Clearfield Capital Management as of March 31, 2017
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 17 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Waste Connections (WCN) | 12.3 | $56M | 638k | 88.22 | |
| TransDigm Group Incorporated (TDG) | 9.9 | $45M | 207k | 220.12 | |
| Molson Coors Brewing Company (TAP) | 8.5 | $39M | 407k | 95.71 | |
| TreeHouse Foods (THS) | 7.6 | $35M | 413k | 84.66 | |
| Pinnacle Foods Inc De | 6.7 | $31M | 530k | 57.87 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.6 | $30M | 93k | 327.32 | |
| Mondelez Int (MDLZ) | 6.3 | $29M | 665k | 43.08 | |
| Ihs Markit | 5.9 | $27M | 642k | 41.95 | |
| Us Foods Hldg Corp call (USFD) | 5.8 | $27M | 946k | 27.98 | |
| Ball Corporation (BALL) | 5.3 | $24M | 324k | 74.25 | |
| Buffalo Wild Wings | 5.2 | $24M | 154k | 152.75 | |
| Universal Health Services (UHS) | 4.5 | $21M | 167k | 124.45 | |
| Advance Auto Parts (AAP) | 4.5 | $21M | 140k | 148.25 | |
| Cott Corp | 4.2 | $19M | 1.6M | 12.36 | |
| Envision Healthcare | 3.4 | $16M | 257k | 61.32 | |
| Transunion (TRU) | 1.8 | $8.3M | 216k | 38.35 | |
| Axalta Coating Sys (AXTA) | 1.4 | $6.4M | 200k | 32.20 |
