The Analysis of CLEARFIELD CAPITAL MANAGEMENT LP's Holdings

Currently, CLEARFIELD CAPITAL MANAGEMENT LP holds 18 types of securities in its portfolio with a total value $185.1M. In the most recent quarter, they have increased their positions in WYFI (+1.1M shares, valued at $16.8M), CLSK (+1.3M shares, valued at $13.5M), CIFR (+366.0K shares, valued at $5.4M); decreased their positions in UAL (-135.7K shares, valued at $15.2M), DAL (-88.8K shares, valued at $6.2M), VRT (-18.4K shares, valued at $3.0M); initiated new positions in CLSK (+1.3M shares, valued at $13.5M), CIFR (+366.0K shares, valued at $5.4M), RIOT (+402.4K shares, valued at $5.1M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UAL UNITED AIRLS HLDGS INC234.0K shares-36.71%2025-12-312026-02-13

WYFI WHITEFIBER INC1.3M shares426.55%2025-12-312026-02-13

USFD US FOODS HLDG CORP232.2K shares-7.93%2025-12-312026-02-13

ECG EVERUS CONSTR GROUP197.7K shares-12.37%2025-12-312026-02-13

TLN TALEN ENERGY CORP39.1K shares-14.07%2025-12-312026-02-13

DAL DELTA AIR LINES INC DEL207.7K shares-29.95%2025-12-312026-02-13

VRT VERTIV HOLDINGS CO83.4K shares-18.07%2025-12-312026-02-13

CLSK CLEANSPARK INC1.3M sharesnew addition2025-12-312026-02-13

Sponsored

APLD APPLIED DIGITAL CORP514.4K shares-6.39%2025-12-312026-02-13

CEG CONSTELLATION ENERGY CORP25.4K shares-17.26%2025-12-312026-02-13

VST VISTRA CORP48.5K shares-17.83%2025-12-312026-02-13

CIFR CIPHER MINING INC366.0K sharesnew addition2025-12-312026-02-13

RIOT RIOT PLATFORMS INC402.4K sharesnew addition2025-12-312026-02-13

BITF BITFARMS LTD1.1M sharesnew addition2025-12-312026-02-13

CAN CANAAN INC3.4M sharesnew addition2025-12-312026-02-13

CORZ CORE SCIENTIFIC INC NEW97.1K sharesnew addition2025-12-312026-02-13