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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 Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-13) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
L3HARRIS TECHNOLOGIES INC    (COM) 27,624,000 132,400 17.07%
LKQ CORP    (COM) LKQX 26,045,000 828,152 16.09%
LIBERTY MEDIA CORP DELAWARE    (COM SER C FRMLA) LMCK 21,822,000 524,683 13.48%
EQUIFAX INC    (COM) EFX 21,110,000 150,070 13.04%
GODADDY INC    (CL A) GDDY 20,540,000 311,299 12.69%
VONAGE HLDGS CORP    (COM) VG 17,110,000 1,514,154 10.57%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 14,297,000 83,900 8.83%
UNIVAR SOLUTIONS INC    (COM) 13,276,000 639,480 8.20%


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MAJOR GURUS:
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