CLEARFIELD CAPITAL MANAGEMENT LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, CLEARFIELD CAPITAL MANAGEMENT LP held in its portfolio 18 assets valued at $222,974,405 (i.e. $222.97M).

The most valuable assets in the portfolio included: CORE SCIENTIFIC INC NEW ($39.27M), UNITED AIRLS HLDGS INC ($26.17M), and WHITEFIBER INC ($20.76M).

The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in CLEARFIELD CAPITAL MANAGEMENT LP Portfolio

CORE SCIENTIFIC INC NEW

UNITED AIRLS HLDGS INC

WHITEFIBER INC

US FOODS HLDG CORP

EVERUS CONSTR GROUP

TALEN ENERGY CORP

DELTA AIR LINES INC DEL

VERTIV HOLDINGS CO

CLEANSPARK INC

APPLIED DIGITAL CORP

CLEARFIELD CAPITAL MANAGEMENT LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CORE SCIENTIFIC INC NEW	2696900	39266864	COM
UNITED AIRLS HLDGS INC	234000	26165880	COM
WHITEFIBER INC	1313659	20755812	SHS
US FOODS HLDG CORP	232200	17489304	COM
EVERUS CONSTR GROUP	197700	16915212	COM
TALEN ENERGY CORP	39100	14656244	COM
DELTA AIR LINES INC DEL	207700	14414380	COM NEW
VERTIV HOLDINGS CO	83400	13511634	COM CL A
CLEANSPARK INC	1333600	13496032	COM NEW
APPLIED DIGITAL CORP	514379	12612573	COM NEW
CONSTELLATION ENERGY CORP	25400	8973058	COM
VISTRA CORP	48481	7821440	COM
CIPHER MINING INC	366000	5402160	COM
RIOT PLATFORMS INC	402400	5098408	COM
BITFARMS LTD	1050300	2468205	COM
CANAAN INC	3373430	2327667	SPONSORED ADS
TERAWULF INC	111700	1283433	COM
LESLIES INC	191575	316099	COM