FRESHFORD CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXE | 1.13M | $10.13M |
 | PINS | 635K | $20.44M |
 | BATRK | 394K | $16.38M |
 | TRMB | 250K | $20.43M |
 | CP | 228K | $16.98M |
 | CCJ | 185K | $15.55M |
 | FLR | 165K | $6.93M |
 | GOOGL | 152K | $36.94M |
 | GDDY | 151K | $20.65M |
 | UBER | 133K | $12.98M |
 | WDAY | 66K | $15.80M |
 | APP | 65K | $46.91M |
 | EFX | 65K | $16.61M |
 | CACI | 58K | $28.99M |
 | FICO | 19K | $28.87M |
NexGen Energy Ltd.
NXE
Shares Held
1.13M
Value
$10.13M
Pinterest, Inc.
PINS
Shares Held
635K
Value
$20.44M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
394K
Value
$16.38M
Trimble Inc.
TRMB
Shares Held
250K
Value
$20.43M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
228K
Value
$16.98M
Cameco Corporation
CCJ
Shares Held
185K
Value
$15.55M
Fluor Corporation
FLR
Shares Held
165K
Value
$6.93M
Alphabet Inc.
GOOGL
Shares Held
152K
Value
$36.94M
GoDaddy Inc.
GDDY
Shares Held
151K
Value
$20.65M
Uber Technologies, Inc.
UBER
Shares Held
133K
Value
$12.98M
Workday, Inc.
WDAY
Shares Held
66K
Value
$15.80M
AppLovin Corporation
APP
Shares Held
65K
Value
$46.91M
Equifax Inc.
EFX
Shares Held
65K
Value
$16.61M
CACI International Inc
CACI
Shares Held
58K
Value
$28.99M
Fair Isaac Corporation
FICO
Shares Held
19K
Value
$28.87M