Clearfield Capital Management as of Dec. 31, 2019
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 12 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Insperity (NSP) | 14.0 | $32M | 369k | 86.04 | |
| LKQ Corporation (LKQ) | 13.1 | $30M | 830k | 35.70 | |
| Square Inc cl a (XYZ) | 12.4 | $28M | 448k | 62.56 | |
| Agilent Technologies Inc C ommon (A) | 10.7 | $24M | 284k | 85.31 | |
| Godaddy Inc cl a (GDDY) | 10.4 | $24M | 347k | 67.92 | |
| Fair Isaac Corporation (FICO) | 7.2 | $16M | 44k | 374.69 | |
| Liberty Media Corp Series C Li | 7.0 | $16M | 346k | 45.97 | |
| Univar | 7.0 | $16M | 652k | 24.24 | |
| Wabtec Corporation (WAB) | 6.3 | $14M | 184k | 77.80 | |
| Motorola Solutions (MSI) | 5.9 | $13M | 83k | 161.15 | |
| Alcon (ALC) | 4.5 | $10M | 180k | 56.57 | |
| Gs Acquisition Holdings Cl A Ord | 1.6 | $3.6M | 325k | 11.03 |
