Clearfield Capital Management as of Dec. 31, 2016
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 12 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ball Corporation (BALL) | 13.9 | $65M | 859k | 75.07 | |
| Sherwin-Williams Company (SHW) | 13.0 | $61M | 225k | 268.74 | |
| TransDigm Group Incorporated (TDG) | 10.8 | $50M | 202k | 248.96 | |
| Waste Connections (WCN) | 10.8 | $50M | 638k | 78.59 | |
| Advance Auto Parts (AAP) | 9.6 | $45M | 265k | 169.12 | |
| Molson Coors Brewing Company (TAP) | 8.5 | $40M | 407k | 97.31 | |
| Pinnacle Foods Inc De | 8.3 | $39M | 721k | 53.45 | |
| Mondelez Int (MDLZ) | 7.8 | $36M | 815k | 44.33 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.5 | $35M | 121k | 287.92 | |
| TreeHouse Foods (THS) | 6.1 | $28M | 393k | 72.19 | |
| Ihs Markit | 1.9 | $8.7M | 245k | 35.41 | |
| Air Products & Chemicals (APD) | 1.8 | $8.6M | 60k | 143.82 |
