Analyzing Front Street Capital Management's Q3 and Q4 2022 13F Holdings Comparison: Changes in Top Holdings and Percentage Value.

Front Street Capital Management, Inc. is a leading investment management firm that is known to provide quality financial solutions to investors. In this article, we will analyze the changes in holdings of the firm from Q3 2022 to Q4 2022 based on the 13F Holdings Comparison CSV.

Firstly, let's examine the top holdings of the firm in Q3 2022. The top holding was LUMN (Lumen Technologies Inc) with 3,091,598 shares, followed by TEX (Terex Corp New) with 302,989 shares and CGNX (Cognex Corp) with 963,644 shares. Other top holdings included JOE (St Joe Cp Com), MTW (Manitowoc Inc Com) and GE (General Electric Co), among others.

In Q4 2022, the top holding of the firm was still LUMN (Lumen Technologies Inc), but with a reduced number of shares at 3,117,465. Furthermore, the second-highest holding in Q4 2022 was VNT (Vontier Corp) with 232,959 shares, surpassing TEX (Terex Corp New), which dropped to the 11th top holding with 290,179 shares. However, the overall position of GE (General Electric Co) improved from the 6th to the 5th top holding with 270,486 shares.

In terms of the percentage change in holdings from Q3 2022 to Q4 2022, there were significant changes in certain holdings. Starting with the biggest gain, ROG (Rogers Corp) showed a 51.3% increase in value, from $12,041 in Q3 2022 to $5,867 in Q4 2022. Similarly, TCS (Container Store Group Inc Com) showed the biggest percentage decrease in the value of holdings, with a drop of 11.3% from $12,998 in Q3 2022 to $11,534 in Q4 2022.

Some other notable changes in holdings include a decrease of 29.5% in the value of LITE (Lumentum Hldgs Inc) shares, from $9,243 in Q3 2022 to $6,519 in Q4 2022. Additionally, the value of YELL (Yellow Corporation) holdings dropped by 50.7%, from $4,444 in Q3 2022 to $2,191 in Q4 2022.

On the other hand, the largest increase in percentage value of holdings is from VNT (Vontier Corp), which surged by 68.7% from $2,670 in Q3 2022 to $4,503 in Q4 2022. Also, GLW (Corning Inc) increased by 6.8% from $10,442 in Q3 2022 to $11,156 in Q4 2022.

Another significant observation is the presence of several big names like Apple Computer Inc (AAPL), Amazon.Com Inc (AMZN), and Exxon Mobil Corp (XOM) in Q3 2022, while they were no longer present in Q4 2022. This could be an indication of a change in investment strategy for Front Street Capital Management, Inc.

In conclusion, Front Street Capital Management, Inc. has made several adjustments to its portfolio in Q4 2022. The firm seems to be making some changes in its strategy, as some top performing holdings in Q3 2022 dropped in value in Q4 2022, while some lesser-known holdings surged in value. Nonetheless, we will have to wait for the next reporting period to see if these changes are part of a broader investment strategy or just a one-time realignment of the portfolio.