CIK 1643569
CLEARFIELD CAPITAL MANAGEMENT LP
Institutional 13F holdings & portfolio
Holdings
18
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–18 of 18
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UAL | UNITED AIRLS HLDGS INC | 234K | $1M+ | SH |
| WYFI | WHITEFIBER INC | 1.3M | $1M+ | SH |
| USFD | US FOODS HLDG CORP | 232K | $1M+ | SH |
| ECG | EVERUS CONSTR GROUP | 198K | $1M+ | SH |
| TLN | TALEN ENERGY CORP | 39K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 208K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 83K | $1M+ | SH |
| CLSK | CLEANSPARK INC | 1.3M | $1M+ | SH |
| APLD | APPLIED DIGITAL CORP | 514K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 25K | $1M+ | SH |
| VST | VISTRA CORP | 48K | $1M+ | SH |
| CIFR | CIPHER MINING INC | 366K | $1M+ | SH |
| RIOT | RIOT PLATFORMS INC | 402K | $1M+ | SH |
| BITF | BITFARMS LTD | 1.1M | $1M+ | SH |
| CAN | CANAAN INC | 3.4M | $1M+ | SH |
| CORZ | CORE SCIENTIFIC INC NEW | 97K | $1M+ | SH |
| WULF | TERAWULF INC | 112K | $1M+ | SH |
| LESL | LESLIES INC | 192K | $100K–$500K | SH |