Freshford Capital Management, LLC Portfolio Holdings by Sector

Freshford Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology GDDY RPD WEX 3 stocks	$137,525 26.6% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services IAC GOOGL 2 stocks	$128,832 24.92% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$58,535 11.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$49,161 9.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials KBR 1 stocks	$39,895 7.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$36,670 7.09% of portfolio	-	1	-	-	0 Calls 1 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$30,216 5.84% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB 1 stocks	$25,563 4.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ALIT 1 stocks	$8,111 1.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BLCO 1 stocks	$2,472 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts

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