Freshford Capital Management as of June 30, 2025
Portfolio Holdings for Freshford Capital Management
Freshford Capital Management holds 19 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 9.8 | $43M | 177k | 240.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.3 | $40M | 227k | 176.23 | |
| Pinterest Cl A (PINS) | 8.9 | $38M | 1.1M | 35.86 | |
| Trimble Navigation (TRMB) | 8.1 | $35M | 459k | 75.98 | |
| Fiserv (FI) | 7.3 | $31M | 182k | 172.41 | |
| Cameco Corporation (CCJ) | 6.9 | $30M | 404k | 74.23 | |
| Applovin Corp Com Cl A (APP) | 6.3 | $27M | 78k | 350.08 | |
| Canadian Pacific Kansas City (CP) | 6.1 | $26M | 333k | 79.27 | |
| Godaddy Cl A (GDDY) | 5.9 | $26M | 142k | 180.06 | |
| Caci Intl Cl A (CACI) | 5.9 | $25M | 53k | 476.70 | |
| Fair Isaac Corporation (FICO) | 5.1 | $22M | 12k | 1827.96 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 4.3 | $19M | 395k | 46.77 | |
| Equifax (EFX) | 4.1 | $18M | 68k | 259.37 | |
| Akamai Technologies (AKAM) | 3.0 | $13M | 164k | 79.76 | |
| Zoetis Cl A (ZTS) | 3.0 | $13M | 83k | 155.95 | |
| Nexgen Energy (NXE) | 1.8 | $7.8M | 1.1M | 6.94 | |
| Uber Technologies (UBER) | 1.7 | $7.4M | 80k | 93.30 | |
| Trupanion Put Option (TRUP) | 1.3 | $5.5M | 100k | 55.35 | |
| Ur-energy (URG) | 1.2 | $5.3M | 5.0M | 1.05 |
