CLEARFIELD CAPITAL MANAGEMENT LP
CIK: 0001643569Latest portfolio: $223.0M · Q4 2025
Holdings
18
Total Value
$223.0M
New Positions
7
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | CORZCORE SCIENTIFIC INC NEW | 2,696,900 | $39.3M | 17.61% | NEW | Call |
| 2 | UALUNITED AIRLS HLDGS INC | 234,000 | $26.2M | 11.73% | -135,700 | |
| 3 | WYFIWHITEFIBER INC | 1,313,659 | $20.8M | 9.31% | +1.1M | |
| 4 | USFDUS FOODS HLDG CORP | 232,200 | $17.5M | 7.84% | -20,000 | |
| 5 | ECGEVERUS CONSTR GROUP | 197,700 | $16.9M | 7.59% | -27,900 | |
| 6 | TLNTALEN ENERGY CORP | 39,100 | $14.7M | 6.57% | -6,400 | |
| 7 | DALDELTA AIR LINES INC DEL | 207,700 | $14.4M | 6.46% | -88,800 | |
| 8 | VRTVERTIV HOLDINGS CO | 83,400 | $13.5M | 6.06% | -18,400 | |
| 9 | CLSKCLEANSPARK INC | 1,333,600 | $13.5M | 6.05% | NEW | |
| 10 | APLDAPPLIED DIGITAL CORP | 514,379 | $12.6M | 5.66% | -35,100 | |
| 11 | CEGCONSTELLATION ENERGY CORP | 25,400 | $9.0M | 4.02% | -5,300 | |
| 12 | VSTVISTRA CORP | 48,481 | $7.8M | 3.51% | -10,519 | |
| 13 | CIFRCIPHER MINING INC | 366,000 | $5.4M | 2.42% | NEW | |
| 14 | RIOTRIOT PLATFORMS INC | 402,400 | $5.1M | 2.29% | NEW | |
| 15 | BITFBITFARMS LTD | 1,050,300 | $2.5M | 1.11% | NEW | |
| 16 | CANCANAAN INC | 3,373,430 | $2.3M | 1.04% | NEW | |
| 17 | WULFTERAWULF INC | 111,700 | $1.3M | 0.58% | NEW | |
| 18 | LESLLESLIES INC | 191,575 | $316K | 0.14% | +161K |
Quarterly Changes
Closed Positions
No closed positions this quarter
Sector Breakdown
Technology0.0% ($392662075513496.1T)
Industrials0.0% ($26165169151.4T)
Financial Services0.0% ($5402509.8T)
Utilities0.0% ($1465.7T)
Consumer Defensive0.0% ($17.5M)
Consumer Cyclical0.0% ($316K)
Filing History
Fund Information
CLEARFIELD CAPITAL MANAGEMENT LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $223.0M across 18 holdings. The largest position is CORE SCIENTIFIC INC NEW (CORZ), representing 17.6% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.