Freshford Capital Management, LLC
•CIK: 1459270•Filing: Q4 2025
**Freshford Capital Management, LLC** manages $249M across a concentrated portfolio of 18 positions. The fund exhibits significant exposure to technology and growth sectors, highlighted by top holdings including FICO ($31.3M) and APP ($28.9M). Further allocations are notable in GOOGL ($26.8M) and AMZN ($20.4M), indicating a conviction in established tech leaders. This structure suggests a focused, high-conviction approach within the technology landscape.
Total AUM
$249.3M
QoQ Performance
-23.6%
Positions
18
Top 10 Concentration
77.7%
Latest Filing
Q4 2025
Top Holdings Allocation
FICO
APP
GOOGL
AMZN
GDDY
TRMB
BATRK
TXG
FICO12.6%
APP11.6%
GOOGL10.7%
AMZN8.2%
GDDY7.1%
TRMB5.7%
BATRK5.7%
TXG5.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.0%
Technology10.7%
Consumer8.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW6 new positions
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023