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CLEARFIELD CAPITAL MANAGEMENT LP: APLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLEARFIELD CAPITAL MANAGEMENT LP on APLD, newest first. How the timeline and the estimate are built.

CLEARFIELD CAPITAL MANAGEMENT LP held 514,379 APLD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 514,379 shares
    Change vs previous 13F 0 shares

    13.46% of the 13F portfolio, value $19,186,337.

    13F-HR 0001643569-26-000004 filed by CLEARFIELD CAPITAL MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 514,379 shares
    Change vs previous 13F 0 shares

    6.7% of the 13F portfolio, value $12,211,357.

    13F-HR 0001643569-26-000003 filed by CLEARFIELD CAPITAL MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 514,379 shares
    Change vs previous 13F -35,100 shares

    6.81% of the 13F portfolio, value $12,612,573.

    13F-HR 0001643569-26-000002 filed by CLEARFIELD CAPITAL MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 549,479 shares
    Change vs previous 13F -19,700 shares

    7.54% of the 13F portfolio, value $12,605,048.

    13F-HR 0001643569-25-000008 filed by CLEARFIELD CAPITAL MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 569,179 shares
    Change vs previous 13F -3,607,000 shares

    4.41% of the 13F portfolio, value $5,731,633.

    13F-HR 0001643569-25-000006 filed by CLEARFIELD CAPITAL MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,176,179 shares
    Change vs previous 13F -829,600 shares

    30.8% of the 13F portfolio, value $23,470,126.

    13F-HR 0001643569-25-000003 filed by CLEARFIELD CAPITAL MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,005,779 shares
    Change vs previous 13F -7,056,085 shares

    21.48% of the 13F portfolio, value $38,244,152.

    13F-HR 0001643569-25-000002 filed by CLEARFIELD CAPITAL MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,061,864 shares
    Change vs previous 13F not available

    61.79% of the 13F portfolio, value $99,510,378.

    13F-HR 0001643569-24-000005 filed by CLEARFIELD CAPITAL MANAGEMENT LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).