Portfolio (Quarterly) Guide ↗

Freshford Capital Management, LLC

· CIK 0001459270

13F Portfolio $200M AUM 53 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 4 Added 9 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TRMB	TRIMBLE INC	Technology	181,235	$14.2M	5.70%	SOLD
2	NXE	NEXGEN ENERGY LTD	Energy	895,213	$8.2M	3.30%	SOLD
3	WDAY	WORKDAY INC	Technology	26,731	$5.7M	2.30%	SOLD
4	QURE	UNIQURE NV	Healthcare	229,613	$5.5M	2.20%	SOLD
5	FLR	FLUOR CORP NEW	Industrials	137,074	$5.4M	2.18%	SOLD

Sector Allocation

Technology 47.8%

Healthcare 17.5%

Communication Services 13.5%

Consumer Cyclical 11.0%

Industrials 7.5%

Energy 2.6%