Freshford Capital Management, LLC Portfolio Holdings by Sector
Freshford Capital Management, LLC
- $377 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
WDAY APP FICO UBER 4 stocks |
$99,107
26.26% of portfolio
|
  4  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL PINS PINS 3 stocks |
$78,178
20.71% of portfolio
|
  3  
|
- | - | - |
1
Calls
0
Puts
|
Information Technology Services | Technology
FISV CACI 2 stocks |
$45,528
12.06% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Uranium | Energy
CCJ NXE URG 3 stocks |
$43,042
11.4% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
GDDY AKAM 2 stocks |
$40,460
10.72% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
TRMB 1 stocks |
$34,900
9.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
EFX 1 stocks |
$17,637
4.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$13,012
3.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
TRUP 1 stocks |
$5,535
1.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|