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
Top Buys
V
VRTVERTIV HOLDINGS CO+$17.0M
U
UALUNITED AIRLS HLDGS INC+$10.9M
C
CEGCONSTELLATION ENERGY CORP+$10.7M
V
VSTVISTRA CORP+$10.5M
T
TLNTALEN ENERGY CORP+$9.9M
Top Sells
A
APLDAPPLIED DIGITAL CORP-$17.7M
U
UALUNITED AIRLS HLDGS INC+$10.9M
C
CEGCONSTELLATION ENERGY CORP+$10.7M
V
VSTVISTRA CORP+$10.5M
T
TLNTALEN ENERGY CORP+$9.9M
Top Holdings
U
USFDUS FOODS HLDG CORP+18.3%$23.8M
V
VRTVERTIV HOLDINGS CO+13.1%$17.0M
E
ECGEVERUS CONSTR GROUP+10.3%$13.4M
U
UALUNITED AIRLS HLDGS INC+8.4%$10.9M
C
CEGCONSTELLATION ENERGY CORP+8.2%$10.7M
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
ELECTRIC SERVICES
+23.9%
AIR TRANSPORTATION, SCHEDULED
+20.0%
WHOLESALE-GROCERIES & RELATED PRODUCTS
+18.3%
ELECTRONIC COMPONENTS, NEC
+13.1%
OPERATIVE BUILDERS
+10.3%
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | analyst | United States |