Holdings
Freshford Capital Management, LLC
As of Jun 30, 2026, Freshford Capital Management, LLC reported 21 positions worth US$285M. Largest: Fair Isaac Corporation, 10x Genomics, Inc. and Twist Bioscience Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Fair Isaac Corporation | 38,911 | US$46.5M | +13,461 | Jun 30, 2026 |
| 10x Genomics, Inc. | 600K | US$23M | −72,533 | Jun 30, 2026 |
| Twist Bioscience Corporation | 177K | US$18.3M | −81,533 | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 36,192 | US$18.1M | new | Jun 30, 2026 |
| Applovin Corporation | 33,180 | US$17.1M | +457 | Jun 30, 2026 |
| Canadian Pacific Kansas City Limited | 197K | US$17.1M | +7,415 | Jun 30, 2026 |
| Take-two Interactive Software, Inc. | 66,700 | US$16.7M | +8,144 | Jun 30, 2026 |
| Caci International, Inc. | 33,264 | US$15.4M | +13,199 | Jun 30, 2026 |
| Amazon.com, Inc. | 64,051 | US$15.3M | −23,206 | Jun 30, 2026 |
| Atlanta Braves Holdings, Inc. - Series A | 253K | US$13.1M | +62,493 | Jun 30, 2026 |