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Clearfield Capital Management LP
CIK:0001643569
Hedge Fund
$281M AUM
12 holdings
New York, NY, USA
CLEARFIELD CAPITAL MANAGEMENT LP is an investment adviser firm that provides advice about securities.
Investment Strategy
Not specified
Latest 13F Filing Activity
Clearfield Capital Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions with a total 13F market value of $130M. The fund increased holdings in Vertiv Holdings Co., United Airls HLDGS Inc., Constellation Energy Corp. among other positions. Clearfield Capital Management LP reduced exposure to Applied Digital Corp., Vestis Corporation, Us Foods HLDG Corp. among others.
Top Buys
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFD | US FOODS HLDG CORP | 18.30% | $23.8M | 308,495 | $39.43 | $77.01 | +$3.6M |
V VRT | VERTIV HOLDINGS CO | 13.07% | $17.0M | 132,100 | $128.41 | $128.41 | +$17.0M |
E ECG | EVERUS CONSTR GROUP | 10.31% | $13.4M | 210,664 | $39.45 | $63.53 | +$6.3M |
U UAL | UNITED AIRLS HLDGS INC | 8.40% | $10.9M | 136,919 | $79.63 | $79.63 | +$10.9M |
C CEG | CONSTELLATION ENERGY CORP | 8.20% | $10.7M | 33,000 | $322.76 | $322.76 | +$10.7M |
Industry Allocation
AIR TRANSPORTATION, SCHEDULED
+31.4%
ELECTRIC SERVICES
+24.5%
OPERATIVE BUILDERS
+11.6%
WHOLESALE-GROCERIES & RELATED PRODUCTS
+11.6%
ELECTRONIC COMPONENTS, NEC
+9.2%
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | New York, NY , United States | |
 | analyst | United States | |
 | Analyst | United States |
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