CLEARFIELD CAPITAL MANAGEMENT LP — 13F Holdings & Portfolio
CIK 1643569 · latest 13F-HR filed 2026-08-14
CLEARFIELD CAPITAL MANAGEMENT LP manages $142.6M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BTDR (45.51%), WULF (20.17%), KEEL (16.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 12; 3 existing positions rose in reported value and 1 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 26, 2026.
11TH FLOOR
NEW YORK, NY 10022
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CLEARFIELD CAPITAL MANAGEMENT GP LLC Control | GENERAL PARTNER OF REGISTRANT since Sep 2014 | 75% or more | Domestic Entity |
| HILAL, PHILIP, JOSEPH Control | CHIEF INVESTMENT OFFICER AND LIMITED PARTNER OF REGISTRANT since Sep 2014 | Less than 5% | Individual |
| SKOW, RICHARD, WILLIAM Control | CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER since Sep 2025 | Less than 5% | Individual |
| HILAL FAMILY 2014 TRUST | LMITED PARTNER OF REGISTRANT since Nov 2014 | Less than 5% | Domestic Entity |
| HILAL, PHILIP, JOSEPH Control Indirect owner via CLEARFIELD CAPITAL MANAGEMENT GP LLC | MANAGING MEMBER since Sep 2014 | 75% or more | Individual |
| HILAL, PHILIP, JOSEPH Control Indirect owner via HILAL FAMILY 2014 TRUST | TRUSTEE since Nov 2014 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 7 filings with changes since Feb 24, 2015
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedKASSEL, SUSAN, LAWRENCE · CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Mar 2024
- AddedSKOW, RICHARD, WILLIAM · CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER · Less than 5% · control person
- No longer listedMURRAY, JOHN, ANDREW · CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Mar 2018
- AddedKASSEL, SUSAN, LAWRENCE · CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedHILAL FAMILY 2014 TRUST · ownership 10–25% → Less than 5%
- No longer listedTAWIL, AARON, MICHAEL · CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2014
- AddedMURRAY, JOHN, ANDREW · CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedHILAL, PHILIP, JOSEPH · title CHIEF INVESTMENT OFFICER AND LIMITED PARTNER OF REGISTRANT / MANAGING MEMBER OF RELYING ADVISER → CHIEF INVESTMENT OFFICER AND LIMITED PARTNER OF REGISTRANT; ownership 75% or more → Less than 5%
- AddedHILAL FAMILY 2014 TRUST · LMITED PARTNER OF REGISTRANT · 10–25%
- AddedHILAL, PHILIP, JOSEPH · TRUSTEE · General partner, trustee or manager · indirect via HILAL FAMILY 2014 TRUST · control person
- ChangedHILAL, PHILIP, JOSEPH · title CHIEF INVESTMENT OFFICER AND GENERAL PARTNER OF RELYING ADVISER → CHIEF INVESTMENT OFFICER AND LIMITED PARTNER OF REGISTRANT / MANAGING MEMBER OF RELYING ADVISER; ownership Less than 5% → 75% or more
- ChangedHILAL, PHILIP, JOSEPH · title CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER AND GENERAL PARTNER OF RELYING ADVISER
- ListedCLEARFIELD CAPITAL MANAGEMENT GP LLC · GENERAL PARTNER OF REGISTRANT · 75% or more · control person
- ListedHILAL, PHILIP, JOSEPH · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ListedHILAL, PHILIP, JOSEPH · MANAGING MEMBER · 75% or more · indirect via CLEARFIELD CAPITAL MANAGEMENT GP LLC · control person
- ListedTAWIL, AARON, MICHAEL · CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- BITDEER TECHNOLOGIES GROUP$54.4M +517.1%
- TERAWULF INC$21.5M +298.5%
- APPLIED DIGITAL CORP$7.0M +57.1%
Exited Positions
- EVERUS CONSTR GROUP$23.3M
- US FOODS HLDG CORP$21.4M
- VERTIV HOLDINGS CO$20.9M
- UNITED AIRLS HLDGS INC$20.5M
- DELTA AIR LINES INC$13.1M
CLEARFIELD CAPITAL MANAGEMENT LP Holdings (2026-06-30)
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 | BITDEER TECHNOLOGIES GROUP | BTDR | G11448100 | $64.9M | 45.51% | 4,089,074 | SH |
| 2 | TERAWULF INC | WULF | 88080T104 | $28.8M | 20.17% | 1,164,000 | SH |
| 3 | KEEL INFRASTRUCTURE CORP | KEEL | 486917107 | $22.9M | 16.08% | 3,994,857 | SH |
| 4 | APPLIED DIGITAL CORP | APLD | 038169207 | $19.2M | 13.46% | 514,379 | SH |
| 5 | CLEANSPARK INC | CLSK | 18452B209 | $6.8M | 4.78% | 468,455 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $142.6M | 5 | 0001643569-26-000004 |
| 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 |
NEW YORK, NY 10022