Clearfield Capital Management as of Sept. 30, 2018
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 14 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Northrop Grumman Corporation (NOC) | 14.6 | $51M | 160k | 317.37 | |
| TransDigm Group Incorporated (TDG) | 13.9 | $49M | 130k | 372.30 | |
| Aramark Hldgs (ARMK) | 8.0 | $28M | 646k | 43.02 | |
| Godaddy Inc cl a (GDDY) | 7.8 | $27M | 329k | 83.39 | |
| Delphi Automotive Inc international (APTV) | 6.6 | $23M | 275k | 83.90 | |
| Lpl Financial Holdings (LPLA) | 6.4 | $22M | 345k | 64.51 | |
| Equifax (EFX) | 6.4 | $22M | 170k | 130.57 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.3 | $22M | 68k | 325.88 | |
| Thomson Reuters Corp | 6.3 | $22M | 480k | 45.68 | |
| Visa (V) | 5.9 | $21M | 137k | 150.09 | |
| Us Foods Hldg Corp call (USFD) | 4.8 | $17M | 546k | 30.82 | |
| Cott Corp | 4.6 | $16M | 1.0M | 16.15 | |
| Owens Corning (OC) | 4.2 | $15M | 270k | 54.27 | |
| Paylocity Holding Corporation (PCTY) | 4.2 | $15M | 180k | 80.32 |
