The Analysis of Freshford Capital Management, LLC's Holdings

Currently, Freshford Capital Management, LLC holds 18 types of securities in its portfolio with a total value $346.9M. In the most recent quarter, they have increased their positions in FICO (+7.3K shares, valued at $11.0M), FLR (+164.7K shares, valued at $6.9M), UBER (+52.7K shares, valued at $5.2M); decreased their positions in WDAY (-111.3K shares, valued at $26.8M), CCJ (-218.7K shares, valued at $18.3M), GOOGL (-74.9K shares, valued at $18.2M); initiated new positions in FLR (+164.7K shares, valued at $6.9M), DNN (+1.7M shares, valued at $4.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APP APPLOVIN CORP65.3K shares-16.40%2025-09-302025-11-14

GOOGL ALPHABET INC152.0K shares-33.00%2025-09-302025-11-14

CACI CACI INTL INC58.1K shares9.30%2025-09-302025-11-14

FICO FAIR ISAAC CORP19.3K shares61.31%2025-09-302025-11-14

GDDY GODADDY INC150.9K shares6.20%2025-09-302025-11-14

PINS PINTEREST INC635.3K shares-11.20%2025-09-302025-11-14

TRMB TRIMBLE INC250.2K shares-45.54%2025-09-302025-11-14

CP CANADIAN PACIFIC KANSAS CITY228.0K shares-31.49%2025-09-302025-11-14

Sponsored

EFX EQUIFAX INC64.8K shares-4.75%2025-09-302025-11-14

BATRK ATLANTA BRAVES HLDGS INC393.8K shares-0.23%2025-09-302025-11-14

FI FISERV INC123.6K shares-32.05%2025-09-302025-11-14

WDAY WORKDAY INC65.6K shares-62.90%2025-09-302025-11-14

CCJ CAMECO CORP185.4K shares-54.11%2025-09-302025-11-14

UBER UBER TECHNOLOGIES INC132.5K shares66.04%2025-09-302025-11-14

URG UR-ENERGY INC6.5M shares29.52%2025-09-302025-11-14

NXE NEXGEN ENERGY LTD1.1M shares1.25%2025-09-302025-11-14