Reported Holdings Of The
Clearfield Capital Management LP
Legal Name: CLEARFIELD CAPITAL MANAGEMENT LP
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
| Security | Shares Held / Principal Amount | Market Value | Option |
|---|---|---|---|
| ELANCO ANIMAL HEALTH (28414H103) | 825,683 | $27,908k | |
| AXALTA COATING SYS LTD (G0750C108) | 790,467 | $23,532k | |
| EQUIFAX INC (294429105) | 161,100 | $21,787k | |
| IAA INC (449253103) | 500,000 | $19,390k | |
| VONAGE HLDGS CORP (92886T201) | 1,469,154 | $16,646k | |
| GODADDY INC (380237107) | 233,499 | $16,380k | |
| LIBERTY MEDIA (531229854) | 409,583 | $15,323k | |
| Univar Inc (91336L107) | 663,380 | $14,621k | |
| Papa Johns Intl Inc (698813102) | 311,890 | $13,948k | |
| CONAGRA BRANDS INC (205887102) | 429,461 | $11,389k | |
| FAIR ISAAC INC (303250104) | 24,458 | $7,680k |