Clearfield Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$187.9M
Q ending 2026-03-31
Prior quarter
$223.0M
Q ending 2025-12-31
Change
-15.7% QoQ · +146.5% YoY
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Everus Constr Group | ECG | Shares | $23.3M | 198K |
| Us Foods Hldg Corp | USFD | Shares | $21.4M | 232K |
| Vertiv Holdings Co | VRT | Shares | $20.9M | 83K |
| United Airls Hldgs Inc | UAL | Shares | $20.5M | 223K |
| Delta Air Lines Inc | DAL | Shares | $13.1M | 198K |
| Talen Energy Corp | TLN | Shares | $12.5M | 39K |
| Applied Digital Corp | APLD | Shares | $12.2M | 514K |
| Cleanspark Inc | CLSK | Shares | $11.4M | 1.3M |
| Riot Platforms Inc | RIOT | Shares | $10.9M | 879K |
| Bitdeer Technologies Group | Shares | $10.5M | 1.2M | |
| Vistra Corp | VST | Shares | $7.3M | 48K |
| Terawulf Inc | WULF | Shares | $7.2M | 500K |
| Constellation Energy Corp | CEG | Shares | $7.1M | 25K |
| Core Scientific Inc New | CORZ | Call | $5.6M | 372K |
| Whitefiber Inc | Shares | $2.2M | 185K | |
| Core Scientific Inc New | CORZ | Shares | $1.5M | 100K |
| Leslies Inc | LESL | Shares | $214K | 191K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.