13F-HR filed by CLEARFIELD CAPITAL MANAGEMENT LP
CLEARFIELD CAPITAL MANAGEMENT LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 19 holding rows worth $222,974,405.
- Accession
- 0001643569-26-000002
- Filer
- CIK 1643569
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 19 entries on the cover page, a total value of $222,974,405 stated on the cover page (in dollars after the unit check, H1), rows summing to $222,974,405 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 |
|---|---|---|---|---|---|---|
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 2,599,800 | $37,853,088 | dollars as filed | call |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 234,000 | $26,165,880 | dollars as filed | |
| WHITEFIBER INC | G96115103 | COMMON STOCK | 1,313,659 | $20,755,812 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 232,200 | $17,489,304 | dollars as filed | |
| EVERUS CONSTR GROUP COM | 300426103 | Stock | 197,700 | $16,915,212 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 39,100 | $14,656,244 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 207,700 | $14,414,380 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 83,400 | $13,511,634 | dollars as filed | |
| CLEANSPARK INC | 18452B209 | COM NEW | 1,333,600 | $13,496,032 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 514,379 | $12,612,573 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 25,400 | $8,973,058 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 48,481 | $7,821,440 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 366,000 | $5,402,160 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 402,400 | $5,098,408 | dollars as filed | |
| Bitfarms Ltd/Canada | 09173B107 | Common Stock | 1,050,300 | $2,468,205 | dollars as filed | |
| CANAAN INC | 134748102 | SPONSORED ADS | 3,373,430 | $2,327,667 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 97,100 | $1,413,776 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 111,700 | $1,283,433 | dollars as filed | |
| LESLIES INC | 527064208 | CMN | 191,575 | $316,099 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001643569-26-000002 | this filing | 2026-02-13 | acceptance time not in the bulk data set |