Clearfield Capital Management as of Dec. 31, 2023
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Flavors & Fragrances (IFF) | 25.1 | $29M | 355k | 80.97 | |
| Us Foods Hldg Corp call (USFD) | 22.4 | $26M | 566k | 45.41 | |
| Rb Global (RBA) | 12.3 | $14M | 211k | 66.89 | |
| Grocery Outlet Hldg Corp (GO) | 11.2 | $13M | 477k | 26.96 | |
| Transunion (TRU) | 7.3 | $8.4M | 122k | 68.71 | |
| Catalent (CTLT) | 4.6 | $5.3M | 118k | 44.93 | |
| Leslies (LESL) | 4.3 | $4.9M | 713k | 6.91 | |
| Regal-beloit Corporation (RRX) | 3.6 | $4.2M | 28k | 148.02 | |
| Hasbro (HAS) | 3.6 | $4.1M | 80k | 51.06 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 2.9 | $3.3M | 74k | 44.50 | |
| Frontier Communications Pare (FYBR) | 2.0 | $2.3M | 91k | 25.34 | |
| Digitalocean Hldgs (DOCN) | 0.8 | $868k | 24k | 36.69 |
