Clearfield Capital Management as of March 31, 2018
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 15 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Northrop Grumman Corporation (NOC) | 11.3 | $44M | 125k | 349.12 | |
| TransDigm Group Incorporated (TDG) | 11.0 | $43M | 139k | 306.94 | |
| Sherwin-Williams Company (SHW) | 10.8 | $42M | 106k | 392.12 | |
| Us Foods Hldg Corp call (USFD) | 7.9 | $31M | 931k | 32.77 | |
| Bio-Rad Laboratories (BIO) | 7.7 | $30M | 118k | 250.08 | |
| Verisk Analytics (VRSK) | 7.3 | $28M | 271k | 104.00 | |
| Godaddy Inc cl a (GDDY) | 6.7 | $26M | 420k | 61.42 | |
| MGM Resorts International. (MGM) | 6.6 | $26M | 729k | 35.02 | |
| Visa (V) | 5.3 | $20M | 170k | 119.62 | |
| Summit Matls Inc cl a (SUM) | 5.2 | $20M | 664k | 30.28 | |
| Delphi Automotive Inc international (APTV) | 5.2 | $20M | 236k | 84.97 | |
| Pinnacle Foods Inc De | 5.1 | $20M | 363k | 54.10 | |
| Lpl Financial Holdings (LPLA) | 4.6 | $18M | 289k | 61.07 | |
| Liberty Media Corp Series C Li | 3.9 | $15M | 486k | 30.85 | |
| Entercom Communications | 1.5 | $5.7M | 589k | 9.65 |
