Clearfield Capital Management as of Dec. 31, 2024
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Digital Corp Com New (APLD) | 21.5 | $38M | 5.0M | 7.64 | |
| International Flavors & Fragrances (IFF) | 12.7 | $23M | 267k | 84.55 | |
| Us Foods Hldg Corp call (USFD) | 11.2 | $20M | 295k | 67.46 | |
| Hldgs (UAL) | 11.1 | $20M | 203k | 97.10 | |
| Marriott Intl Cl A (MAR) | 8.2 | $15M | 52k | 278.94 | |
| Hyatt Hotels Corp Com Cl A (H) | 5.7 | $10M | 64k | 156.98 | |
| Hilton Worldwide Holdings (HLT) | 5.7 | $10M | 41k | 247.16 | |
| Delta Air Lines Inc Del Com New (DAL) | 4.5 | $7.9M | 131k | 60.50 | |
| Bitdeer Technologies Group Cl A Ord Shs (BTDR) | 3.3 | $5.8M | 268k | 21.67 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 2.7 | $4.9M | 190k | 25.73 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 2.3 | $4.0M | 162k | 24.92 | |
| Royal Caribbean Cruises (RCL) | 2.2 | $3.9M | 17k | 230.69 | |
| Comtech Telecommunications C Com New (CMTL) | 2.2 | $3.9M | 963k | 4.01 | |
| Vulcan Materials Company (VMC) | 1.8 | $3.3M | 13k | 257.23 | |
| Cipher Mining (CIFR) | 1.8 | $3.1M | 678k | 4.64 | |
| Martin Marietta Materials (MLM) | 1.7 | $2.9M | 5.7k | 516.50 | |
| Norfolk Southern (NSC) | 1.1 | $2.0M | 8.7k | 234.70 | |
| Wyndham Hotels And Resorts (WH) | 0.5 | $937k | 9.3k | 100.79 |
