Curreen Capital on Frontdoor (FTDR)

Investment management company Curreen Capital released its fourth-quarter 2025 Investor letter. A copy of the letter can be downloaded here. Curreen Capital Partners reported robust results in 2025, retuning 10.5% in Q4 and 30.97% for the full year. The firm focuses on investing in "ugly ducklings", i.e., companies that are good, well-managed, and trading at an attractive price. The firm was consistent with its investment plan, and the "ugly duckling" holdings performed well and exhibited solid results. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Curreen Capital highlighted stocks like Frontdoor, Inc. (NASDAQ:FTDR). Frontdoor, Inc. (NASDAQ:FTDR) Frontdoor, Inc. (NASDAQ:FTDR) is a US-based home service plan provider. The one-month return of Frontdoor, Inc. (NASDAQ:FTDR) was 0.65%, and its shares gained 1.58% of their value over the last 52 weeks. On January 30, 2026, Frontdoor, Inc. (NASDAQ:FTDR) stock closed at $59.11 per share with a market capitalization of $4.31 billion.

Curreen Capital stated the following regarding Frontdoor, Inc. (NASDAQ:FTDR) in its fourth quarter 2025 investor letter:

"Frontdoor, Inc. (NASDAQ:FTDR): Frontdoor sells home service plans to homeowners. The company contracts with HVAC and other contractors and dispatches them when customers have problems with one of their major home appliances and systems (furnace, air conditioning, refrigerator, electrical system, etc). Frontdoor spun out of ServiceMaster in October 2018. Frontdoor serves about 2% of U.S. homes, and uses its free cash flow to grow organically, pay down debt, repurchase shares, and acquire complementary businesses."

Frontdoor, Inc. (NASDAQ:FTDR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 36 hedge fund portfolios held Frontdoor, Inc. (NASDAQ:FTDR) at the end of the third quarter, compared to 37 in the previous quarter. While we acknowledge the potential of Frontdoor, Inc. (NASDAQ:FTDR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.