SA

Sheffield Asset Management, L.L.C.

13F
Sheffield Asset Management, L.L.C.
Last update 2019-11-14 13 Stocks (0 new)
Value $48.00 Mil Turnover 3 %
Countries:
Top Holdings: CSOD(12.77%)NOMD(10.03%)TLND(9.88%)OTEX(9.59%)ACIW(9.50%)
Summary Stock Picks Current Portfolio
Sheffield Asset Management, L.... Top Holdings of 2019-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CSOD
Cornerstone OnDemand Inc
112,070
6,144.0
+3.61%
12.770
+0.44%
0.170
+13.57%
+30.54%
3,843.7
Software
DSHK
Drive Shack Inc
1,181,873
5,094.0
0%
10.590
0%
1.280
-16.85%
-0.30%
19.9
Travel & Leisure
VG
Vonage Holdings Corp
438,000
4,949.0
+10.05%
10.280
+0.94%
0.170
+4.12%
+0.96%
5,385.7
Telecommunication Services
NOMD
Nomad Foods Ltd
235,407
4,826.0
0%
10.030
0%
0.140
-10.36%
+5.82%
2,659.0
Consumer Packaged Goods
TLND
Talend SA
139,915
4,754.0
+1.81%
9.880
+0.18%
0.430
+1.95%
+72.04%
2,171.0
Software
OTEX
Open Text Corp
113,041
4,613.0
0%
9.590
0%
0.040
+12.60%
+2.47%
7,369.9
Software
ACIW
ACI Worldwide Inc
145,946
4,572.0
+3.65%
9.500
+0.33%
0.130
-10.99%
-12.66%
4,756.1
Software
PLAY
Dave & Buster's Entertainment Inc
97,510
3,798.0
-20.41%
7.890
-1.91%
0.200
+49.90%
+2.60%
1,035.6
Media - Diversified
CMCSA
Comcast Corp
72,600
3,273.0
0%
6.800
0%
0.000
+2.49%
-5.49%
128,962.1
Telecommunication Services
WH
Wyndham Hotels & Resorts Inc
61,945
3,205.0
+18.79%
6.660
+1.05%
0.070
+7.06%
-13.10%
6,679.5
Travel & Leisure

Sheffield Asset Management, L.L.C.'s Historical Top Holdings Breakdowns

Sheffield Asset Management, L.L.C. Total Holding History ($B)

To

Sheffield Asset Management, L.L.C.'s Asset Allocation

To

Sheffield Asset Management, L.L.C. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sheffield Asset Management, L.L.C.'s Hypothetical Growth since 2019-09-30

Sheffield Asset Management, L.L.C.'s Yearly Returns

Year Portfolio % % Excess Gain %

Sheffield Asset Management, L.L.C.'s Holdings Heat Map

Size field:

Sheffield Asset Management, L.L.C.'s Holdings Bubble Chart

Sheffield Asset Management, L.L.C. News

  • 1

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