Freshford Capital Management, LLC 13F Holdings

CIK 0001459270 · Rye Brook, NY

As of Sep 30, 2025, Freshford Capital Management, LLC reported 19 positions worth $363.3M in its SEC Form 13F filing.

Top 19 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLOVIN CORPAPPTechnology65,279$46.9M12.91%
ALPHABET INCGOOGLEquity151,957$36.9M10.17%
PINTEREST INCPINSCommunication Services976,014$31.4M8.64%
CACI INTERNATIONAL INCCACITechnology58,126$29.0M7.98%
FAIR ISAAC CORPFICOTechnology19,291$28.9M7.95%
GODADDY INCGDDYTechnology150,928$20.7M5.69%
TRIMBLE INCTRMBTechnology250,165$20.4M5.62%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials228,011 7.0M4.68%
EQUIFAX INCEFXIndustrials64,768 6.6M4.57%
ATLANTA BRAVES HOLDINGS INCBATRKCommunication Services393,753 6.4M4.51%
FISERV INCFISVTechnology123,645 5.9M4.39%
WORKDAY INCWDAYTechnology65,648 5.8M4.35%
CAMECO CORPCCOBasic Materials185,428 5.5M4.28%
UBER TECHNOLOGIES INCUBERTechnology132,508 3.0M3.57%
UR-ENERGY INCURGBasic Materials6,524,176 1.7M3.21%
NEXGEN ENERGY LTDNXEBasic Materials1,131,789 0.1M2.79%
FLUOR CORPFLRIndustrials164,719$6.9M1.91%
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INCHASIReal Estate175,000$5.4M1.48%
DENISON MINES CORPDNNBasic Materials1,713,731$4.7M1.30%