Clearfield Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Clearfield Capital Management LP disclosed 16 US equity positions worth $182.3m in its Q1 2026 13F filing. The largest position was ECG at 12.8% of the reported book, followed by USFD and VRT.
What did Clearfield Capital Management LP own in Q1 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ECG EVERUS CONSTR GROUP | Industrials | 12.8% | $23.3m | 197,700 | – | |
| 2 | USFD US FOODS HLDG CORP | Consumer Defensive | 11.7% | $21.4m | 232,200 | – | |
| 3 | VRT VERTIV HOLDINGS CO | Industrials | 11.5% | $20.9m | 83,400 | – | |
| 4 | UAL UNITED AIRLS HLDGS INC | Industrials | 11.2% | $20.5m | 222,700 | – | |
| 5 | DAL DELTA AIR LINES INC | Industrials | 7.2% | $13.1m | 197,800 | – | |
| 6 | TLN TALEN ENERGY CORP | Utilities | 6.8% | $12.5m | 39,100 | – | |
| 7 | APLD APPLIED DIGITAL CORP | Technology | 6.7% | $12.2m | 514,379 | – | |
| 8 | CLSK CLEANSPARK INC | Financial Services | 6.3% | $11.4m | 1,339,798 | – | |
| 9 | RIOT RIOT PLATFORMS INC | Financial Services | 6.0% | $10.9m | 879,182 | – | |
| 10 | BTDR BITDEER TECHNOLOGIES GROUP | Technology | 5.8% | $10.5m | 1,215,748 | – | |
| 11 | VST VISTRA CORP | Utilities | 4.0% | $7.3m | 48,481 | – | |
| 12 | WULF TERAWULF INC | Financial Services | 4.0% | $7.2m | 500,000 | – | |
| 13 | CEG CONSTELLATION ENERGY CORP | Utilities | 3.9% | $7.1m | 25,400 | – | |
| 14 | WYFI WHITEFIBER INC | Technology | 1.2% | $2.2m | 185,049 | – | |
| 15 | CORZ CORE SCIENTIFIC INC NEW | Technology | 0.8% | $1.5m | 100,000 | – | |
| 16 | LESL LESLIES INC | 0.1% | $214.4k | 191,426 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.