CLEARFIELD CAPITAL MANAGEMENT LP — 13F Holdings & Portfolio
CIK 1643569 · latest 13F-HR filed 2026-05-15
CLEARFIELD CAPITAL MANAGEMENT LP manages $187.9M in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ECG (12.42%), USFD (11.40%), VRT (11.12%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 3, added to 6, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$187.9M
Long-equity book
17
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −3 / ↑6 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VERTIV HOLDINGS CO$7.4M +54.7%
- EVERUS CONSTR GROUP$6.4M +38.0%
- TERAWULF INC$5.9M +462.2%
- RIOT PLATFORMS INC$5.8M +113.1%
- US FOODS HLDG CORP$3.9M +22.4%
Top Trims
- WHITEFIBER INC-$18.6M -89.4%
- UNITED AIRLS HLDGS INC-$5.7M -21.6%
- TALEN ENERGY CORP-$2.2M -14.8%
- CLEANSPARK INC-$2.1M -15.5%
- CONSTELLATION ENERGY CORP-$1.9M -21.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | EVERUS CONSTR GROUP | ECG | 300426103 | $23.3M | 12.42% | 197,700 | SH |
| 2 | US FOODS HLDG CORP | USFD | 912008109 | $21.4M | 11.40% | 232,200 | SH |
| 3 | VERTIV HOLDINGS CO | VRT | 92537N108 | $20.9M | 11.12% | 83,400 | SH |
| 4 | UNITED AIRLS HLDGS INC | UAL | 910047109 | $20.5M | 10.91% | 222,700 | SH |
| 5 | DELTA AIR LINES INC | DAL | 247361702 | $13.1M | 7.00% | 197,800 | SH |
| 6 | TALEN ENERGY CORP | TLN | 87422Q109 | $12.5M | 6.64% | 39,100 | SH |
| 7 | APPLIED DIGITAL CORP | APLD | 038169207 | $12.2M | 6.50% | 514,379 | SH |
| 8 | CLEANSPARK INC | CLSK | 18452B209 | $11.4M | 6.07% | 1,339,798 | SH |
| 9 | RIOT PLATFORMS INC | RIOT | 767292105 | $10.9M | 5.78% | 879,182 | SH |
| 10 | BITDEER TECHNOLOGIES GROUP | BTDR | G11448100 | $10.5M | 5.60% | 1,215,748 | SH |
| 11 | VISTRA CORP | VST | 92840M102 | $7.3M | 3.88% | 48,481 | SH |
| 12 | TERAWULF INC | WULF | 88080T104 | $7.2M | 3.84% | 500,000 | SH |
| 13 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $7.1M | 3.78% | 25,400 | SH |
| 14 | CORE SCIENTIFIC INC NEW Call | CORZ | 21874A106 | $5.6M | 2.96% | 372,000 | SH |
| 15 | WHITEFIBER INC | WYFI | G96115103 | $2.2M | 1.17% | 185,049 | SH |
| 16 | CORE SCIENTIFIC INC NEW | CORZ | 21874A106 | $1.5M | 0.80% | 100,000 | SH |
| 17 | LESLIES INC | LESL | 527064208 | $214.4K | 0.11% | 191,426 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $187.9M | 17 | 0001643569-26-000003 |
| 2025-12-31 | 2026-02-13 | $223.0M | 19 | 0001643569-26-000002 |
| 2025-09-30 | 2025-11-14 | $167.1M | 11 | 0001643569-25-000008 |