CLEARFIELD CAPITAL MANAGEMENT LP

NEW YORK, NY · CIK 1643569 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityClearfield Capital Management LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY
FamilyCLEARFIELD CAPITAL MANAGEMENT LP · 2 related pages

$142.6m reported value -21.8% vs Q1 2026

5positions

100.0%in top 10

1 new 2 added 1 reduced 12 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BITDEER TECHNOLOGIES GROUP CL A ORD SHS BTDR	BTDR	4,089,074	$64.9m45.51%	45.51%	Added +2.9m	+2,873,326 236.3%
2	TERAWULF INC COM WULF	WULF	1,164,000	$28.8m20.17%	20.17%	Added +664.0k	+664,000 132.8%
3	KEEL INFRASTRUCTURE CORP COM SHS KEEL	KEEL	3,994,857	$22.9m16.08%	16.08%	New
4	APPLIED DIGITAL CORP COM NEW APLD	APLD	514,379	$19.2m13.46%	13.46%	Unchanged
5	CLEANSPARK INC COM NEW CLSK	CLSK	468,455	$6.8m4.78%	4.78%	Reduced -871.3k	-871,343 -65.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EVERUS CONSTR GROUP ECG	ECG	197,700	$23.3m197.7k shares
US FOODS HLDG CORP USFD	USFD	232,200	$21.4m232.2k shares
VERTIV HOLDINGS CO VRT	VRT	83,400	$20.9m83.4k shares
UNITED AIRLS HLDGS INC UAL	UAL	222,700	$20.5m222.7k shares
DELTA AIR LINES INC DEL DAL	DAL	197,800	$13.1m197.8k shares
TALEN ENERGY CORP TLN	TLN	39,100	$12.5m39.1k shares
RIOT PLATFORMS INC RIOT	RIOT	879,182	$10.9m879.2k shares
VISTRA CORP VST	VST	48,481	$7.3m48.5k shares
CONSTELLATION ENERGY CORP CEG	CEG	25,400	$7.1m25.4k shares
WHITEFIBER INC WYFI	WYFI	185,049	$2.2m185.0k shares
CORE SCIENTIFIC INC NEW CORZ	CORZ	100,000	$1.5m100.0k shares
LESLIES INC LESLQ	LESLQ	191,426	$214.4k191.4k shares