Clearfield Capital Management as of March 31, 2025
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 6 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Digital Corp Com New (APLD) | 30.8 | $24M | 4.2M | 5.62 | |
| Us Foods Hldg Corp call (USFD) | 26.5 | $20M | 309k | 65.46 | |
| International Flavors & Fragrances (IFF) | 19.6 | $15M | 193k | 77.61 | |
| Performance Food (PFGC) | 12.6 | $9.6M | 123k | 78.63 | |
| Everus Constr Group (ECG) | 9.3 | $7.1M | 192k | 37.09 | |
| Comtech Telecommunications C Com New (CMTL) | 1.1 | $826k | 516k | 1.60 |
