Institutional Manager · CIK 0001643569
CLEARFIELD CAPITAL MANAGEMENT LP
NEW YORK, NY · File #028-17268
Latest AUM
$223.0M
Positions
19
Top-10 Concentration
84.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202519 pos · $223.0M
- 13F HOLDINGS REPORTQ/E Sep 202511 pos · $167.1M
- 13F HOLDINGS REPORTQ/E Jun 202512 pos · $129.8M
- 13F HOLDINGS REPORTQ/E Mar 20256 pos · $76.2M
- 13F HOLDINGS REPORTQ/E Dec 202418 pos · $178.0M
- 13F HOLDINGS REPORTQ/E Sep 20245 pos · $161.0M
- 13F HOLDINGS REPORTQ/E Jun 20248 pos · $111.2M
- 13F HOLDINGS REPORTQ/E Mar 202410 pos · $117.9M
- 13F HOLDINGS REPORTQ/E Dec 20232 pos · $100.1M
- 13F HOLDINGS REPORTQ/E Sep 202310 pos · $123.2M
- 13F HOLDINGS REPORTQ/E Jun 20234 pos · $64.1M
- 13F HOLDINGS REPORTQ/E Mar 20235 pos · $69.0M
Top 19 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CORE SCIENTIFIC INC NEW | 21874A106 | 2,599,800 | $37.9M | 16.98% |
| 2 | UNITED AIRLS HLDGS INC | UNTCW | 234,000 | $26.2M | 11.73% |
| 3 | WHITEFIBER INC | WYFI | 1,313,659 | $20.8M | 9.31% |
| 4 | US FOODS HLDG CORP | USFD | 232,200 | $17.5M | 7.84% |
| 5 | EVERUS CONSTR GROUP | EVEX-WT | 197,700 | $16.9M | 7.59% |
| 6 | TALEN ENERGY CORP | TLN | 39,100 | $14.7M | 6.57% |
| 7 | DELTA AIR LINES INC DEL | DAL | 207,700 | $14.4M | 6.46% |
| 8 | VERTIV HOLDINGS CO | VRT | 83,400 | $13.5M | 6.06% |
| 9 | CLEANSPARK INC | CLSKW | 1,333,600 | $13.5M | 6.05% |
| 10 | APPLIED DIGITAL CORP | APLD | 514,379 | $12.6M | 5.66% |
| 11 | CONSTELLATION ENERGY CORP | CEG | 25,400 | $9.0M | 4.02% |
| 12 | VISTRA CORP | VST | 48,481 | $7.8M | 3.51% |
| 13 | CIPHER MINING INC | 17253J106 | 366,000 | $5.4M | 2.42% |
| 14 | RIOT PLATFORMS INC | RIOT | 402,400 | $5.1M | 2.29% |
| 15 | BITFARMS LTD | BITF | 1,050,300 | $2.5M | 1.11% |
| 16 | CANAAN INC | CAN | 3,373,430 | $2.3M | 1.04% |
| 17 | CORE SCIENTIFIC INC NEW | 21874A106 | 97,100 | $1.4M | 0.63% |
| 18 | TERAWULF INC | WULF | 111,700 | $1.3M | 0.58% |
| 19 | LESLIES INC | 527064208 | 191,575 | $316,099 | 0.14% |