Institutional
CLEARFIELD CAPITAL MANAGEMENT LP
CIK 0001643569
$187.9M
Reported AUM
16
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | ECG | EVERUS CONSTR GROUP | $23.3M | 12.42% | — | HELD |
| 2 | USFD | US FOODS HLDG CORP | $21.4M | 11.40% | — | HELD |
| 3 | VRT | VERTIV HOLDINGS CO | $20.9M | 11.12% | — | HELD |
| 4 | UAL | UNITED AIRLS HLDGS INC | $20.5M | 10.91% | -11,300 | -4.8% |
| 5 | DAL | DELTA AIR LINES INC | $13.1M | 7.00% | -9,900 | -4.8% |
| 6 | TLN | TALEN ENERGY CORP | $12.5M | 6.64% | — | HELD |
| 7 | APLD | APPLIED DIGITAL CORP | $12.2M | 6.50% | — | HELD |
| 8 | CLSK | CLEANSPARK INC | $11.4M | 6.07% | +6,198 | +0.5% |
| 9 | RIOT | RIOT PLATFORMS INC | $10.9M | 5.78% | +476,782 | +118.5% |
| 10 | BTDR | BITDEER TECHNOLOGIES GROUP | $10.5M | 5.60% | +1,215,748 | NEW |
| 11 | VST | VISTRA CORP | $7.3M | 3.88% | — | HELD |
| 12 | WULF | TERAWULF INC | $7.2M | 3.84% | +388,300 | +347.6% |
| 13 | CEG | CONSTELLATION ENERGY CORP | $7.1M | 3.78% | — | HELD |
| 14 | CORZ | CORE SCIENTIFIC INC NEW | $7.1M | 3.76% | -2,224,900 | -82.5% |
| 15 | WYFI | WHITEFIBER INC | $2.2M | 1.17% | -1,128,610 | -85.9% |
| 16 | LESL | LESLIES INC | $214K | 0.11% | -149 | -0.1% |
| 17 | CIFR | CIPHER MINING INC | — | — | -366,000 | EXITED |
| 18 | 1B2 | BITFARMS LTD | — | — | -1,050,300 | EXITED |
| 19 | CAN | CANAAN INC | — | — | -3,373,430 | EXITED |
Source: SEC EDGAR · accession 0001643569-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.