Freshford Capital Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $377 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Workday, Inc. with a value of $42.5M, Alphabet Inc. with a value of $40M, Trimble Inc. with a value of $34.9M, Cameco Corp with a value of $30M, and App Lovin Corp with a value of $27.3M.

Examining the 13F form we can see an increase of $54M in the current position value, from $323M to 377M.

Freshford Capital Management, LLC is based out at Rye Brook, NY

Below you can find more details about Freshford Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $377 Million
Technology: $220 Million
Communication Services: $78.2 Million
Energy: $43 Million
Industrials: $17.6 Million
Healthcare: $13 Million
Financial Services: $5.54 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $377 Million
  • Prior Value $323 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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