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The Analysis of CLEARFIELD CAPITAL MANAGEMENT LP's Holdings & P&L

Currently, CLEARFIELD CAPITAL MANAGEMENT LP holds 16 types of securities in its portfolio with a total value $182.3M. In the most recent quarter, they have increased their positions in BTDR (+1.2M shares, valued at $10.5M), RIOT (+476.8K shares, valued at $5.9M), WULF (+388.3K shares, valued at $5.6M); decreased their positions in WYFI (-1.1M shares, valued at $13.4M), UAL (-11.3K shares, valued at $1.0M), DAL (-9.9K shares, valued at $658.2K); initiated new positions in BTDR (+1.2M shares, valued at $10.5M).

1M P&L

+36.5M+16.86%

3M P&L

+50.7M+25.06%

HY P&L

+66.9M+35.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Airlines40.6M

22.0%

2Capital Markets27.7M

15.0%

3Utilities - Independent Power Producers22.5M

12.2%

Top Industries by Stock Count

1Capital Markets5 stocks

29.4%

2Airlines2 stocks

11.8%

3Utilities - Independent Power Producers2 stocks

11.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ECG EVERUS CONSTR GROUP197.7K shares0.00%2026-03-312026-05-15

USFD US FOODS HLDG CORP232.2K shares0.00%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO83.4K shares0.00%2026-03-312026-05-15

UAL UNITED AIRLS HLDGS INC222.7K shares-4.83%2026-03-312026-05-15

DAL DELTA AIR LINES INC197.8K shares-4.77%2026-03-312026-05-15

TLN TALEN ENERGY CORP39.1K shares0.00%2026-03-312026-05-15

APLD APPLIED DIGITAL CORP514.4K shares0.00%2026-03-312026-05-15

CLSK CLEANSPARK INC1.3M shares0.46%2026-03-312026-05-15

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RIOT RIOT PLATFORMS INC879.2K shares118.48%2026-03-312026-05-15

BTDR BITDEER TECHNOLOGIES GROUP1.2M sharesnew addition2026-03-312026-05-15

VST VISTRA CORP48.5K shares0.00%2026-03-312026-05-15

WULF TERAWULF INC500.0K shares347.63%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP25.4K shares0.00%2026-03-312026-05-15

WYFI WHITEFIBER INC185.0K shares-85.91%2026-03-312026-05-15

CORZ CORE SCIENTIFIC INC NEW100.0K shares2.99%2026-03-312026-05-15

LESLIES INC LESLIES INC191.4K shares-0.08%2026-03-312026-05-15

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ECG

EVERUS CONSTR GROUP

0.00%

Shares197.7K

Event2026-03-31

Filed2026-05-15

USFD

US FOODS HLDG CORP

0.00%

Shares232.2K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

0.00%

Shares83.4K

Event2026-03-31

Filed2026-05-15

UAL

UNITED AIRLS HLDGS INC

-4.83%

Shares222.7K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

-4.77%

Shares197.8K

Event2026-03-31

Filed2026-05-15

TLN

TALEN ENERGY CORP

0.00%

Shares39.1K

Event2026-03-31

Filed2026-05-15

APLD

APPLIED DIGITAL CORP

0.00%

Shares514.4K

Event2026-03-31

Filed2026-05-15

CLSK

CLEANSPARK INC

0.46%

Shares1.3M

Event2026-03-31

Filed2026-05-15

RIOT

RIOT PLATFORMS INC

118.48%

Shares879.2K

Event2026-03-31

Filed2026-05-15

BTDR

BITDEER TECHNOLOGIES GROUP

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

VST

VISTRA CORP

0.00%

Shares48.5K

Event2026-03-31

Filed2026-05-15

WULF

TERAWULF INC

347.63%

Shares500.0K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares25.4K

Event2026-03-31

Filed2026-05-15

WYFI

WHITEFIBER INC

-85.91%

Shares185.0K

Event2026-03-31

Filed2026-05-15

CORZ

CORE SCIENTIFIC INC NEW

2.99%

Shares100.0K

Event2026-03-31

Filed2026-05-15

LESLIES INC

-0.08%

Shares191.4K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

CORZ Call CallCORE SCIENTIFIC INC NEW372.0K shares-85.69%2026-03-312026-05-15

CORZ Call

CORE SCIENTIFIC INC NEW

-85.69%

Shares372.0K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available

CLEARFIELD CAPITAL MANAGEMENT LP Institutional Holdings, Portfolio & P&L — TradeFomo