Clearfield Capital Management as of March 31, 2021
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 9 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Flavors & Fragrances (IFF) | 35.7 | $94M | 671k | 139.61 | |
| Expedia Group Com New (EXPE) | 11.4 | $30M | 174k | 172.12 | |
| Adient Ord Shs (ADNT) | 10.6 | $28M | 629k | 44.20 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 9.4 | $25M | 892k | 27.75 | |
| ACI Worldwide (ACIW) | 9.0 | $24M | 621k | 38.05 | |
| Bloomin Brands (BLMN) | 8.7 | $23M | 845k | 27.05 | |
| Us Foods Hldg Corp call (USFD) | 6.3 | $17M | 434k | 38.12 | |
| DineEquity (DIN) | 6.0 | $16M | 176k | 90.03 | |
| Performance Food (PFGC) | 2.9 | $7.5M | 131k | 57.61 |
