Freshford Capital Management, LLC Buys Box Inc, Vimeo Inc, Vonage Holdings Corp … – GuruFocus

Rye Brook, NY, based Investment company Freshford Capital Management, LLC (Current Portfolio) buys Box Inc, Vimeo Inc, Vonage Holdings Corp, Viasat Inc, Dollar Tree Inc, sells Madison Square Garden Sports Corp, Yext Inc, Perspecta Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Freshford Capital Management, LLC. As of 2021Q2, Freshford Capital Management, LLC owns 20 stocks with a total value of $736 million. These are the details of the buys and sells.New Purchases: VMEO, VG, VSAT, RICE, RICE, Added Positions: BOX, LBRDA, DLTR, KBR, Reduced Positions: REZI, CVET, VVV, LNG, IAC, STZ, GOOGL, ZBH, FWONK, Sold Out: MSGS, YEXT, PRSP, For the details of Freshford Capital Management, LLC’s stock buys and sells, go to https://www.gurufocus.com/guru/freshford+capital+management%2C+llc/current-portfolio/portfolioThese are the top 5 holdings of Freshford Capital Management, LLCCheniere Energy Inc (LNG) – 1,032,301 shares, 12.17% of the total portfolio. Shares reduced by 5.25%Liberty Broadband Corp (LBRDA) – 500,861 shares, 11.44% of the total portfolio. Shares added by 14.01%Resideo Technologies Inc (REZI) – 2,032,127 shares, 8.28% of the total portfolio. Shares reduced by 19.68%Box Inc (BOX) – 2,135,221 shares, 7.41% of the total portfolio. Shares added by 79.00%Covetrus Inc (CVET) – 1,937,994 shares, 7.11% of the…
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