CLEARFIELD CAPITAL MANAGEMENT LP
13F Reported Value
ⓘ$142.6M
Holdings
5
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CLEARFIELD CAPITAL MANAGEMENT LP disclosed 5 positions worth $142.6M in its Form 13F-HR for Q2 2026, led by $BTDR (Bitdeer Technologies Group) at 45.5% of the equity portfolio, followed by $WULF and $KEEL. During the quarter the fund opened 1 new position and exited 13 — including a new stake in $KEEL and a full exit from $ECG. The portfolio is most concentrated in Financials (86.5% of disclosed assets). All figures are sourced directly from CLEARFIELD CAPITAL MANAGEMENT LP’s Form 13F-HR filing with the SEC under CIK 1643569.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$64.9M4,089,074 sh - 33.8#2,375
Quality
$28.8M1,164,000 sh - 17.9#2,818
Quality
$22.9M3,994,857 sh - 35.8
Quality
$19.2M514,379 sh - 37.4
Quality
$6.8M468,455 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Bitdeer Technologies Group$BTDR | — | $64.9M | 4,089,074 |
 TERAWULF INC.$WULF | 33.8#2,375 | $28.8M | 1,164,000 |
 Keel Infrastructure Corp.$KEEL | 17.9#2,818 | $22.9M | 3,994,857 |
 Applied Digital Corp.$APLD | 35.8 | $19.2M | 514,379 |
 CLEANSPARK, INC.$CLSK | 37.4 | $6.8M | 468,455 |
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32-signal composite ranking on each of CLEARFIELD CAPITAL MANAGEMENT LP's 5 positions.
Showing top 5 of 5 holdings.
Sector Allocation
Financials
$123.4M
Technology
$19.2M
Full Holdings — CLEARFIELD CAPITAL MANAGEMENT LP (Q2 2026)
All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
New Positions (1)
$KEEL Keel Infrastructure Corp.$22.9MExited Positions (13)
$ECG Everus Construction Group, Inc.
$USFD US Foods Holding Corp.
$VRT Vertiv Holdings Co
$UAL United Airlines Holdings, Inc.
$DAL DELTA AIR LINES, INC.
$TLN Talen Energy Corp
$RIOT Riot Platforms, Inc.
$VST Vistra Corp.
$CEG Constellation Energy Corp
$CORZCALL Core Scientific, Inc./tx
$WYFI WhiteFiber, Inc.$CORZ Core Scientific, Inc./tx
$LESL Leslie's, Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: CLEARFIELD CAPITAL MANAGEMENT LP
13F Pro is an AI hedge fund tracker and stock research platform. For CLEARFIELD CAPITAL MANAGEMENT LP (SEC CIK: 1643569), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CLEARFIELD CAPITAL MANAGEMENT LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.