13F HOLDINGS REPORT
CLEARFIELD CAPITAL MANAGEMENT LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001643569-23-000002
Total Value
$69.0M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | US FOODS HLDG CORP | USFD | 623,719 | $21.2M | 30.74% |
| 2 | FERGUSON PLC NEW | G3421J106 | 124,900 | $15.9M | 22.98% |
| 3 | FIDELITY NATL INFORMATION SV | 31620M106 | 189,900 | $12.9M | 18.67% |
| 4 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 483,578 | $12.3M | 17.85% |
| 5 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 106,792 | $6.7M | 9.76% |