Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CLEARFIELD CAPITAL MANAGEMENT LP (CIK 1643569) reported $187.9M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ECG ($23.3M, 12.42%), USFD ($21.4M, 11.40%), VRT ($20.9M, 11.12%), UAL ($20.5M, 10.91%), DAL ($13.1M, 7.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ECG | EVERUS CONSTR GROUP | $23.3M | 12.42% | 197,700 | Hold |
| 2 | USFD | US FOODS HLDG CORP | $21.4M | 11.40% | 232,200 | Hold |
| 3 | VRT | VERTIV HOLDINGS CO | $20.9M | 11.12% | 83,400 | Hold |
| 4 | UAL | UNITED AIRLS HLDGS INC | $20.5M | 10.91% | 222,700 | Trimmed |
| 5 | DAL | DELTA AIR LINES INC | $13.1M | 7.00% | 197,800 | Trimmed |
| 6 | TLN | TALEN ENERGY CORP | $12.5M | 6.64% | 39,100 | Hold |
| 7 | APLD | APPLIED DIGITAL CORP | $12.2M | 6.50% | 514,379 | Hold |
| 8 | CLSK | CLEANSPARK INC | $11.4M | 6.07% | 1.3M | Added |
| 9 | RIOT | RIOT PLATFORMS INC | $10.9M | 5.78% | 879,182 | Added |
| 10 | BTDR | BITDEER TECHNOLOGIES GROUP | $10.5M | 5.60% | 1.2M | New |
| 11 | VST | VISTRA CORP | $7.3M | 3.88% | 48,481 | Hold |
| 12 | WULF | TERAWULF INC | $7.2M | 3.84% | 500,000 | Added |
| 13 | CEG | CONSTELLATION ENERGY CORP | $7.1M | 3.78% | 25,400 | Hold |
| 14 | CORZ | CORE SCIENTIFIC INC NEW | $7.1M | 3.76% | 472,000 | Trimmed |
| 15 | WHITEFIBER INC | $2.2M | 1.17% | 185,049 | Trimmed | |
| 16 | LESL | LESLIES INC | $214,397 | 0.11% | 191,426 | Trimmed |
| 17 | BITF | BITFARMS LTD | $0 | 0.00% | 0 | Exited |
| 18 | CAN | CANAAN INC | $0 | 0.00% | 0 | Exited |
| 19 | CIFR | CIPHER MINING INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31