13F HOLDINGS REPORT
CLEARFIELD CAPITAL MANAGEMENT LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001643569-25-000003
Total Value
$76.2M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLIED DIGITAL CORP | APLD | 4,176,179 | $23.5M | 30.80% |
| 2 | US FOODS HLDG CORP | USFD | 308,495 | $20.2M | 26.50% |
| 3 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 192,696 | $15.0M | 19.63% |
| 4 | PERFORMANCE FOOD GROUP CO | PFGC | 122,500 | $9.6M | 12.64% |
| 5 | EVERUS CONSTR GROUP | EVEX-WT | 191,900 | $7.1M | 9.34% |
| 6 | COMTECH TELECOMMUNICATIONS C | 205826209 | 516,081 | $825,730 | 1.08% |