Clearfield Capital Management as of Sept. 30, 2020
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 13 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| LKQ Corporation (LKQ) | 15.2 | $29M | 1.0M | 27.73 | |
| Expedia Group Com New (EXPE) | 14.2 | $27M | 295k | 91.69 | |
| Ppd | 13.0 | $25M | 672k | 36.99 | |
| Churchill Cap Corp Iii | 12.9 | $25M | 2.4M | 10.25 | |
| ACI Worldwide (ACIW) | 9.8 | $19M | 717k | 26.13 | |
| Wabtec Corporation (WAB) | 9.4 | $18M | 290k | 61.88 | |
| Us Foods Hldg Corp call (USFD) | 7.8 | $15M | 670k | 22.22 | |
| Shake Shack Cl A (SHAK) | 5.3 | $10M | 156k | 64.48 | |
| Euronet Worldwide (EEFT) | 5.2 | $10M | 110k | 91.10 | |
| Iac Interactive Ord | 3.9 | $7.5M | 63k | 119.78 | |
| Angi Homeservices Com Cl A (ANGI) | 2.6 | $5.1M | 456k | 11.09 | |
| Churchill Cap Corp Iii *w Exp 03/01/202 | 0.5 | $1.0M | 521k | 2.00 | |
| Churchill Cap Corp Iii Unit 03/01/2027 | 0.1 | $110k | 11k | 10.52 |
