Sheffield Asset Management as of Dec. 31, 2017
Portfolio Holdings for Sheffield Asset Management
Sheffield Asset Management holds 18 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tableau Software Inc Cl A | 15.2 | $39M | 561k | 69.20 | |
| Cornerstone Ondemand | 12.2 | $31M | 885k | 35.33 | |
| Nomad Foods (NOMD) | 9.7 | $25M | 1.5M | 16.91 | |
| Ensco Plc Shs Class A | 6.6 | $17M | 2.9M | 5.91 | |
| Tenaris (TS) | 6.0 | $16M | 485k | 31.86 | |
| Nutanix Inc cl a (NTNX) | 6.0 | $15M | 438k | 35.28 | |
| Tempur-Pedic International (TPX) | 5.7 | $15M | 233k | 62.69 | |
| CarMax (KMX) | 5.6 | $14M | 224k | 64.13 | |
| TreeHouse Foods (THS) | 5.4 | $14M | 281k | 49.46 | |
| MicroStrategy Incorporated (MSTR) | 4.6 | $12M | 90k | 131.30 | |
| Transocean (RIG) | 3.9 | $10M | 940k | 10.68 | |
| Vistaoutdoor (VSTO) | 3.5 | $9.1M | 621k | 14.57 | |
| Time Warner | 3.4 | $8.8M | 96k | 91.47 | |
| Smith & Wesson Holding Corpora | 3.1 | $8.0M | 623k | 12.84 | |
| Open Text Corp (OTEX) | 2.7 | $6.9M | 194k | 35.67 | |
| Diamond Offshore Drilling | 2.1 | $5.5M | 296k | 18.59 | |
| MasTec (MTZ) | 1.9 | $4.9M | 100k | 48.95 | |
| Sportsmans Whse Hldgs (SPWH) | 1.9 | $4.9M | 739k | 6.61 |
