CLEARFIELD CAPITAL MANAGEMENT LP
CIK: 0001643569SEC EDGAR →
Portfolio Value
$223.0M
Holdings
18
As of
Q4 2025
New Positions
2
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CORZCall CORE SCIENTIFIC INC NEW | 2,696,900 | $39.3M | 17.61% |
| 2 | UNITED AIRLS HLDGS INC | 234,000 | $26.2M | 11.73% |
| 3 | WHITEFIBER INC | 1,313,659 | $20.8M | 9.31% |
| 4 | US FOODS HLDG CORP | 232,200 | $17.5M | 7.84% |
| 5 | EVERUS CONSTR GROUP | 197,700 | $16.9M | 7.59% |
| 6 | TALEN ENERGY CORP | 39,100 | $14.7M | 6.57% |
| 7 | DELTA AIR LINES INC DEL | 207,700 | $14.4M | 6.46% |
| 8 | VERTIV HOLDINGS CO | 83,400 | $13.5M | 6.06% |
| 9 | CLEANSPARK INC | 1,333,600 | $13.5M | 6.05% |
| 10 | APPLIED DIGITAL CORP | 514,379 | $12.6M | 5.66% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 5 | $88.5M | 39.7% |
| Industrials | 4 | $71.0M | 31.8% |
| Utilities | 3 | $31.4M | 14.1% |
| Consumer Defensive | 1 | $17.5M | 7.8% |
| Financial Services | 4 | $14.3M | 6.4% |
| Consumer Cyclical | 1 | $316K | 0.1% |