Clearfield Capital Management as of March 31, 2019
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 13 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elanco Animal Health (ELAN) | 14.3 | $40M | 1.2M | 32.07 | |
| ConAgra Foods (CAG) | 13.2 | $37M | 1.3M | 27.74 | |
| Equifax (EFX) | 9.1 | $25M | 213k | 118.50 | |
| Motorola Solutions (MSI) | 8.7 | $24M | 171k | 140.42 | |
| TransDigm Group Incorporated (TDG) | 8.2 | $23M | 50k | 453.98 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.9 | $19M | 55k | 346.91 | |
| Fair Isaac Corporation (FICO) | 6.5 | $18M | 66k | 271.62 | |
| Aramark Hldgs (ARMK) | 6.3 | $17M | 589k | 29.55 | |
| Godaddy Inc cl a (GDDY) | 5.8 | $16M | 216k | 75.19 | |
| Univar | 5.5 | $15M | 685k | 22.16 | |
| Pluralsight Inc Cl A | 5.3 | $15M | 461k | 31.74 | |
| At Home Group | 5.2 | $15M | 811k | 17.86 | |
| Liberty Media Corp Series C Li | 5.0 | $14M | 399k | 35.05 |
