Freshford Capital Management as of March 31, 2020
Portfolio Holdings for Freshford Capital Management
Freshford Capital Management holds 15 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Covetrus | 15.5 | $62M | 7.6M | 8.14 | |
| Constellation Brands (STZ) | 11.9 | $47M | 329k | 143.35 | |
| Resideo Technologies (REZI) | 10.3 | $41M | 8.4M | 4.84 | |
| Cheniere Energy (LNG) | 9.0 | $36M | 1.1M | 33.50 | |
| Liberty Broadband Corporation (LBRDA) | 8.7 | $35M | 324k | 107.00 | |
| Cerner Corporation | 8.0 | $32M | 504k | 62.98 | |
| Liberty Media Corp Series C Li | 7.0 | $28M | 1.0M | 27.23 | |
| Comcast Corporation (CMCSA) | 6.1 | $24M | 707k | 34.38 | |
| Zimmer Holdings (ZBH) | 4.6 | $18M | 182k | 101.10 | |
| IAC/InterActive | 4.4 | $17M | 97k | 179.29 | |
| Fox Corporation (FOX) | 3.9 | $15M | 669k | 22.87 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.3 | $13M | 30k | 436.34 | |
| Valvoline Inc Common (VVV) | 3.3 | $13M | 1.0M | 13.09 | |
| Hmh Holdings | 2.7 | $11M | 5.6M | 1.88 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.4 | $5.5M | 432k | 12.76 |
