Fund HoldingsCLEARFIELD CAPITAL MANAGEMENT LP

Total Portfolio Value
$222.97M
Total Bought
$83.47M
Total Sold
$27.61M
Net Transaction
+$55.86M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CORE SCIENTIFIC INC NEW(CORZ)(Call)02,599,800+2,599,800037,853+37,853
WHITEFIBER INC(WYFI)249,4821,313,659+1,064,1776,77820,7569.31%+13,977
CLEANSPARK INC(CLSK)01,333,600+1,333,600013,4966.05%+13,496
CIPHER MINING INC(CIFR)0366,000+366,00005,4022.42%+5,402
RIOT PLATFORMS INC(RIOT)0402,400+402,40005,0982.29%+5,098
BITFARMS LTD
COM
01,050,300+1,050,30002,4681.11%+2,468
CANAAN INC03,373,430+3,373,43002,3281.04%+2,328
CORE SCIENTIFIC INC NEW(CORZ)097,100+97,10001,4140.63%+1,414
TERAWULF INC(WULF)0111,700+111,70001,2830.58%+1,283
LESLIES INC30,872191,575+160,7031703160.14%+146
APPLIED DIGITAL CORP549,479514,379-35,10012,60512,6135.66%+8
CONSTELLATION ENERGY CORP(CEG)30,70025,400-5,30010,1028,9734.02%-1,129
US FOODS HLDG CORP(USFD)252,200232,200-20,00019,32417,4897.84%-1,834
VERTIV HOLDINGS CO(VRT)101,80083,400-18,40015,35813,5126.06%-1,846
DELTA AIR LINES INC DEL(DAL)296,500207,700-88,80016,82614,4146.46%-2,412
EVERUS CONSTR GROUP(ECG)225,600197,700-27,90019,34516,9157.59%-2,430
VISTRA CORP(VST)59,00048,481-10,51911,5597,8213.51%-3,738
TALEN ENERGY CORP(TLN)45,50039,100-6,40019,35514,6566.57%-4,699
UNITED AIRLS HLDGS INC(UAL)369,700234,000-135,70035,67626,16611.73%-9,510
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