FRESHFORD CAPITAL MANAGEMENT, LLC Information

800 WESTCHESTER AVENUE, RYE BROOK, New York, 10573, (914) 949-0250

Report Date: 12/31/2014

Position Statistics

Total Positions 49
New Positions 13
Increased Positions 20
Decreased Positions 29
Positions with Activity 49
Sold Out Positions 14
Total Mkt Value (in $ millions) 730

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.62%
Capital Goods 4.72%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.51%
Energy 9.1%
Financial 4.27%
Healthcare
Services 17.16%
Technology 38.18%
Transportation 3%
Utilities

49 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CONSTELLATION BRANDS INC CL A 73,023 -8,691 (10.64) 636,532
WEBMD HEALTH CORP COM 50,412 50,412 New 1,144,421
SANDISK CORP COM 48,642 -5,822 (10.69) 608,556
CHENIERE ENERGY INC COM NEW 41,461 9,596 30.12 514,208
AIR PRODS & CHEMS INC COM 41,013 41,013 New 262,666
LIBERTY INTERACTIVE CORP INT COM SER A 37,839 -4,752 (11.16) 1,281,386
JUNIPER NETWORKS INC COM 33,412 33,412 New 1,397,409
AMERICAN INTL GROUP INC COM NEW 31,138 -1,067 (3.32) 562,765
SOLARWINDS INC COM 30,361 -6,058 (16.63) 598,478
TWENTY FIRST CENTY FOX INC CL A 25,474 -881 (3.34) 727,842
WALGREENS BOOTS ALLIANCE INC COM 25,071 2,972 13.45 301,773
VERINT SYS INC COM 25,001 -16,970 (40.43) 410,701
BABCOCK & WILCOX CO NEW COM 24,857 1,552 6.66 800,791
KLX INC COM 23,488 23,488 New 588,077
FEDEX CORP COM 21,892 -620 (2.75) 123,700
INTRALINKS HLDGS INC COM 21,684 983 4.75 2,091,010
ZYNGA INC CL A 19,865 -427 (2.1) 8,637,173
TIMKEN CO COM 19,372 2,252 13.16 456,017
CITRIX SYS INC COM 17,929 -328 (1.8) 281,570
DSW INC CL A 14,009 -7,354 (34.42) 371,702


Create your free portfolio