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, exited 12, added to 3, and trimmed 1.
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.
NEW YORK, NY 10022
$142.6M
Long-equity book
5
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −12 / ↑3 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
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
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 |