CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in FND — Floor & Decor Holdings, Inc.

CIK 1442056 ST. LOUIS, MO

Position in FND

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$7,686,886

New position

Shares Held

131,310

first reported quarter

Ownership

0.123%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#109

of 463 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $159,989,907 across 3 Home Improvement Retail names. FND ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc.	311,263	$109,776,234
2	LOW	Lowes Companies Inc	192,874	$42,526,787
3	FND	Floor & Decor Holdings, Inc. This page	131,310	$7,686,886

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,686,886	131,310	—	Shares	Sole	2026-07-01
No filing history on record for this holder in this stock.