CLEARFIELD CAPITAL MANAGEMENT LP
Position in KEEL — Keel Infrastructure Corp.
CIK 1643569
NEW YORK, NY
Position in KEEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,930,479
+$20,462,274 QoQ
Shares Held
3,994,857
+280.4% QoQ
Ownership
0.647%
of shares outstanding
% of Portfolio
16.08%
of 13F equity value
Holder Rank
#25
of 280 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KEEL Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026CLEARFIELD CAPITAL MANAGEMENT LP holds $42,116,815 across 2 Information Technology Services names. KEEL ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEEL |
Keel Infrastructure Corp.
This page
|
3,994,857 | $22,930,479 | |
| 2 | APLD |
Applied Digital Corp.
|
514,379 | $19,186,336 |
All Filings in KEEL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,930,479 | 3,994,857 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $2,468,205 | 1,050,300 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||