Freshford Capital Management

Freshford Capital Management as of March 31, 2017

Portfolio Holdings for Freshford Capital Management

Freshford Capital Management holds 18 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Constellation Brands (STZ) 15.0 $41M 255k 162.07
Advisory Board Company 13.3 $37M 779k 46.80
Air Products & Chemicals (APD) 9.6 $26M 195k 135.29
Welbilt 7.5 $21M 1.0M 19.63
Lions Gate Entmnt Corp cl b non vtg (LGF.B) 6.2 $17M 700k 24.38
Dell Technologies Inc Class V equity 5.9 $16M 251k 64.08
Verint Systems (VRNT) 5.8 $16M 370k 43.37
Marathon Petroleum Corp (MPC) 5.3 $15M 291k 50.54
Armstrong Flooring (AFIIQ) 4.8 $13M 719k 18.42
Yum! Brands (YUM) 4.6 $13M 199k 63.90
Fox News 4.2 $12M 366k 31.78
NetScout Systems (NTCT) 4.1 $11M 297k 37.95
Shutterfly 3.6 $10M 207k 48.29
Whole Foods Market 3.4 $9.4M 315k 29.72
Liberty Media Corp Delaware Com C Siriusxm 2.7 $7.4M 190k 38.78
Lci Industries (LCII) 1.8 $5.0M 50k 99.80
Pandora Media 1.2 $3.4M 288k 11.81
Activision Blizzard 0.9 $2.5M 50k 49.86