13F HOLDINGS REPORT
CLEARFIELD CAPITAL MANAGEMENT LP
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001643569-24-000004
Total Value
$111.2M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED DIGITAL CORP | APLD | 4,450,094 | $26.5M | 23.82% |
| 2 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 276,900 | $26.4M | 23.72% |
| 3 | US FOODS HLDG CORP | USFD | 473,395 | $25.1M | 22.56% |
| 4 | LESLIES INC | 527064109 | 4,697,404 | $19.7M | 17.70% |
| 5 | ASHLAND INC | ASH | 78,837 | $7.4M | 6.70% |
| 6 | COMTECH TELECOMMUNICATIONS C | 205826209 | 1,253,017 | $3.8M | 3.42% |
| 7 | GROCERY OUTLET HLDG CORP | GO | 91,853 | $2.0M | 1.83% |
| 8 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 7,585 | $285,499 | 0.26% |