Filed: 2/13/2026ACC: 0001643569-26-000002
📋 What this filing means
CLEARFIELD CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $222.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$222.97M
Total AUM (reported)
12.42M
Total Shares
Allocation by class
COM$145.86M65.4%
COM NEW$40.52M18.2%
SHS$20.76M9.3%
COM CL A$13.51M6.1%
SPONSORED ADS$2.33M1.0%
Portfolio Concentration
Top 3$86.19M38.7%
4–10$103.10M46.2%
11–25$33.69M15.1%
Top 3 weight
38.7%
Top 10 weight
84.9%
Voting Authority Distribution
Total shares with voting rights: 12.42M
Sole
Full voting authority
12.42M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
CORE SCIENTIFIC INC NEW
SOLEShares2.70M
TypeSH
Market value$39.27M
17.61%
Sole
2.70M
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares234K
TypeSH
Market value$26.17M
11.73%
Sole
234K
Shared
0.00
None
0.00
WHITEFIBER INC
SOLEShares1.31M
TypeSH
Market value$20.76M
9.31%
Sole
1.31M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares232.20K
TypeSH
Market value$17.49M
7.84%
Sole
232.20K
Shared
0.00
None
0.00
EVERUS CONSTR GROUP
SOLEShares197.70K
TypeSH
Market value$16.92M
7.59%
Sole
197.70K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares39.10K
TypeSH
Market value$14.66M
6.57%
Sole
39.10K
Shared
0.00
None
0.00
DELTA AIR LINES INC DEL
SOLEShares207.70K
TypeSH
Market value$14.41M
6.46%
Sole
207.70K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares83.40K
TypeSH
Market value$13.51M
6.06%
Sole
83.40K
Shared
0.00
None
0.00
CLEANSPARK INC
SOLEShares1.33M
TypeSH
Market value$13.50M
6.05%
Sole
1.33M
Shared
0.00
None
0.00
APPLIED DIGITAL CORP
SOLEShares514.38K
TypeSH
Market value$12.61M
5.66%
Sole
514.38K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares25.40K
TypeSH
Market value$8.97M
4.02%
Sole
25.40K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares48.48K
TypeSH
Market value$7.82M
3.51%
Sole
48.48K
Shared
0.00
None
0.00
CIPHER MINING INC
SOLEShares366K
TypeSH
Market value$5.40M
2.42%
Sole
366K
Shared
0.00
None
0.00
RIOT PLATFORMS INC
SOLEShares402.40K
TypeSH
Market value$5.10M
2.29%
Sole
402.40K
Shared
0.00
None
0.00
BITFARMS LTD
SOLEShares1.05M
TypeSH
Market value$2.47M
1.11%
Sole
1.05M
Shared
0.00
None
0.00
CANAAN INC
SOLEShares3.37M
TypeSH
Market value$2.33M
1.04%
Sole
3.37M
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares111.70K
TypeSH
Market value$1.28M
0.58%
Sole
111.70K
Shared
0.00
None
0.00
LESLIES INC
SOLEShares191.57K
TypeSH
Market value$316.1K
0.14%
Sole
191.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CORE SCIENTIFIC INC NEWSOLE | COM | 2.70M | SH | $39.27M 17.61% | 2.70M | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 234K | SH | $26.17M 11.73% | 234K | 0.00 | 0.00 |
WHITEFIBER INCSOLE | SHS | 1.31M | SH | $20.76M 9.31% | 1.31M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 232.20K | SH | $17.49M 7.84% | 232.20K | 0.00 | 0.00 |
EVERUS CONSTR GROUPSOLE | COM | 197.70K | SH | $16.92M 7.59% | 197.70K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 39.10K | SH | $14.66M 6.57% | 39.10K | 0.00 | 0.00 |
DELTA AIR LINES INC DELSOLE | COM NEW | 207.70K | SH | $14.41M 6.46% | 207.70K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 83.40K | SH | $13.51M 6.06% | 83.40K | 0.00 | 0.00 |
CLEANSPARK INCSOLE | COM NEW | 1.33M | SH | $13.50M 6.05% | 1.33M | 0.00 | 0.00 |
APPLIED DIGITAL CORPSOLE | COM NEW | 514.38K | SH | $12.61M 5.66% | 514.38K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 25.40K | SH | $8.97M 4.02% | 25.40K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 48.48K | SH | $7.82M 3.51% | 48.48K | 0.00 | 0.00 |
CIPHER MINING INCSOLE | COM | 366K | SH | $5.40M 2.42% | 366K | 0.00 | 0.00 |
RIOT PLATFORMS INCSOLE | COM | 402.40K | SH | $5.10M 2.29% | 402.40K | 0.00 | 0.00 |
BITFARMS LTDSOLE | COM | 1.05M | SH | $2.47M 1.11% | 1.05M | 0.00 | 0.00 |
CANAAN INCSOLE | SPONSORED ADS | 3.37M | SH | $2.33M 1.04% | 3.37M | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 111.70K | SH | $1.28M 0.58% | 111.70K | 0.00 | 0.00 |
LESLIES INCSOLE | COM | 191.57K | SH | $316.1K 0.14% | 191.57K | 0.00 | 0.00 |