13F HOLDINGS REPORT
CLEARFIELD CAPITAL MANAGEMENT LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001643569-25-000008
Total Value
$167.1M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED AIRLS HLDGS INC | UNTCW | 369,700 | $35.7M | 21.35% |
| 2 | TALEN ENERGY CORP | TLN | 45,500 | $19.4M | 11.58% |
| 3 | EVERUS CONSTR GROUP | EVEX-WT | 225,600 | $19.3M | 11.58% |
| 4 | US FOODS HLDG CORP | USFD | 252,200 | $19.3M | 11.56% |
| 5 | DELTA AIR LINES INC DEL | DAL | 296,500 | $16.8M | 10.07% |
| 6 | VERTIV HOLDINGS CO | VRT | 101,800 | $15.4M | 9.19% |
| 7 | APPLIED DIGITAL CORP | APLD | 549,479 | $12.6M | 7.54% |
| 8 | VISTRA CORP | VST | 59,000 | $11.6M | 6.92% |
| 9 | CONSTELLATION ENERGY CORP | CEG | 30,700 | $10.1M | 6.05% |
| 10 | WHITEFIBER INC | WYFI | 249,482 | $6.8M | 4.06% |
| 11 | LESLIES INC | 527064208 | 30,872 | $169,796 | 0.10% |