Sheffield Asset Management as of Dec. 31, 2016
Portfolio Holdings for Sheffield Asset Management
Sheffield Asset Management holds 13 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 12.1 | $45M | 180k | 248.96 | |
| Tenaris (TS) | 11.7 | $43M | 1.2M | 35.71 | |
| AmerisourceBergen (COR) | 11.3 | $42M | 538k | 78.19 | |
| FMC Corporation (FMC) | 10.8 | $40M | 710k | 56.56 | |
| Nomad Foods (NOMD) | 8.8 | $33M | 3.4M | 9.57 | |
| Noble Corp Plc equity | 8.5 | $32M | 5.3M | 5.92 | |
| Atwood Oceanics | 8.2 | $30M | 2.3M | 13.13 | |
| Monsanto Company | 6.5 | $24M | 228k | 105.21 | |
| Open Text Corp (OTEX) | 5.9 | $22M | 356k | 61.81 | |
| Potash Corp. Of Saskatchewan I | 5.2 | $19M | 1.1M | 18.09 | |
| CF Industries Holdings (CF) | 5.2 | $19M | 611k | 31.48 | |
| Cardinal Health (CAH) | 4.8 | $18M | 248k | 71.97 | |
| Cornerstone Ondemand | 0.9 | $3.4M | 81k | 42.31 |
