13F HOLDINGS REPORT
CLEARFIELD CAPITAL MANAGEMENT LP
Quarter ended Q3 2024 · Filed November 7, 2024 · Accession 0001643569-24-000005
Total Value
$161.0M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED DIGITAL CORP | APLD | 12,061,864 | $99.5M | 61.79% |
| 2 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 267,400 | $28.1M | 17.42% |
| 3 | US FOODS HLDG CORP | USFD | 294,595 | $18.1M | 11.25% |
| 4 | LESLIES INC | 527064109 | 2,829,917 | $8.9M | 5.55% |
| 5 | COMTECH TELECOMMUNICATIONS C | 205826209 | 1,334,417 | $6.4M | 3.99% |