Clearfield Capital Management LP 13F Holdings · Q2 2026
Clearfield Capital Management LP reported 5 securities worth $142.58M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BTDR (45.51%), WULF (20.17%), KEEL (16.08%). Among its top 25 positions this quarter: 1 new, 2 added, 1 trimmed, 12 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BTDR | BITDEER TECHNOLOGIES GROUP | $64.9M | 45.51% | 4.1M | Added |
| 2 | WULF | TERAWULF INC | $28.8M | 20.17% | 1.2M | Added |
| 3 | KEEL | KEEL INFRASTRUCTURE CORP | $22.9M | 16.08% | 4.0M | New |
| 4 | APLD | APPLIED DIGITAL CORP | $19.2M | 13.46% | 514,379 | Hold |
| 5 | CLSK | CLEANSPARK INC | $6.8M | 4.78% | 468,455 | Trimmed |
| 6 | CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 7 | CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | Exited |
| 8 | DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | Exited |
| 9 | ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | Exited |
| 10 | LESL | LESLIES INC | $0 | 0.00% | 0 | Exited |
| 11 | RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 12 | TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 13 | UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | Exited |
| 14 | USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | Exited |
| 15 | VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | Exited |
| 16 | VST | VISTRA CORP | $0 | 0.00% | 0 | Exited |
| 17 | WYFI | WHITEFIBER INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR