CLEARFIELD CAPITAL MANAGEMENT LP 13F Holdings

CIK 0001643569 · NEW YORK, NY

As of Sep 30, 2025, CLEARFIELD CAPITAL MANAGEMENT LP reported 11 positions worth 67.1M in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
UNITED AIRLINES HOLDINGS INCUALIndustrials369,700$35.7M21.35%
TALEN ENERGY CORPTLNUtilities45,500 9.4M11.58%
EVERUS CONSTRUCTION GROUP INCECGConsumer Cyclical225,600 9.3M11.58%
US FOODS HOLDING CORPUSFDConsumer Defensive252,200 9.3M11.56%
DELTA AIR LINES INCDALIndustrials296,500 6.8M10.07%
VERTIV HOLDINGS COVRTIndustrials101,800 5.4M9.19%
APPLIED DIGITAL CORPAPLDFinancial Services549,479 2.6M7.54%
VISTRA CORPVSTUtilities59,000 1.6M6.92%
CONSTELLATION ENERGY CORPCEGUtilities30,700 0.1M6.05%
WHITEFIBER INCWYFITechnology249,482$6.8M4.06%
LESLIES INCLESLConsumer Cyclical30,872 69.8K0.10%