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Michael Doheny

Freshford Capital Management, Llc

Assets Managed
$200.225M
Holdings
19
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-19.69%(2Q avg: -25.52%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Freshford Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Freshford Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 200.225M in assets, with a quarterly growth rate of -19.69% and a 2-quarter average growth rate of -25.52%. The portfolio is managed by Michael Doheny, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FICO
Fair Isaac Corp
Recent Activity
Increased 37.5%
13.57%
$27.169M
25,450 shares@ $1067.54 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.03%
9.08%
$18.173M
87,257 shares@ $208.28 avg price
CP
Canadian Pacific Kansas City
Recent Activity
Increased 71.06%
7.46%
$14.925M
189,738 shares@ $78.66 avg price
TXG
10x Genomics Inc-class A
Recent Activity
Decreased -19.24%
7.14%
$14.287M
672,956 shares@ $21.24 avg price
APP
Applovin Corp-class A
Recent Activity
Decreased -23.59%
6.51%
$13.024M
32,723 shares@ $398.0 avg price
TWST
Twist Bioscience Corp
Recent Activity
Decreased -38.36%
6.15%
$12.307M
258,982 shares@ $47.52 avg price
UBER
Uber Technologies Inc
Recent Activity
Increased 3835.85%
6.04%
$12.083M
167,982 shares@ $71.94 avg price
TTWO
Take-two Interactive Softwre
Recent Activity
New Position
5.78%
$11.565M
58,556 shares@ $197.51 avg price
MRCY
Mercury Systems Inc
Recent Activity
Decreased -15.54%
5.62%
$11.233M
154,065 shares@ $72.91 avg price
CACI
Caci International Inc -cl A
Recent Activity
Decreased -20.65%
5.46%
$10.913M
20,065 shares@ $543.88 avg price

1-10 of 19