Clearfield Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Clearfield Capital Management LP disclosed 5 US equity positions worth $142.6m in its Q2 2026 13F filing. The largest position was BTDR at 45.5% of the reported book, followed by WULF and KEEL. Against the Q1 2026 filing, it opened 1 new position, added to 2 and reduced 1 among the top 5 holdings.
What did Clearfield Capital Management LP own in Q2 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | BTDR BITDEER TECHNOLOGIES GROUP | Technology | 45.5% | $64.9m | 4,089,074 | 236% | added |
| 2 | WULF TERAWULF INC | Financial Services | 20.2% | $28.8m | 1,164,000 | 133% | added |
| 3 | KEEL KEEL INFRASTRUCTURE CORP | Technology | 16.1% | $22.9m | 3,994,857 | – | new |
| 4 | APLD APPLIED DIGITAL CORP | Technology | 13.5% | $19.2m | 514,379 | 0% | held |
| 5 | CLSK CLEANSPARK INC | Financial Services | 4.8% | $6.8m | 468,455 | -65% | reduced |
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.