13F HOLDINGS REPORT
CLEARFIELD CAPITAL MANAGEMENT LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001643569-25-000006
Total Value
$129.8M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | US FOODS HLDG CORP | USFD | 308,495 | $23.8M | 18.30% |
| 2 | VERTIV HOLDINGS CO | VRT | 132,100 | $17.0M | 13.07% |
| 3 | EVERUS CONSTR GROUP | EVEX-WT | 210,664 | $13.4M | 10.31% |
| 4 | UNITED AIRLS HLDGS INC | UNTCW | 136,919 | $10.9M | 8.40% |
| 5 | CONSTELLATION ENERGY CORP | CEG | 33,000 | $10.7M | 8.20% |
| 6 | VISTRA CORP | VST | 54,100 | $10.5M | 8.08% |
| 7 | ZOOMINFO TECHNOLOGIES INC | GTM | 977,932 | $9.9M | 7.62% |
| 8 | TALEN ENERGY CORP | TLN | 33,900 | $9.9M | 7.59% |
| 9 | DELTA AIR LINES INC DEL | DAL | 197,128 | $9.7M | 7.47% |
| 10 | APPLIED DIGITAL CORP | APLD | 569,179 | $5.7M | 4.41% |
| 11 | ALASKA AIR GROUP INC | ALK | 108,945 | $5.4M | 4.15% |
| 12 | VESTIS CORPORATION | VSTS | 544,399 | $3.1M | 2.40% |