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Clearfield Capital Management Lp Buys Axalta Coating Systems, IAA Inc, Vonage Holdings Corp, Sells Conagra Brands Inc, Motorola Solutions Inc, TransDigm Group Inc

Investment company Clearfield Capital Management Lp (Current Portfolio) buys Axalta Coating Systems, IAA Inc, Vonage Holdings Corp, Papa John's International Inc, sells Conagra Brands Inc, Motorola Solutions Inc, TransDigm Group Inc, Charter Communications Inc, Aramark during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Clearfield Capital Management Lp. As of 2019Q2, Clearfield Capital Management Lp owns 11 stocks with a total value of $189 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/portfolioportfolio

These are the top 5 holdings of CLEARFIELD CAPITAL MANAGEMENT LP
  1. Elanco Animal Health Inc (ELAN) - 825,683 shares, 14.80% of the total portfolio. Shares reduced by 33.42%
  2. Axalta Coating Systems Ltd (AXTA) - 790,467 shares, 12.48% of the total portfolio. New Position
  3. Equifax Inc (EFX) - 161,100 shares, 11.55% of the total portfolio. Shares reduced by 24.47%
  4. IAA Inc (IAA) - 500,000 shares, 10.28% of the total portfolio. New Position
  5. Vonage Holdings Corp (VG) - 1,469,154 shares, 8.83% of the total portfolio. New Position
New Purchase: Axalta Coating Systems Ltd (AXTA)

Clearfield Capital Management Lp initiated holding in Axalta Coating Systems Ltd. The purchase prices were between $23.51 and $30.64, with an estimated average price of $26.5. The stock is now traded at around $28.10. The impact to a portfolio due to this purchase was 12.48%. The holding were 790,467 shares as of .

New Purchase: IAA Inc (IAA)

Clearfield Capital Management Lp initiated holding in IAA Inc. The purchase prices were between $36.57 and $40, with an estimated average price of $38.68. The stock is now traded at around $45.53. The impact to a portfolio due to this purchase was 10.28%. The holding were 500,000 shares as of .

New Purchase: Vonage Holdings Corp (VG)

Clearfield Capital Management Lp initiated holding in Vonage Holdings Corp. The purchase prices were between $9.11 and $12.12, with an estimated average price of $10.81. The stock is now traded at around $13.66. The impact to a portfolio due to this purchase was 8.83%. The holding were 1,469,154 shares as of .

New Purchase: Papa John's International Inc (PZZA)

Clearfield Capital Management Lp initiated holding in Papa John's International Inc. The purchase prices were between $42.43 and $53.48, with an estimated average price of $49.26. The stock is now traded at around $45.20. The impact to a portfolio due to this purchase was 7.4%. The holding were 311,890 shares as of .

Sold Out: Motorola Solutions Inc (MSI)

Clearfield Capital Management Lp sold out a holding in Motorola Solutions Inc. The sale prices were between $140.63 and $166.86, with an estimated average price of $150.54.

Sold Out: TransDigm Group Inc (TDG)

Clearfield Capital Management Lp sold out a holding in TransDigm Group Inc. The sale prices were between $440.95 and $497.46, with an estimated average price of $467.52.

Sold Out: Charter Communications Inc (CHTR)

Clearfield Capital Management Lp sold out a holding in Charter Communications Inc. The sale prices were between $345.37 and $398.77, with an estimated average price of $374.51.

Sold Out: Aramark (ARMK)

Clearfield Capital Management Lp sold out a holding in Aramark. The sale prices were between $29.53 and $36.06, with an estimated average price of $32.38.

Sold Out: Pluralsight Inc (PS)

Clearfield Capital Management Lp sold out a holding in Pluralsight Inc. The sale prices were between $29.07 and $35.49, with an estimated average price of $32.12.

Sold Out: At Home Group Inc (HOME)

Clearfield Capital Management Lp sold out a holding in At Home Group Inc. The sale prices were between $6.61 and $24.5, with an estimated average price of $17.84.

Reduced: Conagra Brands Inc (CAG)

Clearfield Capital Management Lp reduced to a holding in Conagra Brands Inc by 67.35%. The sale prices were between $25.43 and $31.28, with an estimated average price of $29.06. The stock is now traded at around $28.91. The impact to a portfolio due to this sale was -8.87%. Clearfield Capital Management Lp still held 429,461 shares as of .

Reduced: Elanco Animal Health Inc (ELAN)

Clearfield Capital Management Lp reduced to a holding in Elanco Animal Health Inc by 33.42%. The sale prices were between $31.11 and $34.79, with an estimated average price of $32.44. The stock is now traded at around $29.85. The impact to a portfolio due to this sale was -4.8%. Clearfield Capital Management Lp still held 825,683 shares as of .

Reduced: Fair Isaac Corp (FICO)

Clearfield Capital Management Lp reduced to a holding in Fair Isaac Corp by 62.93%. The sale prices were between $270.63 and $315.24, with an estimated average price of $289.93. The stock is now traded at around $337.33. The impact to a portfolio due to this sale was -4.07%. Clearfield Capital Management Lp still held 24,458 shares as of .

Reduced: Equifax Inc (EFX)

Clearfield Capital Management Lp reduced to a holding in Equifax Inc by 24.47%. The sale prices were between $116.43 and $135.24, with an estimated average price of $125.32. The stock is now traded at around $142.76. The impact to a portfolio due to this sale was -2.23%. Clearfield Capital Management Lp still held 161,100 shares as of .



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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