Clearfield Capital Management as of March 31, 2020
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 9 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Agilent Technologies Inc C ommon (A) | 15.2 | $23M | 314k | 71.62 | |
| Fidelity National Information Services (FIS) | 15.0 | $22M | 182k | 121.64 | |
| LKQ Corporation (LKQ) | 13.0 | $19M | 939k | 20.51 | |
| Iaa | 12.7 | $19M | 625k | 29.96 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 10.8 | $16M | 400k | 40.03 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 10.2 | $15M | 35k | 436.32 | |
| Axalta Coating Sys (AXTA) | 8.2 | $12M | 700k | 17.27 | |
| Liberty Media Corp Series C Li | 7.6 | $11M | 410k | 27.23 | |
| Wendy's/arby's Group (WEN) | 7.3 | $11M | 724k | 14.88 |
