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

Investment company Clearfield Capital Management Lp (Current Portfolio) buys Fidelity National Information Services Inc, IAA Inc, Restaurant Brands International Inc, Charter Communications Inc, Axalta Coating Systems, sells Insperity Inc, Square Inc, GoDaddy Inc, Fair Isaac Corp, Univar Solutions Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Clearfield Capital Management Lp. As of 2020Q1, Clearfield Capital Management Lp owns 9 stocks with a total value of $148 million. These are the details of the buys and sells.

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

These are the top 5 holdings of CLEARFIELD CAPITAL MANAGEMENT LP
  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
New Purchase: Fidelity National Information Services Inc (FIS)

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 .

New Purchase: IAA Inc (IAA)

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 .

New Purchase: Restaurant Brands International Inc (QSR)

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 .

New Purchase: Charter Communications Inc (CHTR)

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 .

New Purchase: Axalta Coating Systems Ltd (AXTA)

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 .

New Purchase: The Wendy's Co (WEN)

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 .

Sold Out: Insperity Inc (NSP)

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.

Sold Out: Square Inc (SQ)

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.

Sold Out: GoDaddy Inc (GDDY)

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.

Sold Out: Fair Isaac Corp (FICO)

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.

Sold Out: Univar Solutions Inc (UNVR)

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.

Sold Out: Westinghouse Air Brake Technologies Corp (WAB)

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.



Here is the complete portfolio of CLEARFIELD CAPITAL MANAGEMENT LP. Also check out:

1. CLEARFIELD CAPITAL MANAGEMENT LP's Undervalued Stocks
2. CLEARFIELD CAPITAL MANAGEMENT LP's Top Growth Companies, and
3. CLEARFIELD CAPITAL MANAGEMENT LP's High Yield stocks
4. Stocks that CLEARFIELD CAPITAL MANAGEMENT LP keeps buying

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