Clearfield Capital Management as of Dec. 31, 2018
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 10 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 19.7 | $40M | 118k | 340.06 | |
| Motorola Solutions (MSI) | 15.7 | $32M | 278k | 115.04 | |
| Godaddy Inc cl a (GDDY) | 14.7 | $30M | 455k | 65.62 | |
| Thomson Reuters Corp | 11.7 | $24M | 492k | 48.31 | |
| Sherwin-Williams Company (SHW) | 11.4 | $23M | 59k | 393.45 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 11.0 | $22M | 79k | 284.97 | |
| Cott Corp | 6.5 | $13M | 950k | 13.94 | |
| New York Times Company (NYT) | 5.2 | $11M | 471k | 22.29 | |
| Us Foods Hldg Corp call (USFD) | 3.2 | $6.6M | 208k | 31.64 | |
| Zayo Group Hldgs | 1.1 | $2.2M | 95k | 22.84 |
