CLEARFIELD CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAN | 3.37M | $2.33M |
 | CLSK | 1.33M | $13.50M |
 | WYFI | 1.31M | $20.76M |
 | BITF | 1.05M | $2.47M |
 | APLD | 514K | $12.61M |
 | RIOT | 402K | $5.10M |
 | CIFR | 366K | $5.40M |
 | UAL | 234K | $26.17M |
 | USFD | 232K | $17.49M |
 | DAL | 208K | $14.41M |
 | ECG | 198K | $16.92M |
 | LESL | 192K | $316.10K |
 | WULF | 112K | $1.28M |
 | CORZ | 97K | $1.41M |
 | VRT | 83K | $13.51M |
 | VST | 48K | $7.82M |
 | TLN | 39K | $14.66M |
 | CEG | 25K | $8.97M |
Canaan Inc.
CAN
Shares Held
3.37M
Value
$2.33M
CleanSpark, Inc.
CLSK
Shares Held
1.33M
Value
$13.50M
WhiteFiber, Inc. Ordinary Shares
WYFI
Shares Held
1.31M
Value
$20.76M
Bitfarms Ltd.
BITF
Shares Held
1.05M
Value
$2.47M
Applied Digital Corporation
APLD
Shares Held
514K
Value
$12.61M
Riot Platforms, Inc.
RIOT
Shares Held
402K
Value
$5.10M
Cipher Mining Inc.
CIFR
Shares Held
366K
Value
$5.40M
United Airlines Holdings, Inc.
UAL
Shares Held
234K
Value
$26.17M
US Foods Holding Corp.
USFD
Shares Held
232K
Value
$17.49M
Delta Air Lines, Inc.
DAL
Shares Held
208K
Value
$14.41M
Everus Construction Group, Inc.
ECG
Shares Held
198K
Value
$16.92M
Leslie's, Inc.
LESL
Shares Held
192K
Value
$316.10K
TeraWulf Inc.
WULF
Shares Held
112K
Value
$1.28M
Core Scientific, Inc.
CORZ
Shares Held
97K
Value
$1.41M
Vertiv Holdings Co
VRT
Shares Held
83K
Value
$13.51M
Vistra Corp.
VST
Shares Held
48K
Value
$7.82M
Talen Energy Corporation
TLN
Shares Held
39K
Value
$14.66M
Constellation Energy Corporation
CEG
Shares Held
25K
Value
$8.97M