Clearfield Capital Management as of Sept. 30, 2024
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 5 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Digital Corp Com New (APLD) | 61.8 | $100M | 12M | 8.25 | |
| International Flavors & Fragrances (IFF) | 17.4 | $28M | 267k | 104.93 | |
| Us Foods Hldg Corp call (USFD) | 11.2 | $18M | 295k | 61.50 | |
| Leslies (LESL) | 5.6 | $8.9M | 2.8M | 3.16 | |
| Comtech Telecommunications C Com New (CMTL) | 4.0 | $6.4M | 1.3M | 4.81 |
