Freshford Capital Management, LLC Portfolio Holdings by Sector
Freshford Capital Management, LLC
- $323 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
GDDY AKAM RPD 3 stocks |
$62,761
19.41% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL PINS PINS 3 stocks |
$57,847
17.89% of portfolio
|
  3  
|
- |
  1  
|
- |
1
Calls
0
Puts
|
Software—Application | Technology
WDAY APP 2 stocks |
$54,567
16.87% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$38,434
11.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$30,003
9.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
TRMB 1 stocks |
$29,672
9.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
EFX 1 stocks |
$21,436
6.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
CACI 1 stocks |
$14,539
4.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Uranium | Energy
CCJ 1 stocks |
$10,406
3.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
TRUP 1 stocks |
$3,727
1.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
1
Puts
|