Clearfield Capital Management as of June 30, 2019
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 11 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elanco Animal Health (ELAN) | 14.8 | $28M | 826k | 33.80 | |
| Axalta Coating Sys (AXTA) | 12.5 | $24M | 791k | 29.77 | |
| Equifax (EFX) | 11.6 | $22M | 161k | 135.24 | |
| Iaa | 10.3 | $19M | 500k | 38.78 | |
| Vonage Holdings | 8.8 | $17M | 1.5M | 11.33 | |
| Godaddy Inc cl a (GDDY) | 8.7 | $16M | 234k | 70.15 | |
| Liberty Media Corp Series C Li | 8.1 | $15M | 410k | 37.41 | |
| Univar | 7.8 | $15M | 663k | 22.04 | |
| Papa John's Int'l (PZZA) | 7.4 | $14M | 312k | 44.72 | |
| ConAgra Foods (CAG) | 6.0 | $11M | 430k | 26.52 | |
| Fair Isaac Corporation (FICO) | 4.1 | $7.7M | 25k | 314.01 |
