Freshford Capital Management as of Dec. 31, 2017
Portfolio Holdings for Freshford Capital Management
Freshford Capital Management holds 20 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellation Brands (STZ) | 11.8 | $64M | 280k | 228.57 | |
| Shutterfly | 11.6 | $63M | 1.3M | 49.75 | |
| Akamai Technologies (AKAM) | 9.8 | $53M | 815k | 65.04 | |
| Air Products & Chemicals (APD) | 8.9 | $48M | 295k | 164.08 | |
| Acadia Healthcare (ACHC) | 5.9 | $32M | 976k | 32.63 | |
| Western Digital (WDC) | 5.5 | $30M | 375k | 79.53 | |
| ViaSat (VSAT) | 5.5 | $30M | 397k | 74.85 | |
| Cheniere Energy (LNG) | 5.4 | $29M | 545k | 53.84 | |
| Calavo Growers (CVGW) | 5.1 | $28M | 327k | 84.40 | |
| Fox News | 4.3 | $23M | 686k | 34.12 | |
| Comcast Corporation (CMCSA) | 4.1 | $22M | 550k | 40.05 | |
| Dell Technologies Inc Class V equity | 3.9 | $21M | 258k | 81.28 | |
| Liberty Broadband Corporation (LBRDA) | 3.8 | $20M | 239k | 85.05 | |
| Yum! Brands (YUM) | 3.4 | $19M | 229k | 81.61 | |
| Jack in the Box (JACK) | 3.3 | $18M | 181k | 98.11 | |
| Welbilt | 2.9 | $16M | 674k | 23.51 | |
| Activision Blizzard | 2.6 | $14M | 224k | 63.32 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.2 | $6.3M | 159k | 39.66 | |
| Sunopta (STKL) | 0.9 | $4.9M | 629k | 7.75 | |
| Blackbaud (BLKB) | 0.3 | $1.6M | 17k | 94.52 |
