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CLEARFIELD CAPITAL MANAGEMENT LP

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13F filer, CIK 1643569, NEW YORK, NY

CLEARFIELD CAPITAL MANAGEMENT LP reported $187,857,120 across 17 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 86.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001643569-26-000003

Period
2026-03-31
Reported value
$188M
Holdings
17
Top 10 weight
86.01%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BTDRnew+1,215,748$10.5M
RIOTadded+476,782$5.89M
WULFadded+388,300$5.6M
CLSKadded+6,198$52.7K
CORZadded+2,900$43.4K

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
WYFIreduced-1,128,610-$13.4M
CIFRexited-366,000-$5.4M
BITFexited-1,050,300-$2.47M
CANexited-3,373,430-$2.33M
UALreduced-11,300-$1.04M

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, Q1 2026

Share positions as resolved from 13F-HR 0001643569-26-000003, largest first. % of portfolio is the value over $182,292,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,900 shares; 2025Q2: 210,664 shares; 2025Q3: 225,600 shares; 2025Q4: 197,700 shares; 2026Q1: 197,700 shares 197,700$23.3M12.8%0Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,595 shares; 2024Q4: 294,595 shares; 2025Q1: 308,495 shares; 2025Q2: 308,495 shares; 2025Q3: 252,200 shares; 2025Q4: 232,200 shares; 2026Q1: 232,200 shares 232,200$21.4M11.75%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,100 shares; 2025Q3: 101,800 shares; 2025Q4: 83,400 shares; 2026Q1: 83,400 shares 83,400$20.9M11.46%0Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203,000 shares; 2025Q1: not reported; 2025Q2: 136,919 shares; 2025Q3: 369,700 shares; 2025Q4: 234,000 shares; 2026Q1: 222,700 shares 222,700$20.5M11.25%-11,300Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,400 shares; 2025Q1: not reported; 2025Q2: 197,128 shares; 2025Q3: 296,500 shares; 2025Q4: 207,700 shares; 2026Q1: 197,800 shares 197,800$13.1M7.21%-9,900Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,900 shares; 2025Q3: 45,500 shares; 2025Q4: 39,100 shares; 2026Q1: 39,100 shares 39,100$12.5M6.85%0Timeline
APLDAPPLIED DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 514,379$12.2M6.7%0Timeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,339,798$11.4M6.25%+6,198Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402,400 shares; 2026Q1: 879,182 shares 879,182$10.9M5.96%+476,782Timeline
BTDRBITDEER TECHNOLOGIES GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 267,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,215,748 shares 1,215,748$10.5M5.77%newTimeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,100 shares; 2025Q3: 59,000 shares; 2025Q4: 48,481 shares; 2026Q1: 48,481 shares 48,481$7.29M4%0Timeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,700 shares; 2026Q1: 500,000 shares 500,000$7.21M3.96%+388,300Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,000 shares; 2025Q3: 30,700 shares; 2025Q4: 25,400 shares; 2026Q1: 25,400 shares 25,400$7.09M3.89%0Timeline
WYFIWHITEFIBER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249,482 shares; 2025Q4: 1,313,659 shares; 2026Q1: 185,049 shares 185,049$2.2M1.21%-1,128,610Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,100 shares; 2026Q1: 100,000 shares 100,000$1.5M0.82%+2,900Timeline
LESLQLESLIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,872 shares; 2025Q4: 191,575 shares; 2026Q1: 191,426 shares 191,426$214K0.12%-149Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
CORZCORE SCIENTIFIC INC NEW COMcall372,000$5.57M-2,227,800

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CIFRCIPHER DIGITAL INC366,000$5.4Mshares
BITFBITFARMS LTD1,050,300$2.47Mshares
CANCANAAN INC3,373,430$2.33Mshares

How Q1 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 0001643569-26-000003 base2026-05-15acceptance time not in the bulk data set