CLEARFIELD CAPITAL MANAGEMENT LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$129.8B
Holdings
12
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | USFDUS FOODS HLDG CORP | 308,495 | $23.8B | 18.30% | |
| 2 | VRTVERTIV HOLDINGS CO | 132,100 | $17.0B | 13.07% | |
| 3 | ECGEVERUS CONSTR GROUP | 210,664 | $13.4B | 10.31% | |
| 4 | UALUNITED AIRLS HLDGS INC | 136,919 | $10.9B | 8.40% | |
| 5 | CEGCONSTELLATION ENERGY CORP | 33,000 | $10.7B | 8.20% | |
| 6 | VSTVISTRA CORP | 54,100 | $10.5B | 8.08% | |
| 7 | GTMZOOMINFO TECHNOLOGIES INC | 977,932 | $9.9B | 7.62% | |
| 8 | TLNTALEN ENERGY CORP | 33,900 | $9.9B | 7.59% | |
| 9 | DALDELTA AIR LINES INC DEL | 197,128 | $9.7B | 7.47% | |
| 10 | APLDAPPLIED DIGITAL CORP | 569,179 | $5.7B | 4.41% | |
| 11 | ALKALASKA AIR GROUP INC | 108,945 | $5.4B | 4.15% | |
| 12 | VSTSVESTIS CORPORATION | 544,399 | $3.1B | 2.40% |