CLEARFIELD CAPITAL MANAGEMENT LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$178.0B
Holdings
18
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APLDAPPLIED DIGITAL CORP | 5,005,779 | $38.2B | 21.48% | |
| 2 | IFFINTERNATIONAL FLAVORS&FRAGRA | 267,400 | $22.6B | 12.70% | |
| 3 | USFDUS FOODS HLDG CORP | 294,595 | $19.9B | 11.16% | |
| 4 | UALUNITED AIRLS HLDGS INC | 203,000 | $19.7B | 11.07% | |
| 5 | MARMARRIOTT INTL INC NEW | 52,300 | $14.6B | 8.19% | |
| 6 | HHYATT HOTELS CORP | 64,400 | $10.1B | 5.68% | |
| 7 | HLTHILTON WORLDWIDE HLDGS INC | 40,800 | $10.1B | 5.66% | |
| 8 | DALDELTA AIR LINES INC DEL | 131,400 | $7.9B | 4.47% | |
| 9 | BTDRBITDEER TECHNOLOGIES GROUP | 267,500 | $5.8B | 3.26% | |
| 10 | NCLHNORWEGIAN CRUISE LINE HLDG L | 189,800 | $4.9B | 2.74% | |
| 11 | CCLCARNIVAL CORP | 161,600 | $4.0B | 2.26% | |
| 12 | RCLROYAL CARIBBEAN GROUP | 17,100 | $3.9B | 2.22% | |
| 13 | CMTLCOMTECH TELECOMMUNICATIONS C | 962,587 | $3.9B | 2.17% | |
| 14 | VMCVULCAN MATLS CO | 12,800 | $3.3B | 1.85% | |
| 15 | CIFRCIPHER MINING INC | 677,900 | $3.1B | 1.77% | |
| 16 | MLMMARTIN MARIETTA MATLS INC | 5,700 | $2.9B | 1.65% | |
| 17 | NSCNORFOLK SOUTHN CORP | 8,700 | $2.0B | 1.15% | |
| 18 | WHWYNDHAM HOTELS & RESORTS INC | 9,300 | $937.3M | 0.53% |