Clearfield Capital Management as of Dec. 31, 2015
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 11 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 12.4 | $33M | 146k | 228.45 | |
| Air Products & Chemicals (APD) | 12.2 | $33M | 250k | 130.11 | |
| Ball Corporation (BALL) | 11.7 | $31M | 432k | 72.73 | |
| Sabre (SABR) | 10.5 | $28M | 1.0M | 27.97 | |
| Ss&c Technologies Holding (SSNC) | 10.5 | $28M | 409k | 68.27 | |
| SBA Communications Corporation | 8.2 | $22M | 208k | 105.07 | |
| Graphic Packaging Holding Company (GPK) | 8.0 | $22M | 1.7M | 12.83 | |
| Servicemaster Global | 7.9 | $21M | 539k | 39.24 | |
| Charter Communications | 7.7 | $21M | 113k | 183.10 | |
| Pinnacle Foods Inc De | 6.9 | $18M | 432k | 42.46 | |
| Libertyinteractivecorp lbtventcoma | 3.9 | $10M | 231k | 45.11 |
