CONWAY CAPITAL MANAGEMENT, INC. FND β€” FLOOR & DECOR HLDGS INC

Ownership history in CONWAY CAPITAL MANAGEMENT, INC.  Β·  5 quarters on record

AI Ownership Summary

CONWAY CAPITAL MANAGEMENT, INC. reported FLOOR & DECOR HLDGS INC (FND) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.33% in 2024 Q4. The latest visible filing shows FND at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONWAY CAPITAL MANAGEMENT, INC.'s position in FLOOR & DECOR HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FND was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FND stock page CONWAY CAPITAL MANAGEMENT, INC. fund profile CONWAY CAPITAL MANAGEMENT, INC. full holdings
How CONWAY CAPITAL MANAGEMENT, INC. held FND β€” position size vs. price
% of Fund (quarterly)    FND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 3,975 -200 -4.8% 0.12% $293K 2025-10-23 $71.19
2025 Q2 REDUCED 39.3% -1.0% βœ… 4,175 -2,700 -39.3% 0.14% $317K 2025-07-29 $78.92
2025 Q1 REDUCED 8.6% -5.6% βœ… 6,875 -650 -8.6% 0.28% $553K 2025-04-17 $70.31
2024 Q4 ADDED β€” β€” β€” 7,525 +4,895 +186.1% 0.33% $750K 2025-01-21 $102.44
2024 Q3 INITIATED β€” β€” β€” 2,630 β€” β€” 0.18% $244K 2024-12-03 $111.32

🏒 Other funds also holding FND

As of 2026 Q1 β€” sorted by position size

Luma Capital S.A. - SPF 2.94% BENNETT SELBY INVESTMENTS LP 3Y 2.18% Fisher Funds Management LTD 1.62% Salvus Wealth Management, LLC 3Y 1.62% Davidson Kahn Capital Management, LLC 1.57% WASATCH ADVISORS LP 3Y 7Y 0.98% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.81% ST GERMAIN D J CO INC 3Y 7Y 0.74% AGP FRANKLIN, LLC 0.61% Verde Servicos Internacionais S.A. 3Y 7Y 0.4%

FAQ About CONWAY CAPITAL MANAGEMENT, INC. and FND

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONWAY CAPITAL MANAGEMENT, INC. reported owning FND?

CONWAY CAPITAL MANAGEMENT, INC. reported FND across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported FND position in CONWAY CAPITAL MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for FND was 0.33% in 2024 Q4.

What is the latest reported FND position on this page?

The most recent filing on this page is 2025 Q3, when CONWAY CAPITAL MANAGEMENT, INC. reported 3,975 shares, equal to 0.12% of portfolio, with an estimated market value of $293K.

What does the chart on this FND ownership page compare?

The chart compares CONWAY CAPITAL MANAGEMENT, INC.'s quarterly FND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CONWAY CAPITAL MANAGEMENT, INC. time their FND position?

Based on 13F filing dates vs. subsequent FND price moves, CONWAY CAPITAL MANAGEMENT, INC. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FND relative to SPY over the holding period was -51.7%.

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