Clearfield Capital Management as of June 30, 2017
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 20 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 10.8 | $66M | 246k | 268.87 | |
| AutoZone (AZO) | 9.3 | $57M | 100k | 570.46 | |
| Waste Connections (WCN) | 9.0 | $55M | 860k | 64.42 | |
| Bio-Rad Laboratories (BIO) | 7.5 | $46M | 203k | 226.31 | |
| Universal Health Services (UHS) | 5.9 | $36M | 296k | 122.08 | |
| Cott Corp | 5.5 | $34M | 2.3M | 14.44 | |
| Aon | 5.4 | $33M | 250k | 132.95 | |
| Us Foods Hldg Corp call (USFD) | 5.2 | $32M | 1.2M | 27.22 | |
| Envision Healthcare | 5.2 | $32M | 508k | 62.67 | |
| Pinnacle Foods Inc De | 5.1 | $32M | 530k | 59.40 | |
| TreeHouse Foods (THS) | 4.9 | $30M | 369k | 81.69 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.8 | $29M | 86k | 336.86 | |
| British American Tobac (BTI) | 4.7 | $29M | 422k | 68.54 | |
| Mondelez Int (MDLZ) | 4.7 | $29M | 665k | 43.19 | |
| Advance Auto Parts (AAP) | 3.4 | $21M | 180k | 116.58 | |
| Zimmer Holdings (ZBH) | 3.1 | $19M | 149k | 128.40 | |
| Godaddy Inc cl a (GDDY) | 2.6 | $16M | 373k | 42.42 | |
| Advanced Disposal Services I | 1.3 | $7.8M | 345k | 22.73 | |
| Molson Coors Brewing Company (TAP) | 1.0 | $6.0M | 70k | 86.34 | |
| Ball Corporation (BALL) | 0.6 | $3.4M | 80k | 42.21 |
