Clearfield Capital Management Lp Top Holdings and 13F Report (2026) About Clearfield Capital Management LpInvestment ActivityClearfield Capital Management Lp has $187.86 million in total holdings as of March 31, 2026.Clearfield Capital Management Lp owns shares of 16 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 11.75% of the portfolio was purchased this quarter.About 31.21% of the portfolio was sold this quarter.This quarter, Clearfield Capital Management Lp has purchased 18 new stocks and bought additional shares in 3 stocks.Clearfield Capital Management Lp sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings EVERUS CONSTR GROUP $23,340,462US Foods $21,411,162Vertiv $20,898,372United Airlines $20,503,989Delta Air Lines $13,149,744 Largest New Holdings this Quarter G11448100 - Bitdeer Technologies Group $10,516,220 Holding Largest Purchases this Quarter Bitdeer Technologies Group 1,215,748 shares (about $10.52M)Riot Platforms 476,782 shares (about $5.89M)TeraWulf 388,300 shares (about $5.60M)Cleanspark 6,198 shares (about $52.74K) Largest Sales this Quarter CORE SCIENTIFIC INC NEW 2,224,900 shares (about $33.28M)WHITEFIBER INC 1,128,610 shares (about $13.44M)United Airlines 11,300 shares (about $1.04M)Delta Air Lines 9,900 shares (about $658.15K)LESLIES INC 149 shares (about $166.88) 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 PortfolioSectorEVERUS CONSTR GROUP$23,340,4620.0%197,70012.4%COMUSFDUS Foods$21,411,1620.0%232,20011.4%Consumer StaplesVRTVertiv$20,898,3720.0%83,40011.1%Computer and TechnologyUALUnited Airlines$20,503,989$1,040,391 â–¼-4.8%222,70010.9%TransportationDALDelta Air Lines$13,149,744$658,152 â–¼-4.8%197,8007.0%TransportationTALEN ENERGY CORP$12,481,8930.0%39,1006.6%COMAPLDApplied Digital$12,211,3570.0%514,3796.5%FinanceCLSKCleanspark$11,401,681$52,745 â–²0.5%1,339,7986.1%FinanceRIOTRiot Platforms$10,866,690$5,893,026 â–²118.5%879,1825.8%FinanceBTDRBitdeer Technologies Group$10,516,220$10,516,220 â–²New Holding1,215,7485.6%Business ServicesVSTVistra$7,288,1490.0%48,4813.9%UtilitiesWULFTeraWulf$7,215,000$5,603,169 â–²347.6%500,0003.8%FinanceCEGConstellation Energy$7,092,9500.0%25,4003.8%EnergyCORE SCIENTIFIC INC NEW$7,061,120$33,284,504 â–¼-82.5%472,0003.8%COMWHITEFIBER INC$2,203,934$13,441,748 â–¼-85.9%185,0491.2%SHSLESLIES INC$214,397$167 â–¼-0.1%191,4260.1%COMCIFRCipher Mining$0$5,402,160 â–¼-100.0%00.0%Business ServicesBITFBitfarms$0$2,468,205 â–¼-100.0%00.0%Business ServicesCANCanaan$0$2,327,667 â–¼-100.0%00.0%FinanceShowing 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 Email Me a Login Link 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.
