Clearfield Capital Management’s International Flavors & Fragrances IFF Stock Holding History

Clearfield Capital Management’s Portfolio IFF Stock Details IFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-192,696	Closed	-$15M	–	14
2025 Q1	$15M	Sell	192,696 -74,704	-28%	-$6.16M	19.63%	3
2024 Q4	$22.6M	Hold	267,400	–	–	12.7%	2
2024 Q3	$28.1M	Sell	267,400 -9,500	-3%	-$947K	17.42%	2
2024 Q2	$26.4M	Sell	276,900 -13,000	-4%	-$1.19M	23.72%	2
2024 Q1	$24.9M	Sell	289,900 -65,426	-18%	-$5.25M	21.15%	1
2023 Q4	$28.8M	Buy	+355,326	New	+$25.7M	25.06%	1
2021 Q2	–	Sell	-670,986	Closed	-$93.7M	–	11
2021 Q1	$93.7M	Hold	670,986	–	–	35.68%	1
2020 Q4	$73M	Buy	+670,986	New	+$75.3M	36.19%	1

Other funds holding IFF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Freemont Capital Singapore $4.91B AUM 5.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Clearfield Capital Management's IFF Position: Q2 2025 in Review

Clearfield Capital Management sold out of International Flavors & Fragrances (IFF) in Q2 2025, closing a stake of 192,696 shares — an estimated $15M sold.

Clearfield Capital Management first reported a position in IFF in Q4 2020 and held it in 8 quarters. The position peaked at $93.7M in Q1 2021. 689 funds tracked by Wall St. Rank hold IFF as of Q2 2025.

Clearfield Capital Management reported no remaining International Flavors & Fragrances position as of Q2 2025 after selling out during the quarter.
Clearfield Capital Management sold 192,696 International Flavors & Fragrances shares in Q2 2025, an estimated $15M.
Clearfield Capital Management first reported a position in International Flavors & Fragrances in Q4 2020 and held it in 8 quarters.
Clearfield Capital Management's International Flavors & Fragrances position peaked at $93.7M in Q1 2021.
689 funds tracked by Wall St. Rank held International Flavors & Fragrances as of Q2 2025.

Based on Clearfield Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.