Clearfield Capital Management as of Sept. 30, 2019
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 8 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| L3harris Technologies (LHX) | 17.1 | $28M | 132k | 208.64 | |
| LKQ Corporation (LKQ) | 16.1 | $26M | 828k | 31.45 | |
| Liberty Media Corp Series C Li | 13.5 | $22M | 525k | 41.59 | |
| Equifax (EFX) | 13.1 | $21M | 150k | 140.67 | |
| Godaddy Inc cl a (GDDY) | 12.7 | $21M | 311k | 65.98 | |
| Vonage Holdings | 10.6 | $17M | 1.5M | 11.30 | |
| Motorola Solutions (MSI) | 8.8 | $14M | 84k | 170.41 | |
| Univar | 8.2 | $13M | 640k | 20.76 |
