13F HOLDINGS REPORT
CLEARFIELD CAPITAL MANAGEMENT LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001643569-23-000005
Total Value
$100.1M
Positions
2
Other Managers
0
Confidential Omitted
No
Holdings (2)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GROCERY OUTLET HLDG CORP | GO | 2,473,062 | $71.3M | 71.27% |
| 2 | US FOODS HLDG CORP | USFD | 724,404 | $28.8M | 28.73% |