Freshford Capital Management, LLC In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Freshford Capital Management, LLC reported 15 stock positions worth $360.5 million . Its top holding was Zoetis (ZTS) at 10.7% of the portfolio, followed by Workday Class A (WDAY, 10.0% ) and GoDaddy Class A (GDDY, 9.5% ). Compared with Q4 2024, it opened 4 new positions, sold out of 4, added to 7 and reduced 3. The biggest buy was a new position in AppLovin Class A (APP) and the biggest sale an exit from People (PPLI).
Location HARRISON, NY
CIK 0001459270
Portfolio Value $360.5M (Q1 2025) Holdings 15 stocks · $360.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 ZTS Zoetis Inc. 233,429 $38.4M Add +55.2% WDAY Workday Inc. Class A 154,364 $36.0M Add +38.1% GDDY GoDaddy Inc. Class A 189,200 $34.1M Reduce -3.4% GOOGL Alphabet Inc. Class A 219,296 $33.9M Add +7.4% BATRK Atlanta Braves Holdings in-C 760,976 $30.4M Reduce -1.7% AMZN Amazon.com Inc. 157,696 $30.0M Add +19.1% TRMB Trimble Inc. 451,976 $29.7M Reduce -13.6% EFX Equifax Inc. 88,014 $21.4M Add +15.0% PINS Pinterest Inc. Class A 672,149 $20.8M Add +33.8% APP AppLovin Corp. Class A 69,893 $18.5M New CP Canadian Pacific Kansas City 252,081 $17.7M Add +6.2% AKAM Akamai Technologies Inc. 211,393 $17.0M New CACI Caci International Inc. Class A 33,991 $12.5M New CCJ Cameco Corp. 252,839 $10.4M New RPD RAPID7 Inc. 357,524 $9.5M No change
Options reported separately and not counted above: TRUP puts ($3.7M), PINS calls ($3.1M).
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ PPLI People Inc. Sold out 0.00% −4.33 WEX Wex Inc. Sold out 0.00% −3.68 NARI Inari Medical Inc. Sold out 0.00% −3.24 BRKR Bruker Corp. Sold out 0.00% −3.16 TRMB Trimble Inc. Reduce -13.6% 8.23% −2.61 GDDY GoDaddy Inc. Class A Reduce -3.4% 9.46% −1.88 BATRK Atlanta Braves Holdings in-C Reduce -1.7% 8.45% −0.24
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ APP AppLovin Corp. Class A New 5.14% +5.14 AKAM Akamai Technologies Inc. New 4.72% +4.72 ZTS Zoetis Inc. Add +55.2% 10.66% +3.48 CACI Caci International Inc. Class A New 3.46% +3.46 CCJ Cameco Corp. New 2.89% +2.89 WDAY Workday Inc. Class A Add +38.1% 10.00% +1.54 PINS Pinterest Inc. Class A Add +33.8% 5.78% +1.51 EFX Equifax Inc. Add +15.0% 5.95% +0.23 CP Canadian Pacific Kansas City Add +6.2% 4.91% −0.13 AMZN Amazon.com Inc. Add +19.1% 8.32% −0.19 GOOGL Alphabet Inc. Class A Add +7.4% 9.41% −1.93
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ TRUP Trupanion Inc. put Reduce -50.0% 100,000 $3.7M PINS Pinterest Inc. Class A call New 100,000 $3.1M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 22 $292.3M FICO, TXG, TWST, TMO, APP Q1 2026 19 $200.2M FICO, AMZN, CP, TXG, APP Q4 2025 18 $249.3M FICO, APP, GOOGL, AMZN, GDDY Q3 2025 18 $346.9M APP, GOOGL, CACI, FICO, GDDY Q2 2025 18 $413.5M WDAY, GOOGL, TRMB, FISV, CCJ Q1 2025 15 $360.5M ZTS, WDAY, GDDY, GOOGL, BATRK Q4 2024 15 $341.1M GOOGL, GDDY, TRMB, BATRK, AMZN Q3 2024 9 $318.6M PPLI, RPD, TRMB, WEX, GDDY Q2 2024 14 $531.2M PPLI, AMZN, GDDY, RPD, STZ Q1 2024 15 $582.0M PPLI, GDDY, AMZN, RPD, STZ