Clearfield Capital Management LP holds a focused book of 16 stocks worth $182.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Bitdeer Technologies Group-A and trimmed United Airlines Holdings Inc. Their largest long position is Everus Construction Group at 13% of the equity book. They also disclosed $5.6M in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1643569/holdings"
Use Arkolith to show CLEARFIELD CAPITAL MANAGEMENT LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clearfield Capital Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 19 / 16 | $31.4B |
| STATE STREET CORP | 19 / 16 | $16.3B |
| GEODE CAPITAL MANAGEMENT, LLC | 19 / 16 | $9.8B |
| MORGAN STANLEY | 19 / 16 | $7.6B |
| UBS Group AG | 19 / 16 | $4.1B |
| GOLDMAN SACHS GROUP INC | 19 / 16 | $3.4B |
| WELLS FARGO & COMPANY/MN | 19 / 16 | $2.1B |
| ROYAL BANK OF CANADA | 19 / 16 | $905.0M |
Ranked by how many of Clearfield Capital Management LP's top 16 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Everus Constr Group COM | $23.3M | 197.7K | 12.8% | —Held | |
| 2 | US Foods Hldg Corp COM | $21.4M | 232.2K | 11.7% | —Held | |
| 3 | Vertiv Holdings Co COM CL A | $20.9M | 83.4K | 11.5% | —Held | |
| 4 | United Airls Hldgs Inc COM | $20.5M | 222.7K | 11.2% | ▼−4.8% Reduced · −11K sh | |
| 5 | Delta Air Lines Inc COM NEW | $13.1M | 197.8K | 7.2% | ▼−4.8% Reduced · −10K sh | |
| 6 | Talen Energy Corp COM | $12.5M | 39.1K | 6.8% | —Held | |
| 7 | Applied Digital Corp COM NEW | $12.2M | 514.4K | 6.7% | —Held | |
| 8 | Cleanspark Inc COM NEW | $11.4M | 1.34M | 6.3% | ▲+0.5% Added · +6K sh | |
| 9 | Riot Platforms Inc COM | $10.9M | 879.2K | 6.0% | ▲+118% Added · +477K sh | |
| 10 | Bitdeer Technologies Group CL A ORD SHS | $10.5M | 1.22M | 5.8% | ▲New New position | |
| 11 | Vistra Corp COM | $7.3M | 48.5K | 4.0% | —Held | |
| 12 | Terawulf Inc COM | $7.2M | 500.0K | 4.0% | ▲+348% Added · +388K sh | |
| 13 | Constellation Energy Corp COM | $7.1M | 25.4K | 3.9% | —Held | |
| 14 | Whitefiber Inc SHS | $2.2M | 185.0K | 1.2% | ▼−86% Reduced · −1.1M sh | |
| 15 | Core Scientific Inc New COM | $1.5M | 100.0K | 0.8% | ▲+3.0% Added · +3K sh | |
| 16 | Leslies Inc COM | $214K | 191.4K | 0.1% | ▼−0.1% Reduced · −149 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | CORE SCIENTIFIC INCCORZ | $5.6M | 372K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.