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Disclosery

CLEARFIELD CAPITAL MANAGEMENT LP: DAL position timeline

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

CLEARFIELD CAPITAL MANAGEMENT LP held 0 DAL 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 0 shares
    Change vs previous 13F -197,800 shares

    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).

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

  2. period ended2026-03-31
    13F 197,800 shares
    Change vs previous 13F -9,900 shares

    7.21% of the 13F portfolio, value $13,149,744.

    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 207,700 shares
    Change vs previous 13F -88,800 shares

    7.79% of the 13F portfolio, value $14,414,380.

    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 296,500 shares
    Change vs previous 13F +99,372 shares

    10.07% of the 13F portfolio, value $16,826,375.

    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 197,128 shares
    Change vs previous 13F +197,128 shares

    7.47% of the 13F portfolio, value $9,694,755.

    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 0 shares
    Change vs previous 13F -131,400 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.

  7. period ended2024-12-31
    13F 131,400 shares
    Change vs previous 13F not available

    4.47% of the 13F portfolio, value $7,949,700.

    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).