Institutional Fund
Clearfield Capital Management LP
New York, NYCIK 16435695 filings on record
Portfolio Value
$182.29M
Q1 2026
Holdings
16
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-1.5%
from $185.12M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Everus Constr Group12.8%
- Us Foods Hldg Corp11.7%
- Vertiv Holdings Co11.5%
- United Airls Hldgs Inc11.2%
- Delta Air Lines Inc Del7.2%
- Talen Energy Corp6.8%
- Other38.7%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Everus Constr Group | 197.7K | $23.34M | 12.8% | 0 | Held |
| 2 | Us Foods Hldg Corp | 232.2K | $21.41M | 11.7% | 0 | Held |
| 3 | Vertiv Holdings Co | 83.4K | $20.90M | 11.5% | 0 | Held |
| 4 | United Airls Hldgs Inc | 222.7K | $20.50M | 11.2% | −11.3K | Reduced |
| 5 | Delta Air Lines Inc Del | 197.8K | $13.15M | 7.2% | −9.9K | Reduced |
| 6 | Talen Energy Corp | 39.1K | $12.48M | 6.8% | 0 | Held |
| 7 | Applied Digital Corp | 514.4K | $12.21M | 6.7% | 0 | Held |
| 8 | Cleanspark Inc | 1.34M | $11.40M | 6.3% | +6.2K | Added |
| 9 | Riot Platforms Inc | 879.2K | $10.87M | 6.0% | +476.8K | Added |
| 10 | Bitdeer Technologies Group | 1.22M | $10.52M | 5.8% | +1.22M | New |
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