Investor Details
| Filer Name: | FRESHFORD CAPITAL MANAGEMENT, LLC |
|---|---|
| CIK: | 1459270 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 16 |
| Portfolio Value: | $0.35B |
Freshford Capital Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| GDDY | US | GODADDY INC - CLASS A | 195,795 | $39M | 11.02% | -12.0% | - |
| GOOGL | US | ALPHABET INC-CL A | 204,200 | $39M | 11.02% | 100.0% | - |
| TRMB | US | TRIMBLE INC | 523,280 | $37M | 10.54% | -31.4% | - |
| BATRK | US | ATLANTA BRAVES HOLDINGS IN-C | 774,416 | $30M | 8.45% | -4.9% | - |
| AMZN | US | AMAZON.COM INC | 132,348 | $29M | 8.28% | -2.3% | - |
| WDAY | US | WORKDAY INC-CLASS A | 111,788 | $29M | 8.22% | 100.0% | - |
| ZTS | US | ZOETIS INC | 150,438 | $25M | 6.99% | 57.7% | - |
| EFX | US | EQUIFAX INC | 76,505 | $19M | 5.56% | 100.0% | - |
| CP | US | CANADIAN PACIFIC KANSAS CITY | 237,422 | $17M | 4.90% | 100.0% | - |
| IAC | US | IAC INC | 342,715 | $15M | 4.22% | -69.9% | - |
| PINS | US | PINTEREST INC- CLASS A | 502,374 | $15M | 4.15% | 100.0% | - |
| RPD | US | RAPID7 INC | 357,524 | $14M | 4.10% | -73.3% | - |
| WEX | US | WEX INC | 71,499 | $13M | 3.57% | -62.7% | - |
| NARI | US | INARI MEDICAL INC | 216,599 | $11M | 3.15% | 100.0% | - |
| BRKR | US | BRUKER CORP | 183,574 | $11M | 3.07% | 100.0% | - |
| TRUP | US | TRUPANION INC | 200,000 | $10M | 2.75% | 100.0% | Put |