Clearfield Capital Management as of Dec. 31, 2025
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Core Scientific (CORZ) | 17.6 | $39M | 2.7M | 14.56 | |
| Hldgs (UAL) | 11.7 | $26M | 234k | 111.82 | |
| Whitefiber SHS (WYFI) | 9.3 | $21M | 1.3M | 15.80 | |
| Us Foods Hldg Corp call (USFD) | 7.8 | $18M | 232k | 75.32 | |
| Everus Constr Group (ECG) | 7.6 | $17M | 198k | 85.56 | |
| Talen Energy Corp (TLN) | 6.6 | $15M | 39k | 374.84 | |
| Delta Air Lines Inc Del Com New (DAL) | 6.5 | $14M | 208k | 69.40 | |
| Vertiv Holdings Com Cl A (VRT) | 6.1 | $14M | 83k | 162.01 | |
| Cleanspark Com New (CLSK) | 6.1 | $14M | 1.3M | 10.12 | |
| Applied Digital Corp Com New (APLD) | 5.7 | $13M | 514k | 24.52 | |
| Constellation Energy (CEG) | 4.0 | $9.0M | 25k | 353.27 | |
| Vistra Energy (VST) | 3.5 | $7.8M | 49k | 161.33 | |
| Cipher Mining (CIFR) | 2.4 | $5.4M | 366k | 14.76 | |
| Riot Blockchain (RIOT) | 2.3 | $5.1M | 402k | 12.67 | |
| Bitfarms (BITF) | 1.1 | $2.5M | 1.1M | 2.35 | |
| Canaan Sponsored Ads (CAN) | 1.0 | $2.3M | 3.4M | 0.69 | |
| Terawulf (WULF) | 0.6 | $1.3M | 112k | 11.49 | |
| Leslies (LESL) | 0.1 | $316k | 192k | 1.65 |
