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STOCK TICKER:

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: 2020-08-14) --- full portfolio
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
RESIDEO TECHNOLOGIES INC    (COM) 120,263,000 10,261,375 21.93%
COVETRUS INC    (COM) 104,556,000 5,844,398 19.07%
CONSTELLATION BRANDS INC    (CL A) STZ 47,397,000 270,915 8.64%
CHENIERE ENERGY INC    (COM NEW) LNG 47,387,000 980,687 8.64%
LIBERTY BROADBAND CORP    (COM SER A) LBRDA 36,190,000 296,178 6.60%
LIBERTY MEDIA CORP DEL    (COM C SIRIUSXM) LSXMK 30,661,000 889,988 5.59%
CERNER CORP    (COM) CERN 29,276,000 427,078 5.34%
PERSPECTA INC    (COM) 22,245,000 957,603 4.05%
ZIMMER BIOMET HOLDINGS INC    (COM) ZMH 19,922,000 166,905 3.63%
VALVOLINE INC    (COM) VVV 19,911,000 1,030,052 3.63%
LIBERTY MEDIA CORP DEL    (COM SER C FRMLA) LMCK 15,566,000 490,886 2.83%
ALPHABET INC    (CAP STK CL A) GOOGL 15,530,000 10,952 2.83%
IAC INTERACTIVECORP    (COM) IACI 15,344,000 47,448 2.79%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 14,200,000 27,840 2.59%
HOUGHTON MIFFLIN HARCOURT CO    (COM) HMHC 9,765,000 5,395,008 1.78%


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MAJOR GURUS:
Warren Buffett
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