Freshford Capital Management, LLC Buys Box Inc, Vimeo Inc, Vonage Holdings Corp, Sells Madison Square Garden Sports Corp, Yext Inc, Perspecta Inc

Rye Brook, NY, based Investment company Freshford Capital Management, LLC (Current Portfolio) buys Box Inc, Vimeo Inc, Vonage Holdings Corp, Viasat Inc, Dollar Tree Inc, sells Madison Square Garden Sports Corp, Yext Inc, Perspecta Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Freshford Capital Management, LLC. As of 2021Q2, Freshford Capital Management, LLC owns 20 stocks with a total value of $736 million. These are the details of the buys and sells.

For the details of Freshford Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/freshford+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Freshford Capital Management, LLC
  1. Cheniere Energy Inc (LNG) - 1,032,301 shares, 12.17% of the total portfolio. Shares reduced by 5.25%
  2. Liberty Broadband Corp (LBRDA) - 500,861 shares, 11.44% of the total portfolio. Shares added by 14.01%
  3. Resideo Technologies Inc (REZI) - 2,032,127 shares, 8.28% of the total portfolio. Shares reduced by 19.68%
  4. Box Inc (BOX) - 2,135,221 shares, 7.41% of the total portfolio. Shares added by 79.00%
  5. Covetrus Inc (CVET) - 1,937,994 shares, 7.11% of the total portfolio. Shares reduced by 8.57%
New Purchase: Vimeo Inc (VMEO)

Freshford Capital Management, LLC initiated holding in Vimeo Inc. The purchase prices were between $40 and $58, with an estimated average price of $45.85. The stock is now traded at around $31.050000. The impact to a portfolio due to this purchase was 2.85%. The holding were 428,461 shares as of 2021-06-30.

New Purchase: Vonage Holdings Corp (VG)

Freshford Capital Management, LLC initiated holding in Vonage Holdings Corp. The purchase prices were between $11.82 and $15.05, with an estimated average price of $13.61. The stock is now traded at around $12.980000. The impact to a portfolio due to this purchase was 2.56%. The holding were 1,306,049 shares as of 2021-06-30.

New Purchase: Viasat Inc (VSAT)

Freshford Capital Management, LLC initiated holding in Viasat Inc. The purchase prices were between $46.6 and $54.76, with an estimated average price of $49.72. The stock is now traded at around $50.680000. The impact to a portfolio due to this purchase was 2.22%. The holding were 328,244 shares as of 2021-06-30.

New Purchase: Rice Acquisition Corp (RICE)

Freshford Capital Management, LLC initiated holding in Rice Acquisition Corp. The purchase prices were between $10.1 and $18.05, with an estimated average price of $15.26. The stock is now traded at around $15.200000. The impact to a portfolio due to this purchase was 1.09%. The holding were 445,425 shares as of 2021-06-30.

New Purchase: Rice Acquisition Corp (RICE)

Freshford Capital Management, LLC initiated holding in Rice Acquisition Corp. The purchase prices were between $10.1 and $18.05, with an estimated average price of $15.26. The stock is now traded at around $15.200000. The impact to a portfolio due to this purchase was 1.09%. The holding were 445,425 shares as of 2021-06-30.

Added: Box Inc (BOX)

Freshford Capital Management, LLC added to a holding in Box Inc by 79.00%. The purchase prices were between $20.74 and $26, with an estimated average price of $23.31. The stock is now traded at around $25.040000. The impact to a portfolio due to this purchase was 3.27%. The holding were 2,135,221 shares as of 2021-06-30.

Added: Dollar Tree Inc (DLTR)

Freshford Capital Management, LLC added to a holding in Dollar Tree Inc by 37.28%. The purchase prices were between $97.5 and $119.26, with an estimated average price of $108.73. The stock is now traded at around $101.430000. The impact to a portfolio due to this purchase was 1.13%. The holding were 308,237 shares as of 2021-06-30.

Sold Out: Madison Square Garden Sports Corp (MSGS)

Freshford Capital Management, LLC sold out a holding in Madison Square Garden Sports Corp. The sale prices were between $169.81 and $192.03, with an estimated average price of $180.83.

Sold Out: Yext Inc (YEXT)

Freshford Capital Management, LLC sold out a holding in Yext Inc. The sale prices were between $12.18 and $15.14, with an estimated average price of $13.95.

Sold Out: Perspecta Inc (PRSP)

Freshford Capital Management, LLC sold out a holding in Perspecta Inc. The sale prices were between $29.05 and $29.34, with an estimated average price of $29.22.



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