Universe · entity
CLEARFIELD CAPITAL MANAGEMENT LP
Institutional manager (13F) · CIK 1643569
13F holdings · as of 2026-03-31 · top 16 · reported portfolio $182M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | EVERUS CONSTR GROUP | $23M | 197,700 |
| 2 | US FOODS HLDG CORP | $21M | 232,200 |
| 3 | VERTIV HOLDINGS CO | $21M | 83,400 |
| 4 | UNITED AIRLS HLDGS INC | $21M | 222,700 |
| 5 | DELTA AIR LINES INC | $13M | 197,800 |
| 6 | TALEN ENERGY CORP | $12M | 39,100 |
| 7 | APPLIED DIGITAL CORP | $12M | 514,379 |
| 8 | CLEANSPARK INC | $11M | 1,339,798 |
| 9 | RIOT PLATFORMS INC | $11M | 879,182 |
| 10 | BITDEER TECHNOLOGIES GROUP | $11M | 1,215,748 |
| 11 | VISTRA CORP | $7M | 48,481 |
| 12 | TERAWULF INC | $7M | 500,000 |
| 13 | CONSTELLATION ENERGY CORP | $7M | 25,400 |
| 14 | WHITEFIBER INC | $2M | 185,049 |
| 15 | CORE SCIENTIFIC INC NEW | $1M | 100,000 |
| 16 | LESLIES INC | $214k | 191,426 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.