Clearfield Capital Management as of March 31, 2023
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 4 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Us Foods Hldg Corp call (USFD) | 37.5 | $24M | 650k | 36.94 | |
| Frontier Communications Pare (FYBR) | 25.4 | $16M | 714k | 22.77 | |
| Ferguson SHS | 24.5 | $16M | 118k | 133.75 | |
| Fidelity National Information Services (FIS) | 12.7 | $8.1M | 150k | 54.33 |
