Clearfield Capital Management as of Sept. 30, 2016
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 12 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ball Corporation (BALL) | 15.0 | $66M | 809k | 81.95 | |
| TransDigm Group Incorporated (TDG) | 13.4 | $59M | 204k | 289.12 | |
| Advance Auto Parts (AAP) | 10.3 | $46M | 306k | 149.12 | |
| Air Products & Chemicals (APD) | 9.5 | $42M | 279k | 150.34 | |
| Pinnacle Foods Inc De | 8.5 | $38M | 749k | 50.17 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.6 | $33M | 124k | 269.97 | |
| TreeHouse Foods (THS) | 7.4 | $33M | 373k | 87.19 | |
| Sherwin-Williams Company (SHW) | 7.2 | $32M | 115k | 276.66 | |
| Waste Connections (WCN) | 6.8 | $30M | 400k | 74.70 | |
| Ss&c Technologies Holding (SSNC) | 6.1 | $27M | 840k | 32.15 | |
| Orbital Atk | 4.1 | $18M | 238k | 76.23 | |
| ConAgra Foods (CAG) | 4.0 | $18M | 375k | 47.11 |
