CLEARFIELD CAPITAL MANAGEMENT LP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$223.0B
Holdings
18
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CORZCORE SCIENTIFIC INC NEW | 2,696,900 | $39.3B | 17.61% | Call |
| 2 | UALUNITED AIRLS HLDGS INC | 234,000 | $26.2B | 11.73% | |
| 3 | WYFIWHITEFIBER INC | 1,313,659 | $20.8B | 9.31% | |
| 4 | USFDUS FOODS HLDG CORP | 232,200 | $17.5B | 7.84% | |
| 5 | ECGEVERUS CONSTR GROUP | 197,700 | $16.9B | 7.59% | |
| 6 | TLNTALEN ENERGY CORP | 39,100 | $14.7B | 6.57% | |
| 7 | DALDELTA AIR LINES INC DEL | 207,700 | $14.4B | 6.46% | |
| 8 | VRTVERTIV HOLDINGS CO | 83,400 | $13.5B | 6.06% | |
| 9 | CLSKCLEANSPARK INC | 1,333,600 | $13.5B | 6.05% | |
| 10 | APLDAPPLIED DIGITAL CORP | 514,379 | $12.6B | 5.66% | |
| 11 | CEGCONSTELLATION ENERGY CORP | 25,400 | $9.0B | 4.02% | |
| 12 | VSTVISTRA CORP | 48,481 | $7.8B | 3.51% | |
| 13 | CIFRCIPHER MINING INC | 366,000 | $5.4B | 2.42% | |
| 14 | RIOTRIOT PLATFORMS INC | 402,400 | $5.1B | 2.29% | |
| 15 | BITFBITFARMS LTD | 1,050,300 | $2.5B | 1.11% | |
| 16 | CANCANAAN INC | 3,373,430 | $2.3B | 1.04% | |
| 17 | WULFTERAWULF INC | 111,700 | $1.3B | 0.58% | |
| 18 | LESLLESLIES INC | 191,575 | $316.0M | 0.14% |