Freshford Capital Management, LLC Portfolio Holdings by Sector
Freshford Capital Management, LLC
- $304 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
GOOGL IAC PINS 3 stocks |
$68,007
22.38% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
GDDY RPD WEX 3 stocks |
$65,562
21.57% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
TRMB 1 stocks |
$36,974
12.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$29,035
9.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
WDAY 1 stocks |
$28,844
9.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$24,510
8.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
NARI BRKR 2 stocks |
$21,818
7.18% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consulting Services | Industrials
EFX 1 stocks |
$19,497
6.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
TRUP 1 stocks |
$9,640
3.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
1
Puts
|