Investor
CLEARFIELD CAPITAL MANAGEMENT LP
CIK 0001643569 · filed 2026-05-15 · SEC filing
13F book
$187.9M
Positions
16
1 new · 3 sold
Largest name
12.4%
Everus Constr Group
Est. mark
$5.04M
Price effect on 15 names still held. Flow −$7.87M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Everus Constr Group | — | 197.7K | $23.3M | 12.4% | $6.43M | Held |
| Us Foods Hldg Corp | — | 232.2K | $21.4M | 11.4% | $3.92M | Held |
| Vertiv Holdings Co | VRT | 83.4K | $20.9M | 11.1% | $7.39M | Held |
| United Airls Hldgs Inc | — | 222.7K | $20.5M | 10.9% | −$4.4M | Cut−$5.66M |
| Delta Air Lines Inc Del | DAL | 197.8K | $13.1M | 7.0% | −$577.6K | Cut−$1.26M |
| Talen Energy Corp | TLN | 39.1K | $12.5M | 6.6% | −$2.17M | Held |
| Applied Digital Corp. | APLD | 514.4K | $12.2M | 6.5% | −$401.2K | Held |
| Cleanspark Inc | — | 1.34M | $11.4M | 6.1% | −$2.15M | Added−$2.09M |
| Riot Platforms, Inc. | RIOT | 879.2K | $10.9M | 5.8% | −$124.7K | Added$5.77M |
| Bitdeer Technologies Group | BTDR | 1.22M | $10.5M | 5.6% | — | New |
| Vistra Corp. | VST | 48.5K | $7.29M | 3.9% | −$533.3K | Held |
| Terawulf Inc. | WULF | 500K | $7.21M | 3.8% | $328.4K | Added$5.93M |
| Constellation Energy Corp | CEG | 25.4K | $7.09M | 3.8% | −$1.88M | Held |
| WhiteFiber, Inc. | WYFI | 185K | $2.2M | 1.2% | −$719.8K | Cut−$18.6M |
| Core Scientific Inc New | — | 100K | $1.5M | 0.8% | $38.8K | Added$82.2K |
| Leslies Inc | — | 191.4K | $214.4K | 0.1% | −$101.5K | Cut−$101.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.