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 USFD
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,411,162 | 232,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,489,304 | 232,200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,323,564 | 252,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,757,199 | 308,495 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,194,082 | 308,495 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,873,378 | 294,595 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,117,592 | 294,595 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $25,080,467 | 473,395 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,401,297 | 359,483 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,692,206 | 565,783 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,758,838 | 724,404 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,711,980 | 402,545 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,024,815 | 650,374 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,218,920 | 623,719 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,942,184 | 678,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,971,000 | 325,000 | Shares | Sole | 2022-08-12 | |
| 2021-03-31 | $16,532,644 | 433,700 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $20,685,510 | 621,000 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $14,891,844 | 670,200 | Shares | Sole | 2020-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||