
CLOVERDALE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2020
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | BNED | 706K | $1.13M |
![]() | USFD | 561K | $11.06M |
![]() | MITK | 508K | $4.88M |
![]() | RM | 402K | $7.11M |
![]() | TEAM | 350K | $1.95M |
![]() | DBX | 270K | $5.88M |
![]() | CTRN | 244K | $4.94M |
![]() | HPE | 210K | $3.65M |
![]() | AES | 200K | $2.90M |
![]() | SPR | 142K | $3.40M |
![]() | CF | 140K | $3.94M |
![]() | DHI | 100K | $5.54M |
![]() | HXL | 90K | $4.07M |
![]() | WOR | 85K | $3.17M |
![]() | EVR | 75K | $4.42M |
![]() | LUV | 69K | $2.36M |
![]() | CSL | 56K | $6.70M |
![]() | TRU | 40K | $3.48M |
![]() | CBRL | 34K | $3.77M |
![]() | ULTA | 30K | $6.10M |

Barnes & Noble Education, Inc.
BNED
Shares Held
706K
Value
$1.13M

US Foods Holding Corp.
USFD
Shares Held
561K
Value
$11.06M

Mitek Systems, Inc.
MITK
Shares Held
508K
Value
$4.88M

Regional Management Corp.
RM
Shares Held
402K
Value
$7.11M

Atlassian Corporation
TEAM
Shares Held
350K
Value
$1.95M

Dropbox, Inc.
DBX
Shares Held
270K
Value
$5.88M

Citi Trends, Inc.
CTRN
Shares Held
244K
Value
$4.94M

Hewlett Packard Enterprise Company
HPE
Shares Held
210K
Value
$3.65M

The AES Corporation
AES
Shares Held
200K
Value
$2.90M

Spirit AeroSystems Holdings, Inc.
SPR
Shares Held
142K
Value
$3.40M

CF Industries Holdings, Inc.
CF
Shares Held
140K
Value
$3.94M

D.R. Horton, Inc.
DHI
Shares Held
100K
Value
$5.54M

Hexcel Corporation
HXL
Shares Held
90K
Value
$4.07M

Worthington Industries, Inc.
WOR
Shares Held
85K
Value
$3.17M

Evercore Inc.
EVR
Shares Held
75K
Value
$4.42M

Southwest Airlines Co.
LUV
Shares Held
69K
Value
$2.36M

Carlisle Companies Incorporated
CSL
Shares Held
56K
Value
$6.70M

TransUnion
TRU
Shares Held
40K
Value
$3.48M

Cracker Barrel Old Country Store, Inc.
CBRL
Shares Held
34K
Value
$3.77M

Ulta Beauty, Inc.
ULTA
Shares Held
30K
Value
$6.10M
