CLEARFIELD CAPITAL MANAGEMENT LP
16 holdingsFiling period: 2026-03-31Current AUM: $221.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ECG | EVERUS CONSTR GROUP | 197.7K | $23.3M | $24.8M | 11.21% | -- | 2026-03-31 |
| 2 | USFD | US FOODS HLDG CORP | 232.2K | $21.4M | $23.4M | 10.55% | -- | 2026-03-31 |
| 3 | VRT | VERTIV HOLDINGS CO | 83.4K | $20.9M | $20.1M | 9.10% | -- | 2026-03-31 |
| 4 | UAL | UNITED AIRLS HLDGS INC | 222.7K | $20.5M | $27.0M | 12.21% | -11,300 | 2026-03-31 |
| 5 | DAL | DELTA AIR LINES INC | 197.8K | $13.1M | $17.3M | 7.82% | -9,900 | 2026-03-31 |
| 6 | TLN | TALEN ENERGY CORP | 39.1K | $12.5M | $13.1M | 5.90% | -- | 2026-03-31 |
| 7 | APLD | APPLIED DIGITAL CORP | 514.4K | $12.2M | $14.1M | 6.37% | -- | 2026-03-31 |
| 8 | CLSK | CLEANSPARK INC | 1.34M | $11.4M | $18.4M | 8.33% | +6.2K | 2026-03-31 |
| 9 | RIOT | RIOT PLATFORMS INC | 879.2K | $10.9M | $17.7M | 8.01% | +476.8K | 2026-03-31 |
| 10 | — | BITDEER TECHNOLOGIES GROUP | 1.22M | $10.5M | $10.5M | 4.75% | -- | 2026-03-31 |
| 11 | VST | VISTRA CORP | 48.5K | $7.3M | $7.2M | 3.25% | -- | 2026-03-31 |
| 12 | WULF | TERAWULF INC | 500.0K | $7.2M | $8.8M | 3.99% | +388.3K | 2026-03-31 |
| 13 | CEG | CONSTELLATION ENERGY CORP | 25.4K | $7.1M | $6.7M | 3.02% | -- | 2026-03-31 |
| 14 | CORZ | CORE SCIENTIFIC INC NEW | 472.0K | $7.1M | $9.8M | 4.42% | -2,224,900 | 2026-03-31 |
| 15 | — | WHITEFIBER INC | 185.0K | $2.2M | $2.2M | 1.00% | -1,128,610 | 2026-03-31 |
| 16 | LESL | LESLIES INC | 191.4K | $214K | $182K | 0.08% | -149 | 2026-03-31 |
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