Sheffield Asset Management's Q2-Q3 13F Comparison Reveals Winners and Losers

Sheffield Asset Management, L.L.C. is a leading asset management firm known for its unique investment style and expertise in delivering consistent returns to its clients. The firm's Q2-Q3 13F holdings comparison reveals some interesting insights into its investment strategy, revealing the winners and losers during this period.

CORNERSTONE ONDEMAND INC was one of the most significant holdings of Sheffield Asset Management during this period, with an increase of 1.9% from Q2 to Q3. DRIVE SHACK INC, on the other hand, suffered a loss of 8.1%, despite the company remaining one of the significant holdings of Sheffield Asset Management in Q3.

VONAGE HLDGS CORP, another of Sheffield Asset Management's prominent holdings, reported a gain of 9.8% in Q3, while Sheffield Asset Management's holding in NOMAD FOODS LTD fell by 4%. TALEND S A also witnessed a decline of 10.4% in its value between Q2 and Q3 2019.

OPEN TEXT CORP, one of Sheffield Asset Management's most significant holdings, experienced only a slight drop of 0.9% in its Q3 holdings. ACI WORLDWIDE INC, another key holding of Sheffield Asset Management, experienced a 5.4% drop in its value in Q3.

DAVE & BUSTERS ENTMT INC was a significant loser in Sheffield Asset Management's holdings in Q3 of 2019, suffering a drop of 23.4% compared to its Q2 holdings. COMCAST CORP NEW, another of Sheffield's prominent holdings, showed a healthy growth of 6.6%, whereas holdings in WYNDHAM HOTELS & RESORTS INC reported growth of 10.3% in Q3.

INSTRUCTURE INC holdings fell by 8.9% in Q3, showing Sheffield Asset Management's declining interest and holding in this sector. Notably, TRANSOCEAN LTD faced a considerable loss of 30.2% in value, and SEADRILL LTD's value declined by 49.6% in Q3, making them the significant losers in Sheffield Asset Management's holdings.

BOX INC witnessed the most substantial loss in value, experiencing a 100% loss, with Sheffield Asset Management completely divesting all of its holdings.

In conclusion, Sheffield Asset Management's Q2-Q3 13F comparison reveals a mixed bag of results for the company, with some significant wins and losses in its holdings. Yet, despite the losses, Sheffield Asset Management's investment portfolio remains diverse and resilient, with various holdings showing added value and significant growth. These findings demonstrate Sheffield Asset Management's ability to make strategic decisions and adjust its investment portfolio accordingly to maximize returns for its clients.