Long-term investor
Freshford Capital Management, LLC @freshfordcapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001459270).
Record
- Tracked since 2025-06-30 (448 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +2.0% · all +2.0%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FICO · 15.9% · long · since 2025-06-30
- TXG · 7.9% · long · since 2025-12-31
- TWST · 6.2% · long · since 2025-12-31
- TMO · 6.2% · long · since 2026-06-30
- APP · 5.8% · long · since 2025-06-30
- CP · 5.8% · long · since 2025-06-30
- TTWO · 5.7% · long · since 2026-03-31
- CACI · 5.3% · long · since 2025-06-30
- AMZN · 5.2% · long · since 2025-12-31
- BATRA · 4.5% · long · since 2025-06-30
- VERX · 4.1% · long · since 2026-03-31
- MRCY · 3.9% · long · since 2025-12-31