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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