CLEARFIELD CAPITAL MANAGEMENT LP - Q2 2018 holdings

$394 Million is the total value of CLEARFIELD CAPITAL MANAGEMENT LP's 22 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .

 Value Shares↓ Weighting
PF ExitPINNACLE FOODS INC DELcall$0-126,900
-100.0%
-1.78%
PF ExitPINNACLE FOODS INC DEL$0-235,667
-100.0%
-3.30%
FWONK ExitLIBERTY MEDIA CORP DELAWARE$0-486,392
-100.0%
-3.89%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-08-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
US FOODS HLDG CORP17Q3 202348.4%
TRANSDIGM GROUP INC14Q1 201919.7%
CHARTER COMMUNICATIONS INC N11Q1 202011.0%
GODADDY INC10Q4 201914.7%
FRONTIER COMMUNICATIONS PARE9Q2 202337.8%
ADIENT PLC7Q3 202227.6%
LKQ CORP7Q2 202317.2%
SHERWIN WILLIAMS CO7Q4 201813.0%
ADVANCE AUTO PARTS INC7Q3 201714.9%
LIBERTY MEDIA CORP DELAWARE7Q1 202013.5%

View CLEARFIELD CAPITAL MANAGEMENT LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-14
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-12
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-12
42022-05-17
13F-HR2022-05-13

View CLEARFIELD CAPITAL MANAGEMENT LP's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (394375000.0 != 394373000.0)

Export CLEARFIELD CAPITAL MANAGEMENT LP's holdings