Clearfield Capital Management as of Dec. 31, 2022
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 5 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Us Foods Hldg Corp call (USFD) | 30.7 | $21M | 624k | 34.02 | |
| Ferguson SHS (FERG) | 23.0 | $16M | 125k | 126.97 | |
| Fidelity National Information Services (FIS) | 18.7 | $13M | 190k | 67.85 | |
| Frontier Communications Pare (FYBR) | 17.9 | $12M | 484k | 25.48 | |
| Bright Horizons Fam Sol In D (BFAM) | 9.8 | $6.7M | 107k | 63.10 |
