Clearfield Capital Management as of June 30, 2020
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 9 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ppd | 19.5 | $36M | 1.4M | 26.80 | |
| LKQ Corporation (LKQ) | 17.2 | $32M | 1.2M | 26.20 | |
| Wendy's/arby's Group (WEN) | 13.1 | $24M | 1.1M | 21.78 | |
| Elanco Animal Health (ELAN) | 11.1 | $21M | 963k | 21.45 | |
| Shake Shack Cl A (SHAK) | 9.8 | $18M | 342k | 52.98 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 9.6 | $18M | 325k | 54.63 | |
| Anaplan | 8.3 | $15M | 338k | 45.31 | |
| Angi Homeservices Com Cl A (ANGI) | 7.5 | $14M | 1.2M | 12.15 | |
| Cardlytics (CDLX) | 3.9 | $7.3M | 104k | 69.98 |
