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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

CLEARFIELD CAPITAL MANAGEMENT LP INSTITUTION : CLEARFIELD CAPITAL MANAGEMENT LP
CLEARFIELD CAPITAL MANAGEMENT LP Buys/Sells In Portfolio (reported on 2020-02-12)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
GS ACQUISITION HLDGS CORP    (COM C324,5000
New Buy
New Buy
FAIR ISAAC CORP    (COM)FIC43,6580
New Buy
New Buy
WABTEC CORP    (COM)WAB184,0000
New Buy
New Buy
SQUARE INC    (CL A)448,3000
New Buy
New Buy
INSPERITY INC    (COM)NSP369,1460
New Buy
New Buy
AGILENT TECHNOLOGIES INC    (COM)A284,4320
New Buy
New Buy
ALCON INC    (ORD SHS)179,800132,400
Added47,400
35.80%
GODADDY INC    (CL A)GDDY346,499311,299
Added35,200
11.30%
UNIVAR SOLUTIONS INC    (COM)652,291639,480
Added12,811
2.00%
LKQ CORP    (COM)LKQX829,952828,152
Added1,800
0.21%
MOTOROLA SOLUTIONS INC    (COM NEW)MSI82,90083,900
Reduced1,000
1.19%
LIBERTY MEDIA CORP DELAWARE    (COMLMCK345,758524,683
Reduced178,925
34.10%
EQUIFAX INC    (COM)EFX0150,070
Sold Out
Sold Out
VONAGE HLDGS CORP    (COM)VG01,514,154
Sold Out
Sold Out
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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