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 |