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

• New Purchases: AXTA, IAA, VG, PZZA,
• Added Positions: GDDY, FWONK,
• Reduced Positions: CAG, ELAN, FICO, EFX, UNVR,
• Sold Out: MSI, TDG, CHTR, ARMK, PS, HOME,

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

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

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 .

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 .

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 .

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 .

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.

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.

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.

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.

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.

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.

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 .

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 .

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 .

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 .