Sheffield Asset Management as of Sept. 30, 2017
Portfolio Holdings for Sheffield Asset Management
Sheffield Asset Management holds 13 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tableau Software Inc Cl A | 17.5 | $45M | 597k | 74.89 | |
| Cornerstone Ondemand | 13.1 | $34M | 826k | 40.61 | |
| Acuity Brands (AYI) | 11.5 | $30M | 172k | 171.28 | |
| Tenaris (TS) | 11.0 | $28M | 999k | 28.31 | |
| Nomad Foods (NOMD) | 8.9 | $23M | 1.6M | 14.57 | |
| Vistaoutdoor (VSTO) | 8.6 | $22M | 958k | 22.94 | |
| Ensco Plc Shs Class A | 7.1 | $18M | 3.0M | 5.97 | |
| Nutanix Inc cl a (NTNX) | 6.2 | $16M | 714k | 22.39 | |
| Transocean (RIG) | 4.2 | $11M | 1.0M | 10.76 | |
| Intrepid Potash | 3.5 | $8.9M | 2.1M | 4.36 | |
| Tempur-Pedic International (TPX) | 3.5 | $8.9M | 137k | 64.52 | |
| Sportsmans Whse Hldgs (SPWH) | 3.1 | $8.0M | 1.8M | 4.51 | |
| Diamond Offshore Drilling | 1.8 | $4.6M | 315k | 14.50 |
