CLEARFIELD CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APLD | 549K | $12.61M |
 | UAL | 370K | $35.68M |
 | DAL | 297K | $16.83M |
 | USFD | 252K | $19.32M |
 | WYFI | 249K | $6.78M |
 | ECG | 226K | $19.35M |
 | VRT | 102K | $15.36M |
 | VST | 59K | $11.56M |
 | TLN | 46K | $19.35M |
 | LESL | 31K | $169.80K |
 | CEG | 31K | $10.10M |
Applied Digital Corporation
APLD
Shares Held
549K
Value
$12.61M
United Airlines Holdings, Inc.
UAL
Shares Held
370K
Value
$35.68M
Delta Air Lines, Inc.
DAL
Shares Held
297K
Value
$16.83M
US Foods Holding Corp.
USFD
Shares Held
252K
Value
$19.32M
WhiteFiber, Inc. Ordinary Shares
WYFI
Shares Held
249K
Value
$6.78M
Everus Construction Group, Inc.
ECG
Shares Held
226K
Value
$19.35M
Vertiv Holdings Co
VRT
Shares Held
102K
Value
$15.36M
Vistra Corp.
VST
Shares Held
59K
Value
$11.56M
Talen Energy Corporation
TLN
Shares Held
46K
Value
$19.35M
Leslie's, Inc.
LESL
Shares Held
31K
Value
$169.80K
Constellation Energy Corporation
CEG
Shares Held
31K
Value
$10.10M