Clearfield Capital Management as of Dec. 31, 2017
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 18 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AutoZone (AZO) | 15.2 | $82M | 115k | 711.36 | |
| Sherwin-Williams Company (SHW) | 9.1 | $49M | 119k | 410.04 | |
| Northrop Grumman Corporation (NOC) | 8.6 | $46M | 150k | 306.91 | |
| Republic Services (RSG) | 8.2 | $44M | 652k | 67.61 | |
| Us Foods Hldg Corp call (USFD) | 7.2 | $39M | 1.2M | 31.93 | |
| Vantiv Inc Cl A | 5.9 | $32M | 430k | 73.55 | |
| DST Systems | 5.6 | $30M | 487k | 62.07 | |
| Godaddy Inc cl a (GDDY) | 5.5 | $30M | 589k | 50.28 | |
| Cdk Global Inc equities | 5.5 | $29M | 410k | 71.28 | |
| Bio-Rad Laboratories (BIO) | 5.3 | $29M | 120k | 238.67 | |
| Visa (V) | 5.3 | $29M | 250k | 114.02 | |
| TransDigm Group Incorporated (TDG) | 5.1 | $28M | 100k | 274.62 | |
| MGM Resorts International. (MGM) | 4.7 | $25M | 750k | 33.39 | |
| Liberty Media Corp Series C Li | 3.7 | $20M | 575k | 34.16 | |
| Verisk Analytics (VRSK) | 1.8 | $9.5M | 99k | 96.00 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.4 | $7.3M | 22k | 335.94 | |
| Anheuser-Busch InBev NV (BUD) | 0.9 | $5.0M | 45k | 111.56 | |
| Liberty Ventures - Ser A | 0.9 | $5.0M | 92k | 54.24 |
