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CLEARFIELD CAPITAL MANAGEMENT LP: BTDR position timeline

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

CLEARFIELD CAPITAL MANAGEMENT LP held 4,089,074 BTDR 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 4,089,074 shares
    Change vs previous 13F +2,873,326 shares

    45.51% of the 13F portfolio, value $64,893,604.

    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 1,215,748 shares
    Change vs previous 13F +1,215,748 shares

    5.77% of the 13F portfolio, value $10,516,220.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -267,500 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 267,500 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $5,796,725.

    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).