Frontdoor delivers home service plans and on-demand repair solutions to U.S. homeowners.On February 17, 2026, Breach Inlet Capital Management disclosed a new position in Frontdoor (FTDR +1.26%), acquiring 169,976 shares in the fourth quarter for an estimated $9.81 million.What happenedAccording to a February 17, 2026, SEC filing, Breach Inlet Capital Management opened a new position in Frontdoor (FTDR +1.26%) by purchasing 169,976 shares during the fourth quarter. The new holding was valued at $9.81 million ...

分组1 - Curreen Capital reported a return of 10.5% in Q4 2025 and 30.97% for the full year, focusing on "ugly ducklings" which are well-managed companies trading at attractive prices [1] - The firm highlighted Frontdoor, Inc. (NASDAQ:FTDR) as a key investment, with a one-month return of 0.65% and a 52-week gain of 1.58%, closing at $59.11 per share with a market capitalization of $4.31 billion [2][3] - Frontdoor, Inc. provides home service plans and serves about 2% of U.S. homes, utilizing free cash flow for organic growth, debt repayment, share repurchase, and acquisitions [3] 分组2 - Frontdoor, Inc. was held by 36 hedge fund portfolios at the end of Q3 2025, a slight decrease from 37 in the previous quarter, indicating moderate interest among hedge funds [4] - Curreen Capital suggests that while Frontdoor has potential, certain AI stocks may offer greater upside and less downside risk, indicating a competitive investment landscape [4]

Core Insights - Investors should consider adding stocks with strong liquidity to their portfolios, as these stocks are associated with business growth and potential maximum returns [1][2] - Four top-ranked stocks identified for potential investment are Remitly Global, Inc. (RELY), Frontdoor, Inc. (FTDR), Pagaya Technologies Ltd. (PGY), and Willdan Group, Inc. (WLDN) [1][9] Liquidity Measures - Current Ratio: Measures current assets against current liabilities; a ratio below 1 indicates more liabilities than assets, while a range of 1-3 is ideal [4] - Quick Ratio: Indicates ability to pay short-term obligations, with a desirable ratio of more than 1 [5] - Cash Ratio: The most conservative measure, focusing on cash and equivalents relative to current liabilities; a ratio greater than 1 is desirable but may indicate inefficiency [6] Screening Parameters - Asset Utilization: A measure of efficiency, calculated as total sales over the last 12 months divided by the average total assets; companies with a ratio higher than their industry average are considered efficient [7][8] - Growth Score: A proprietary metric added to ensure that liquid and efficient stocks also have solid growth potential [8] Company Highlights - **Remitly Global, Inc. (RELY)**: Specializes in digital financial and remittance services, with revenues of $411.9 million for Q2 2025, up 34% year over year; active customers grew 24% to over 8.5 million [12][10] - **Frontdoor, Inc. (FTDR)**: Parent company of home service plan brands, reported revenues of $617 million for Q2 2025, up 14% year over year; DTC member count increased by 9% [15][14] - **Pagaya Technologies Ltd. (PGY)**: Focuses on AI infrastructure for finance, with total revenues of $326 million for Q2 2025, a 30% increase year over year; annualized run-rate for POS and Auto segments reached $1.2 billion and $2 billion, respectively [17][18] - **Willdan Group, Inc. (WLDN)**: Provides consulting services to government and private sectors, with net revenues expected between $340 million and $350 million for 2025; contract revenues jumped 23% year over year [20][21]