Freshford Capital Management as of Dec. 31, 2019
Portfolio Holdings for Freshford Capital Management
Freshford Capital Management holds 17 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Resideo Technologies (REZI) | 11.5 | $65M | 5.5M | 11.93 | |
| Covetrus | 11.4 | $64M | 4.9M | 13.20 | |
| Air Products & Chemicals (APD) | 9.2 | $52M | 221k | 234.99 | |
| Cheniere Energy (LNG) | 8.8 | $50M | 818k | 61.07 | |
| Post Holdings Inc Common (POST) | 8.4 | $48M | 435k | 109.10 | |
| Zimmer Holdings (ZBH) | 6.8 | $38M | 257k | 149.66 | |
| Cerner Corporation | 6.0 | $34M | 465k | 73.40 | |
| Comcast Corporation (CMCSA) | 5.4 | $30M | 677k | 44.97 | |
| Liberty Broadband Corporation (LBRDA) | 5.2 | $30M | 238k | 124.54 | |
| Hmh Holdings | 5.1 | $29M | 4.6M | 6.25 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.0 | $23M | 47k | 485.09 | |
| Perspecta | 3.7 | $21M | 801k | 26.44 | |
| Activision Blizzard | 3.5 | $20M | 332k | 59.42 | |
| Valvoline Inc Common (VVV) | 3.4 | $19M | 896k | 21.41 | |
| Liberty Media Corp Series C Li | 3.3 | $19M | 408k | 45.97 | |
| Fox Corporation (FOX) | 3.2 | $18M | 506k | 36.40 | |
| Acadia Healthcare (ACHC) | 1.2 | $6.6M | 198k | 33.25 |
