Clearfield Capital Management as of Dec. 31, 2020
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 9 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Flavors & Fragrances (IFF) | 36.2 | $73M | 671k | 108.84 | |
| Expedia Group Com New (EXPE) | 14.0 | $28M | 213k | 132.40 | |
| LKQ Corporation (LKQ) | 13.3 | $27M | 763k | 35.24 | |
| ACI Worldwide (ACIW) | 13.1 | $26M | 686k | 38.43 | |
| Us Foods Hldg Corp call (USFD) | 10.3 | $21M | 621k | 33.31 | |
| DineEquity (DIN) | 5.7 | $11M | 197k | 58.00 | |
| Performance Food (PFGC) | 4.3 | $8.8M | 184k | 47.61 | |
| Bloomin Brands (BLMN) | 2.1 | $4.3M | 220k | 19.42 | |
| Iac Interactive Ord | 1.1 | $2.1M | 11k | 189.31 |
