Filed: 5/15/2026ACC: 0001643569-26-000003
📋 What this filing means
CLEARFIELD CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $187.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$187.86M
Total AUM (reported)
6.34M
Total Shares
Allocation by class
COM$117.48M62.5%
COM NEW$36.76M19.6%
COM CL A$20.90M11.1%
CL A ORD SHS$10.52M5.6%
SHS$2.20M1.2%
Portfolio Concentration
Top 3$65.65M34.9%
4–10$91.13M48.5%
11–25$31.08M16.5%
Top 3 weight
34.9%
Top 10 weight
83.5%
Voting Authority Distribution
Total shares with voting rights: 6.34M
Sole
Full voting authority
6.34M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
EVERUS CONSTR GROUP
SOLEShares197.70K
TypeSH
Market value$23.34M
12.42%
Sole
197.70K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares232.20K
TypeSH
Market value$21.41M
11.40%
Sole
232.20K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares83.40K
TypeSH
Market value$20.90M
11.12%
Sole
83.40K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares222.70K
TypeSH
Market value$20.50M
10.91%
Sole
222.70K
Shared
0.00
None
0.00
DELTA AIR LINES INC
SOLEShares197.80K
TypeSH
Market value$13.15M
7.00%
Sole
197.80K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares39.10K
TypeSH
Market value$12.48M
6.64%
Sole
39.10K
Shared
0.00
None
0.00
APPLIED DIGITAL CORP
SOLEShares514.38K
TypeSH
Market value$12.21M
6.50%
Sole
514.38K
Shared
0.00
None
0.00
CLEANSPARK INC
SOLEShares1.34M
TypeSH
Market value$11.40M
6.07%
Sole
1.34M
Shared
0.00
None
0.00
RIOT PLATFORMS INC
SOLEShares879.18K
TypeSH
Market value$10.87M
5.78%
Sole
879.18K
Shared
0.00
None
0.00
BITDEER TECHNOLOGIES GROUP
SOLEShares1.22M
TypeSH
Market value$10.52M
5.60%
Sole
1.22M
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares48.48K
TypeSH
Market value$7.29M
3.88%
Sole
48.48K
Shared
0.00
None
0.00
TERAWULF INC
SOLEShares500K
TypeSH
Market value$7.21M
3.84%
Sole
500K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares25.40K
TypeSH
Market value$7.09M
3.78%
Sole
25.40K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares472K
TypeSH
Market value$7.06M
3.76%
Sole
472K
Shared
0.00
None
0.00
WHITEFIBER INC
SOLEShares185.05K
TypeSH
Market value$2.20M
1.17%
Sole
185.05K
Shared
0.00
None
0.00
LESLIES INC
SOLEShares191.43K
TypeSH
Market value$214.4K
0.11%
Sole
191.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EVERUS CONSTR GROUPSOLE | COM | 197.70K | SH | $23.34M 12.42% | 197.70K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 232.20K | SH | $21.41M 11.40% | 232.20K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 83.40K | SH | $20.90M 11.12% | 83.40K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 222.70K | SH | $20.50M 10.91% | 222.70K | 0.00 | 0.00 |
DELTA AIR LINES INCSOLE | COM NEW | 197.80K | SH | $13.15M 7.00% | 197.80K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 39.10K | SH | $12.48M 6.64% | 39.10K | 0.00 | 0.00 |
APPLIED DIGITAL CORPSOLE | COM NEW | 514.38K | SH | $12.21M 6.50% | 514.38K | 0.00 | 0.00 |
CLEANSPARK INCSOLE | COM NEW | 1.34M | SH | $11.40M 6.07% | 1.34M | 0.00 | 0.00 |
RIOT PLATFORMS INCSOLE | COM | 879.18K | SH | $10.87M 5.78% | 879.18K | 0.00 | 0.00 |
BITDEER TECHNOLOGIES GROUPSOLE | CL A ORD SHS | 1.22M | SH | $10.52M 5.60% | 1.22M | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 48.48K | SH | $7.29M 3.88% | 48.48K | 0.00 | 0.00 |
TERAWULF INCSOLE | COM | 500K | SH | $7.21M 3.84% | 500K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 25.40K | SH | $7.09M 3.78% | 25.40K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 472K | SH | $7.06M 3.76% | 472K | 0.00 | 0.00 |
WHITEFIBER INCSOLE | SHS | 185.05K | SH | $2.20M 1.17% | 185.05K | 0.00 | 0.00 |
LESLIES INCSOLE | COM | 191.43K | SH | $214.4K 0.11% | 191.43K | 0.00 | 0.00 |