HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 IAC INC |
1,645,314 | +259,000 | $86,182 |
| IAC | 1,645,314 | +259,000 | $86,182 |
| GODADDY INC |
759,391 | -293,953 | $80,617 |
| GDDY | 759,391 | -293,953 | $80,617 |
| ALPHABET INC |
413,206 | -53,882 | $57,721 |
| GOOGL | 413,206 | -53,882 | $57,721 |
| KBR INC |
966,610 | +344,800 | $53,560 |
| KBR | 966,610 | +344,800 | $53,560 |
| RAPID7 INC |
783,912 | UNCH | $44,761 |
| RPD | 783,912 | UNCH | $44,761 |
| CONSTELLATION BRANDS INC |
165,927 | UNCH | $40,113 |
| STZ | 165,927 | UNCH | $40,113 |
| CHENIERE ENERGY INC |
211,181 | UNCH | $36,051 |
| LNG | 211,181 | UNCH | $36,051 |
| ATLANTA BRAVES HLDGS INC |
762,359 | +350,000 | $30,174 |
| BATRK | 762,359 | +350,000 | $30,174 |
| BAUSCH PLUS LOMB CORP |
1,754,123 | +403,062 | $29,925 |
| BLCO | 1,754,123 | +403,062 | $29,925 |
| BOX INC |
1,016,148 | -298,461 | $26,024 |
| BOX | 1,016,148 | -298,461 | $26,024 |
| WEX INC |
90,540 | UNCH | $17,615 |
| WEX | 90,540 | UNCH | $17,615 |
| 10X GENOMICS INC |
305,798 | +305,798 | $17,112 |
| TXG | 305,798 | +305,798 | $17,112 |
| PREMIER INC |
701,750 | -55,963 | $15,691 |
| PINC | 701,750 | -55,963 | $15,691 |
| HARLEY DAVIDSON INC |
350,988 | -325,773 | $12,930 |
| HOG | 350,988 | -325,773 | $12,930 |
| LIBERTY MEDIA CORP DEL |
198,577 | UNCH | $12,536 |
| FWONK | 198,577 | UNCH | $12,536 |
| ANGI INC |
2,987,412 | -150,000 | $7,439 |
| ANGI | 2,987,412 | -150,000 | $7,439 |
| COMTECH TELECOMMUNICATIONS C |
780,404 | -600,206 | $6,579 |
| CMTL | 780,404 | -600,206 | $6,579 |
 TRUPANION INC |
$-7,628 | ||
| Put | 250,000 | +250,000 | $7,628 |
See Full List: All Stocks Held By Freshford Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Freshford Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $615,158 At 09/30/2023: $601,884 Combined Holding Report Includes:
Freshford Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Freshford Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
