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Institutional Investment Manager
CLEARFIELD CAPITAL MANAGEMENT LP
CLEARFIELD CAPITAL MANAGEMENT LP (CIK: 0001643569). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Original 13F HR (0001643569-16-000012) filed in 2016.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 BALL CORP 808,900 66,289 15.04%
2 TRANSDIGM GROUP INC COM 204,200 59,038 13.39%
3 ADVANCE AUTO PARTS INC 305,600 45,571 10.34%
4 AIR PRODS & CHEMS INC 279,100 41,960 9.52%
5 PINNACLE FOODS INC DEL 749,089 37,582 8.53%
6 CHARTER COMM 123,611 33,371 7.57%
7 TREEHOUSE FOODS INC 372,457 32,475 7.37%
8 SHERWIN WILLIAMS CO 115,000 31,816 7.22%
9 WASTE CONNECTIONS INC 399,934 29,875 6.78%
10 SS&C TECHNOLOGIES HLDGS INC 840,209 27,013 6.13%
11 ORBITAL ATK INC COM 237,555 18,109 4.11%
12 CONAGRA BRANDS 375,000 17,666 4.01%