CLEARFIELD CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLSK | 1.34M | $11.40M |
 | BTDR | 1.22M | $10.52M |
 | RIOT | 879K | $10.87M |
 | APLD | 514K | $12.21M |
 | WULF | 500K | $7.21M |
 | USFD | 232K | $21.41M |
 | UAL | 223K | $20.50M |
 | DAL | 198K | $13.15M |
 | ECG | 198K | $23.34M |
 | LESL | 191K | $214.40K |
 | WYFI | 185K | $2.20M |
 | CORZ | 100K | $1.50M |
 | VRT | 83K | $20.90M |
 | VST | 48K | $7.29M |
 | TLN | 39K | $12.48M |
 | CEG | 25K | $7.09M |
CleanSpark, Inc.
CLSK
Shares Held
1.34M
Value
$11.40M
Bitdeer Technologies Group
BTDR
Shares Held
1.22M
Value
$10.52M
Riot Platforms, Inc.
RIOT
Shares Held
879K
Value
$10.87M
Applied Digital Corporation
APLD
Shares Held
514K
Value
$12.21M
TeraWulf Inc.
WULF
Shares Held
500K
Value
$7.21M
US Foods Holding Corp.
USFD
Shares Held
232K
Value
$21.41M
United Airlines Holdings, Inc.
UAL
Shares Held
223K
Value
$20.50M
Delta Air Lines, Inc.
DAL
Shares Held
198K
Value
$13.15M
Everus Construction Group, Inc.
ECG
Shares Held
198K
Value
$23.34M
Leslie's, Inc.
LESL
Shares Held
191K
Value
$214.40K
WhiteFiber, Inc. Ordinary Shares
WYFI
Shares Held
185K
Value
$2.20M
Core Scientific, Inc.
CORZ
Shares Held
100K
Value
$1.50M
Vertiv Holdings Co
VRT
Shares Held
83K
Value
$20.90M
Vistra Corp.
VST
Shares Held
48K
Value
$7.29M
Talen Energy Corporation
TLN
Shares Held
39K
Value
$12.48M
Constellation Energy Corporation
CEG
Shares Held
25K
Value
$7.09M