13F HOLDINGS REPORT
CLEARFIELD CAPITAL MANAGEMENT LP
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001643569-23-000003
Total Value
$64.1M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | US FOODS HLDG CORP | USFD | 650,374 | $24.0M | 37.46% |
| 2 | FRONTIER COMMUNICATIONS PARE | 35909D109 | 714,283 | $16.3M | 25.36% |
| 3 | FERGUSON PLC NEW | G3421J106 | 117,500 | $15.7M | 24.50% |
| 4 | FIDELITY NATL INFORMATION SV | 31620M106 | 149,700 | $8.1M | 12.68% |