Freshford Capital Management as of March 31, 2025
Portfolio Holdings for Freshford Capital Management
Freshford Capital Management holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zoetis Cl A (ZTS) | 10.5 | $38M | 233k | 164.65 | |
| Workday Cl A (WDAY) | 9.8 | $36M | 154k | 233.53 | |
| Godaddy Cl A (GDDY) | 9.3 | $34M | 189k | 180.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.2 | $34M | 219k | 154.64 | |
| Atlanta Braves Holdings Inc Ser C Com Ser C (BATRK) | 8.3 | $30M | 761k | 40.01 | |
| Amazon (AMZN) | 8.2 | $30M | 158k | 190.26 | |
| Trimble Navigation (TRMB) | 8.1 | $30M | 452k | 65.65 | |
| Pinterest Cl A (PINS) | 6.5 | $24M | 772k | 31.00 | |
| Equifax (EFX) | 5.8 | $21M | 88k | 243.56 | |
| Applovin Corp Com Cl A (APP) | 5.0 | $19M | 70k | 264.97 | |
| Canadian Pacific Kansas City (CP) | 4.8 | $18M | 252k | 70.21 | |
| Akamai Technologies (AKAM) | 4.6 | $17M | 211k | 80.50 | |
| Caci Intl Cl A (CACI) | 3.4 | $13M | 34k | 366.92 | |
| Cameco Corporation (CCJ) | 2.8 | $10M | 253k | 41.16 | |
| Rapid7 (RPD) | 2.6 | $9.5M | 358k | 26.51 | |
| Trupanion Put Option (TRUP) | 1.0 | $3.7M | 100k | 37.27 |
