CLEARFIELD CAPITAL MANAGEMENT LP
Top Portfolio Positions
16 positions ·
$187,857,116 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ECG |
Everus Construction Group, Inc.
Industrials
|
197,700 | $23,340,462 | 12.42% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
232,200 | $21,411,162 | 11.40% | |
| VRT |
Vertiv Holdings Co
Industrials
|
83,400 | $20,898,372 | 11.12% | |
| UAL |
United Airlines Holdings, Inc.
Industrials
|
222,700 | $20,503,989 | 10.91% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
197,800 | $13,149,744 | 7.00% | |
| TLN |
Talen Energy Corp
Utilities
|
39,100 | $12,481,893 | 6.64% | |
| APLD |
Applied Digital Corp.
Technology
|
514,379 | $12,211,357 | 6.50% | |
| CLSK |
Cleanspark, Inc.
Financial Services
|
1,339,798 | $11,401,680 | 6.07% | |
| RIOT |
Riot Platforms, Inc.
Financial Services
|
879,182 | $10,866,689 | 5.78% | |
| BTDR |
Bitdeer Technologies Group
Technology
|
1,215,748 | $10,516,220 | 5.60% |
Portfolio Trend
25 quarters · across all stocks
Holdings in APLD
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,211,357 | 514,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,612,573 | 514,379 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,605,048 | 549,479 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,731,632 | 569,179 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,470,125 | 4,176,179 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,244,151 | 5,005,779 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $38,244,151 | 5,005,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $99,510,378 | 12,061,864 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $26,478,059 | 4,450,094 | Shares | Sole | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||