Freshford Capital Management as of March 31, 2026
Portfolio Holdings for Freshford Capital Management
Freshford Capital Management holds 19 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 13.6 | $27M | 26k | 1067.54 | |
| Amazon (AMZN) | 9.1 | $18M | 87k | 208.27 | |
| Canadian Pacific Kansas City (CP) | 7.5 | $15M | 190k | 78.66 | |
| 10x Genomics Cl A Com (TXG) | 7.1 | $14M | 673k | 21.23 | |
| Applovin Corp Com Cl A (APP) | 6.5 | $13M | 33k | 398.00 | |
| Twist Bioscience Corp (TWST) | 6.1 | $12M | 259k | 47.52 | |
| Uber Technologies (UBER) | 6.0 | $12M | 168k | 71.93 | |
| Take-Two Interactive Software (TTWO) | 5.8 | $12M | 59k | 197.50 | |
| Mercury Computer Systems (MRCY) | 5.6 | $11M | 154k | 72.91 | |
| Caci Intl Cl A (CACI) | 5.5 | $11M | 20k | 543.87 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $11M | 37k | 287.56 | |
| Iqvia Holdings (IQV) | 4.8 | $9.6M | 56k | 170.54 | |
| Godaddy Cl A (GDDY) | 4.5 | $9.0M | 109k | 82.67 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 4.1 | $8.1M | 191k | 42.70 | |
| Vertex Cl A (VERX) | 3.4 | $6.7M | 566k | 11.89 | |
| Nextdecade Corp (NEXT) | 2.1 | $4.2M | 551k | 7.66 | |
| Standardaero (SARO) | 1.3 | $2.6M | 100k | 25.83 | |
| Staar Surgical Com Par $0.01 (STAA) | 1.2 | $2.3M | 125k | 18.70 | |
| Insperity (NSP) | 0.6 | $1.2M | 45k | 27.04 |
