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CLEARFIELD CAPITAL MANAGEMENT LP

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13F filer, CIK 1643569, NEW YORK, NY

CLEARFIELD CAPITAL MANAGEMENT LP reported $142,577,240 across 5 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001643569-26-000004

Period
2026-06-30
Reported value
$143M
Holdings
5
Top 10 weight
100%
New
1
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BTDRadded+2,873,326$45.6M
KEELnew+3,994,857$22.9M
WULFadded+664,000$16.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ECGexited-197,700-$23.3M
USFDexited-232,200-$21.4M
VRTexited-83,400-$20.9M
UALexited-222,700-$20.5M
DALexited-197,800-$13.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001643569-26-000004, largest first. % of portfolio is the value over $142,577,240, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BTDRBITDEER TECHNOLOGIES GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 267,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,215,748 shares; 2026Q2: 4,089,074 shares 4,089,074$64.9M45.51%+2,873,326Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,700 shares; 2026Q1: 500,000 shares; 2026Q2: 1,164,000 shares 1,164,000$28.8M20.17%+664,000Timeline
KEELKEEL INFRASTRUCTURE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,994,857 shares 3,994,857$22.9M16.08%newTimeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,061,864 shares; 2024Q4: 5,005,779 shares; 2025Q1: 4,176,179 shares; 2025Q2: 569,179 shares; 2025Q3: 549,479 shares; 2025Q4: 514,379 shares; 2026Q1: 514,379 shares; 2026Q2: 514,379 shares 514,379$19.2M13.46%0Timeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,333,600 shares; 2026Q1: 1,339,798 shares; 2026Q2: 468,455 shares 468,455$6.82M4.78%-871,343Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ECGEVERUS CONSTR GROUP197,700$23.3Mshares
USFDUS FOODS HLDG CORP232,200$21.4Mshares
VRTVERTIV HOLDINGS CO83,400$20.9Mshares
UALUNITED AIRLS HLDGS INC222,700$20.5Mshares
DALDELTA AIR LINES INC197,800$13.1Mshares
TLNTALEN ENERGY CORP39,100$12.5Mshares
RIOTRIOT PLATFORMS INC879,182$10.9Mshares
VSTVISTRA CORP48,481$7.29Mshares
CEGCONSTELLATION ENERGY CORP25,400$7.09Mshares
CORZCORE SCIENTIFIC INC NEW372,000$5.57Mcall
WYFIWHITEFIBER INC185,049$2.2Mshares
CORZCORE SCIENTIFIC INC NEW100,000$1.5Mshares
LESLLESLIES INC191,426$214Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001643569-26-000004 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001643569-26-000004 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001643569-26-000003 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001643569-26-000002 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001643569-25-000008 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001643569-25-000006 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001643569-25-000003 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001643569-25-000002 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001643569-24-000005 Quarter ended 2024-09-302024-11-07acceptance time not in the bulk data set
13F-HR 0001643569-24-000004 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001643569-24-000003 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001643569-24-000002 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001643569-23-000005 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001643569-23-000004 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001643569-23-000003 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001643569-23-000002 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001643569-22-000005 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001643569-22-000004 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0001643569-22-000003 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001643569-22-000002 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001643569-21-000005 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001643569-21-000004 Quarter ended 2021-06-302021-08-12acceptance time not in the bulk data set
13F-HR 0001643569-21-000003 Quarter ended 2021-03-312021-05-13acceptance time not in the bulk data set
13F-HR 0001643569-21-000001 Quarter ended 2020-12-312021-02-11acceptance time not in the bulk data set
13F-HR 0001643569-20-000005 Quarter ended 2020-09-302020-11-13acceptance time not in the bulk data set
13F-HR 0001643569-20-000004 Quarter ended 2020-06-302020-08-13acceptance time not in the bulk data set
13F-HR 0001643569-20-000003 Quarter ended 2020-03-312020-05-14acceptance time not in the bulk data set
13F-HR 0001643569-20-000002 Quarter ended 2019-12-312020-02-12acceptance time not in the bulk data set
13F-HR 0001643569-19-000006 Quarter ended 2019-09-302019-11-13acceptance time not in the bulk data set
13F-HR 0001643569-19-000005 Quarter ended 2019-06-302019-08-13acceptance time not in the bulk data set
13F-HR 0001643569-19-000004 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0001643569-19-000003 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001643569-18-000007 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001643569-18-000006 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001643569-18-000005 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001643569-18-000003 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001643569-17-000009 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001643569-17-000007 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001643569-17-000005 Quarter ended 2017-03-312017-05-12acceptance time not in the bulk data set
13F-HR 0001643569-17-000003 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001643569-16-000012 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001643569-16-000010 Quarter ended 2016-06-302016-08-12acceptance time not in the bulk data set
13F-HR 0001643569-16-000008 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0001643569-16-000005 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set