Clearfield Capital Management Lp Buys Fidelity National Information Services Inc, IAA Inc, Restaurant Brands International Inc, Sells Insperity Inc, Square Inc, GoDaddy Inc

• New Purchases: FIS, IAA, QSR, CHTR, AXTA, WEN,
• Added Positions: LKQ, A, FWONK,
• Sold Out: NSP, SQ, GDDY, FICO, UNVR, WAB, MSI, ALC, VRT,

For the details of CLEARFIELD CAPITAL MANAGEMENT LP's stock buys and sells, go to https://www.gurufocus.com/guru/clearfield+capital+management+lp/current-portfolio/portfolio

1. Agilent Technologies Inc (A) - 314,384 shares, 15.25% of the total portfolio. Shares added by 10.53%
2. Fidelity National Information Services Inc (FIS) - 181,500 shares, 14.95% of the total portfolio. New Position
3. LKQ Corp (LKQ) - 938,452 shares, 13.04% of the total portfolio. Shares added by 13.07%
4. IAA Inc (IAA) - 624,645 shares, 12.67% of the total portfolio. New Position
5. Restaurant Brands International Inc (QSR) - 400,000 shares, 10.84% of the total portfolio. New Position

Clearfield Capital Management Lp initiated holding in Fidelity National Information Services Inc. The purchase prices were between $102.45 and $157.44, with an estimated average price of $139.28. The stock is now traded at around $129.24. The impact to a portfolio due to this purchase was 14.95%. The holding were 181,500 shares as of .

Clearfield Capital Management Lp initiated holding in IAA Inc. The purchase prices were between $25.3 and $50.84, with an estimated average price of $43.46. The stock is now traded at around $35.10. The impact to a portfolio due to this purchase was 12.67%. The holding were 624,645 shares as of .

Clearfield Capital Management Lp initiated holding in Restaurant Brands International Inc. The purchase prices were between $28.25 and $67.24, with an estimated average price of $56.99. The stock is now traded at around $50.88. The impact to a portfolio due to this purchase was 10.84%. The holding were 400,000 shares as of .

Clearfield Capital Management Lp initiated holding in Charter Communications Inc. The purchase prices were between $371.7 and $542.46, with an estimated average price of $489.92. The stock is now traded at around $495.18. The impact to a portfolio due to this purchase was 10.19%. The holding were 34,500 shares as of .

Clearfield Capital Management Lp initiated holding in Axalta Coating Systems Ltd. The purchase prices were between $13.67 and $31.22, with an estimated average price of $25.8. The stock is now traded at around $19.13. The impact to a portfolio due to this purchase was 8.19%. The holding were 700,000 shares as of .

Clearfield Capital Management Lp initiated holding in The Wendy's Co. The purchase prices were between $7.47 and $23.94, with an estimated average price of $19.79. The stock is now traded at around $20.30. The impact to a portfolio due to this purchase was 7.3%. The holding were 724,000 shares as of .

Clearfield Capital Management Lp sold out a holding in Insperity Inc. The sale prices were between $26.11 and $93.78, with an estimated average price of $71.55.

Clearfield Capital Management Lp sold out a holding in Square Inc. The sale prices were between $38.09 and $85.7, with an estimated average price of $68.53.

Clearfield Capital Management Lp sold out a holding in GoDaddy Inc. The sale prices were between $41.92 and $78.39, with an estimated average price of $66.48.

Clearfield Capital Management Lp sold out a holding in Fair Isaac Corp. The sale prices were between $212 and $431.78, with an estimated average price of $369.79.

Clearfield Capital Management Lp sold out a holding in Univar Solutions Inc. The sale prices were between $7.08 and $24.35, with an estimated average price of $18.78.

Clearfield Capital Management Lp sold out a holding in Westinghouse Air Brake Technologies Corp. The sale prices were between $40.75 and $81, with an estimated average price of $69.1.