Clearfield Capital Management as of June 30, 2016
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 10 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 15.2 | $50M | 190k | 263.69 | |
| Advance Auto Parts (AAP) | 14.9 | $49M | 305k | 161.63 | |
| Ball Corporation (BALL) | 14.9 | $49M | 681k | 72.29 | |
| Air Products & Chemicals (APD) | 14.5 | $48M | 336k | 142.04 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 11.0 | $36M | 159k | 228.64 | |
| Pinnacle Foods Inc De | 8.4 | $28M | 598k | 46.29 | |
| Waste Connections (WCN) | 7.5 | $25M | 344k | 72.05 | |
| Ss&c Technologies Holding (SSNC) | 5.9 | $19M | 689k | 28.08 | |
| TreeHouse Foods (THS) | 4.2 | $14M | 135k | 102.65 | |
| Libertyinteractivecorp lbtventcoma | 3.4 | $11M | 306k | 37.07 |
