CLEARFIELD CAPITAL MANAGEMENT LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CC CLEARFIELD CAPITAL MANAGEMENT LP | Institutional Filer | ▼ 15.75% | $187.9M | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ECG | Everus Construction Group, Inc. | Industrials | 198K | $23.3M | 12.42% |
| 2 | USFD | US Foods Holding Corp. | Consumer Defensive | 232K | $21.4M | 11.40% |
| 3 | VRT | Vertiv Holdings Co | Industrials | 83K | $20.9M | 11.12% |
| 4 | UAL | United Airlines Holdings, Inc. | Industrials | 223K | $20.5M | 10.91% |
| 5 | DAL | Delta Air Lines, Inc. | Industrials | 198K | $13.1M | 7.00% |
| 6 | TLN | Talen Energy Corporation | Utilities | 39K | $12.5M | 6.64% |
| 7 | APLD | Applied Digital Corporation | Technology | 514K | $12.2M | 6.50% |
| 8 | CLSK | CleanSpark, Inc. | Technology | 1.3M | $11.4M | 6.07% |
| 9 | RIOT | Riot Platforms, Inc. | Financial Services | 879K | $10.9M | 5.78% |
| 10 | BTDR | Bitdeer Technologies Group | Technology | 1.2M | $10.5M | 5.60% |
| 11 | VST | Vistra Corp. | Utilities | 48K | $7.3M | 3.88% |
| 12 | WULF | TeraWulf Inc. | Financial Services | 500K | $7.2M | 3.84% |
| 13 | CEG | Constellation Energy Corporation | Utilities | 25K | $7.1M | 3.78% |
| 14 | CORZ | Core Scientific, Inc. | Technology | 472K | $7.1M | 3.76% |
| 15 | WYFI | WhiteFiber, Inc. Ordinary Shares | Technology | 185K | $2.2M | 1.17% |
Showing 1 to 15 of 16 holdings