Clearfield Capital Management Lp Top Holdings and 13F Report (2025) About Clearfield Capital Management LpInvestment ActivityClearfield Capital Management Lp has $129.83 million in total holdings as of June 30, 2025.Clearfield Capital Management Lp owns shares of 12 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 67.90% of the portfolio was purchased this quarter.About 47.55% of the portfolio was sold this quarter.This quarter, Clearfield Capital Management Lp has purchased 6 new stocks and bought additional shares in 1 stock.Clearfield Capital Management Lp sold shares of 1 stock and completely divested from 3 stocks this quarter.Largest Holdings US Foods $23,757,200Vertiv $16,962,961EVERUS CONSTR GROUP $13,383,484United Airlines $10,902,860Constellation Energy $10,651,080 Largest New Holdings this Quarter 92537N108 - Vertiv $16,962,961 Holding910047109 - United Airlines $10,902,860 Holding21037T109 - Constellation Energy $10,651,080 Holding92840M102 - Vistra $10,485,121 Holding98980F104 - ZoomInfo Technologies $9,896,672 Holding Largest Purchases this Quarter Vertiv 132,100 shares (about $16.96M)United Airlines 136,919 shares (about $10.90M)Constellation Energy 33,000 shares (about $10.65M)Vistra 54,100 shares (about $10.49M)ZoomInfo Technologies 977,932 shares (about $9.90M) Largest Sales this Quarter Applied Digital 3,607,000 shares (about $36.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClearfield Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSFDUS Foods$23,757,2000.0%308,49518.3%Consumer StaplesVRTVertiv$16,962,961$16,962,961 ▲New Holding132,10013.1%Computer and TechnologyEVERUS CONSTR GROUP$13,383,484$1,192,077 ▲9.8%210,66410.3%COMUALUnited Airlines$10,902,860$10,902,860 ▲New Holding136,9198.4%TransportationCEGConstellation Energy$10,651,080$10,651,080 ▲New Holding33,0008.2%EnergyVSTVistra$10,485,121$10,485,121 ▲New Holding54,1008.1%UtilitiesZIZoomInfo Technologies$9,896,672$9,896,672 ▲New Holding977,9327.6%Computer and TechnologyTALEN ENERGY CORP$9,857,103$9,857,103 ▲New Holding33,9007.6%COMDALDelta Air Lines$9,694,755$9,694,755 ▲New Holding197,1287.5%TransportationAPLDApplied Digital$5,731,633$36,322,493 ▼-86.4%569,1794.4%FinanceALKAlaska Air Group$5,390,599$5,390,599 ▲New Holding108,9454.2%TransportationVESTIS CORPORATION$3,119,406$3,119,406 ▲New Holding544,3992.4%COM SHSIFFInternational Flavors & Fragrances$0$14,955,137 ▼-100.0%00.0%Basic MaterialsPFGCPerformance Food Group$0$9,632,175 ▼-100.0%00.0%Retail/WholesaleCMTLComtech Telecommunications$0$825,730 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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