13F-HR filed by CLEARFIELD CAPITAL MANAGEMENT LP
CLEARFIELD CAPITAL MANAGEMENT LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 12 holding rows worth $129,832,874.
- Accession
- 0001643569-25-000006
- Filer
- CIK 1643569
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 12 entries on the cover page, a total value of $129,832,874 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,832,874 with VALUE read as dollars as filed, 13F file number 028-17268. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| US FOODS HLDG CORP COM | 912008109 | Stock | 308,495 | $23,757,200 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 132,100 | $16,962,961 | dollars as filed | |
| EVERUS CONSTR GROUP COM | 300426103 | Stock | 210,664 | $13,383,484 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 136,919 | $10,902,860 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 33,000 | $10,651,080 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 54,100 | $10,485,121 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 977,932 | $9,896,672 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 33,900 | $9,857,103 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 197,128 | $9,694,755 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 569,179 | $5,731,633 | dollars as filed | |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 108,945 | $5,390,599 | dollars as filed | |
| VESTIS CORPORATION | 29430C102 | COM SHS | 544,399 | $3,119,406 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001643569-25-000006 | this filing | 2025-08-14 | acceptance time not in the bulk data set |