Clearfield Capital Management

Clearfield Capital Management as of June 30, 2018

Portfolio Holdings for Clearfield Capital Management

Clearfield Capital Management holds 21 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sherwin-Williams Company (SHW) 12.1 $48M 117k 407.57
Northrop Grumman Corporation (NOC) 11.1 $44M 143k 307.70
Us Foods Hldg Corp call (USFD) 7.8 $31M 808k 37.82
Godaddy Inc cl a (GDDY) 6.8 $27M 380k 70.60
H.B. Fuller Company (FUL) 6.7 $27M 493k 53.68
Lpl Financial Holdings (LPLA) 6.5 $26M 391k 65.54
TransDigm Group Incorporated (TDG) 5.7 $22M 65k 345.15
Summit Matls Inc cl a (SUM) 5.0 $20M 754k 26.25
Visa (V) 5.0 $20M 148k 132.45
Delphi Automotive Inc international (APTV) 4.6 $18M 196k 91.63
MGM Resorts International. (MGM) 3.8 $15M 510k 29.03
Bio-Rad Laboratories (BIO) 3.7 $15M 51k 288.53
Verisk Analytics (VRSK) 3.7 $15M 135k 107.64
Cott Corp 3.5 $14M 828k 16.55
At Home Group 3.3 $13M 330k 39.15
Aramark Hldgs (ARMK) 2.8 $11M 296k 37.10
ConAgra Foods (CAG) 2.6 $10M 290k 35.73
RPM International (RPM) 2.6 $10M 175k 58.32
Paylocity Holding Corporation (PCTY) 1.6 $6.5M 111k 58.86
Ceridian Hcm Hldg (CDAY) 0.8 $3.2M 97k 33.19
Entercom Communications 0.4 $1.7M 225k 7.55