Norte SAB de CV 8,080927K $2.87 %
24NET Lease Office Properties 30,719353.9K $1.10 %

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Sector breakdown

  • Utilities 6.9 %
  • Communication 4.3 %
  • Consumer staples 3.5 %
  • Consumer discretionary 3.4 %
  • Financials 3.2 %
  • Unattributed 78.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 86.0 %
  • Japan 4.3 %
  • Norway 3.3 %
  • Ireland 3.3 %
  • Mexico 3.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2026.1M $86.00 %
2Japan11.3M $4.34 %
3Norway11M $3.33 %
4Ireland1995.9K $3.28 %
5Mexico1927K $3.05 %
Cite this page

Titelia. "Holdings of Frank Value Fund". https://titelia.com/en/funds/S000004757