Clearfield Capital Management as of Sept. 30, 2017
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 20 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 13.4 | $71M | 120k | 595.10 | |
| TransDigm Group Incorporated (TDG) | 11.3 | $60M | 235k | 255.65 | |
| Sherwin-Williams Company (SHW) | 8.9 | $48M | 133k | 358.04 | |
| Bio-Rad Laboratories (BIO) | 8.2 | $43M | 196k | 222.22 | |
| Summit Matls Inc cl a (SUM) | 6.4 | $34M | 1.1M | 32.03 | |
| Universal Health Services (UHS) | 6.1 | $32M | 291k | 110.94 | |
| Pinnacle Foods Inc De | 5.7 | $30M | 530k | 57.17 | |
| Us Foods Hldg Corp call (USFD) | 5.6 | $30M | 1.1M | 26.70 | |
| Mondelez Int (MDLZ) | 5.5 | $29M | 715k | 40.66 | |
| Northrop Grumman Corporation (NOC) | 5.4 | $29M | 100k | 287.72 | |
| RPM International (RPM) | 4.8 | $26M | 502k | 51.34 | |
| Advance Auto Parts (AAP) | 3.4 | $18M | 180k | 99.20 | |
| Zimmer Holdings (ZBH) | 3.1 | $16M | 140k | 117.09 | |
| Vantiv Inc Cl A | 2.8 | $15M | 215k | 70.47 | |
| MGM Resorts International. (MGM) | 2.8 | $15M | 450k | 32.59 | |
| Envision Healthcare | 2.4 | $13M | 279k | 44.95 | |
| Comcast Corporation (CMCSA) | 2.2 | $12M | 300k | 38.48 | |
| Zayo Group Hldgs | 1.0 | $5.5M | 160k | 34.42 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.7 | $3.6M | 10k | 363.40 | |
| Liberty Ventures - Ser A | 0.5 | $2.9M | 50k | 57.56 |
