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

Freshford Capital Management, LLC INSTITUTION : Freshford Capital Management, LLC
Freshford Capital Management, LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2019-11-14) --- full portfolio
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
RESIDEO TECHNOLOGIES INC    (COM) 66,636,000 4,643,588 12.17%
CHENIERE ENERGY INC    (COM NEW) LNG 51,786,000 821,233 9.46%
PERSPECTA INC    (COM) 51,470,000 1,970,497 9.40%
AIR PRODS & CHEMS INC    (COM) APD 51,301,000 231,230 9.37%
POST HLDGS INC    (COM) POST 43,958,000 415,316 8.03%
ZIMMER BIOMET HLDGS INC    (COM) ZMH 35,353,000 257,551 6.46%
COVETRUS INC    (COM) 31,550,000 2,653,477 5.76%
COMCAST CORP NEW    (CL A) CMCSA 30,634,000 679,541 5.59%
ZAYO GROUP HLDGS INC    (COM) ZAYO 29,458,000 868,973 5.38%
LIBERTY BROADBAND CORP    (COM SER A) LBRDA 28,256,000 270,343 5.16%
VALVOLINE INC    (COM) VVV 25,889,000 1,175,183 4.73%
CERNER CORP    (COM) CERN 25,410,000 372,756 4.64%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 21,475,000 52,109 3.92%
HOUGHTON MIFFLIN HARCOURT CO    (COM) HMHC 21,474,000 4,028,865 3.92%
ACTIVISION BLIZZARD INC    (COM) ATVI 17,647,000 333,451 3.22%
FOX CORP    (CL B COM) 8,128,000 257,685 1.48%
COMMVAULT SYSTEMS INC    (COM) CVLT 6,712,000 150,107 1.22%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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