CLEARFIELD CAPITAL MANAGEMENT LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$76.2B
Holdings
6
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (6 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APLDAPPLIED DIGITAL CORP | 4,176,179 | $23.5B | 30.80% | |
| 2 | USFDUS FOODS HLDG CORP | 308,495 | $20.2B | 26.50% | |
| 3 | IFFINTERNATIONAL FLAVORS&FRAGRA | 192,696 | $15.0B | 19.63% | |
| 4 | PFGCPERFORMANCE FOOD GROUP CO | 122,500 | $9.6B | 12.64% | |
| 5 | ECGEVERUS CONSTR GROUP | 191,900 | $7.1B | 9.34% | |
| 6 | CMTLCOMTECH TELECOMMUNICATIONS C | 516,081 | $825.7M | 1.08% |