Q1 2026 · 13F-HR
CLEARFIELD CAPITAL MANAGEMENT LPholdings as filed
Filed 2026-05-15 · accession 0001643569-26-000003
$187.9M
Reported value
17
Positions
2026-03-31
Period end
The Brief · CLEARFIELD CAPITAL MANAGEMENT LP · Q1 2026
AI · grounded in 13F
Clearfield Capital Management LP established a new position in Bitdeer Technologies Group BTDR valued at $10.5M. The fund also increased its holdings in TeraWulf Inc WULF by 347.6% and Riot Platforms Inc RIOT by 118.5%. Conversely, the fund exited positions in Cipher Mining Inc CIFR, Bitfarms Ltd 1B2, and Canaan Inc CAN.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 300426103 | ECG | EVERUS CONSTR GROUP | $23.3M | 12.4% | 197,700 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $21.4M | 11.4% | 232,200 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $20.9M | 11.1% | 83,400 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $20.5M | 10.9% | 222,700 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC | $13.1M | 7.00% | 197,800 | Common | SOLE |
| 87422Q109 | TLN | TALEN ENERGY CORP | $12.5M | 6.64% | 39,100 | Common | SOLE |
| 038169207 | APLD | APPLIED DIGITAL CORP | $12.2M | 6.50% | 514,379 | Common | SOLE |
| 18452B209 | CLSK | CLEANSPARK INC | $11.4M | 6.07% | 1,339,798 | Common | SOLE |
| 767292105 | RIOT | RIOT PLATFORMS INC | $10.9M | 5.78% | 879,182 | Common | SOLE |
| G11448100 | BTDR | BITDEER TECHNOLOGIES GROUP | $10.5M | 5.60% | 1,215,748 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $7.3M | 3.88% | 48,481 | Common | SOLE |
| 88080T104 | WULF | TERAWULF INC | $7.2M | 3.84% | 500,000 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $7.1M | 3.78% | 25,400 | Common | SOLE |
| 21874A106 | CORZ | CORE SCIENTIFIC INC NEW | $5.6M | 2.96% | 372,000 | CALL | SOLE |
| G96115103 | WYFI | WHITEFIBER INC | $2.2M | 1.17% | 185,049 | Common | SOLE |
| 21874A106 | CORZ | CORE SCIENTIFIC INC NEW | $1.5M | 0.80% | 100,000 | Common | SOLE |
| 527064208 | LESL | LESLIES INC | $214,397 | 0.11% | 191,426 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.