Freshford Capital Management, LLC GDDY — GODADDY INC

Ownership history in Freshford Capital Management, LLC  ·  17 quarters on record

AI Ownership Summary

Freshford Capital Management, LLC reported GODADDY INC (GDDY) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 11.38% in 2024 Q1. The latest visible filing shows GDDY at 4.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GDDY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Freshford Capital Management, LLC's position in GODADDY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GDDY was reported at 4.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.38% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GDDY stock page Freshford Capital Management, LLC fund profile Freshford Capital Management, LLC full holdings
How Freshford Capital Management, LLC held GDDY — position size vs. price
% of Fund (quarterly)    GDDY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 23.4% +3.1% ❌ 108,735 -33,169 -23.4% 4.49% $9.0M 2026-05-15 $87.18
2025 Q4 REDUCED 6.0% -33.4% ✅ 141,904 -9,024 -6.0% 7.06% $17.6M 2026-02-17 $91.20
2025 Q3 ADDED — — — 150,928 +8,813 +6.2% 5.69% $20.7M 2025-11-14 $129.70
2025 Q2 REDUCED 24.9% -21.3% ✅ 142,115 -47,085 -24.9% 5.93% $25.6M 2025-08-14 $143.63
2025 Q1 REDUCED — — — 189,200 -6,595 -3.4% 9.28% $34.1M 2025-05-14 $188.09
2024 Q4 REDUCED 12.0% -8.7% ✅ 195,795 -26,585 -12.0% 11.02% $38.6M 2025-02-14 $182.19
2024 Q3 REDUCED 45.3% +27.2% ❌ 222,380 -184,248 -45.3% 10.89% $34.9M 2024-11-14 $185.29
2024 Q2 REDUCED 36.9% +12.2% ❌ 406,628 -238,062 -36.9% 10.00% $56.8M 2024-08-14 $160.83
2024 Q1 REDUCED 15.1% +19.2% ❌ 644,690 -114,701 -15.1% 11.38% $76.5M 2024-05-15 $136.45
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GDDY

As of 2026 Q2 — sorted by position size

THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 4.2% Pacific Capital Wealth Advisors, Inc. 3Y 0.31% Assenagon Asset Management S.A. 3Y 7Y 0.05% Trust Asset Management LLC 3Y 7Y 0.03% Czech National Bank 3Y 0.02% GAMMA Investing LLC 0.01% Handelsbanken Fonder AB 3Y 7Y 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% Miller Global Investments, LLC 0.01% TEMA ETFS LLC 0.01%

FAQ About Freshford Capital Management, LLC and GDDY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Freshford Capital Management, LLC reported owning GDDY?

Freshford Capital Management, LLC reported GDDY across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported GDDY position in Freshford Capital Management, LLC's portfolio?

The largest reported portfolio weight for GDDY was 11.38% in 2024 Q1.

What is the latest reported GDDY position on this page?

The most recent filing on this page is 2026 Q1, when Freshford Capital Management, LLC reported 108,735 shares, equal to 4.49% of portfolio, with an estimated market value of $9.0M.

What does the chart on this GDDY ownership page compare?

The chart compares Freshford Capital Management, LLC's quarterly GDDY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Freshford Capital Management, LLC time their GDDY position?

Based on 13F filing dates vs. subsequent GDDY price moves, Freshford Capital Management, LLC correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on GDDY relative to SPY over the holding period was -11.1%.

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