Clearfield Capital Management as of March 31, 2026
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Everus Constr Group (ECG) | 12.4 | $23M | 198k | 118.06 | |
| Us Foods Hldg Corp call (USFD) | 11.4 | $21M | 232k | 92.21 | |
| Vertiv Holdings Com Cl A (VRT) | 11.1 | $21M | 83k | 250.58 | |
| Hldgs (UAL) | 10.9 | $21M | 223k | 92.07 | |
| Delta Air Lines Com New (DAL) | 7.0 | $13M | 198k | 66.48 | |
| Talen Energy Corp (TLN) | 6.6 | $13M | 39k | 319.23 | |
| Applied Digital Corp Com New (APLD) | 6.5 | $12M | 514k | 23.74 | |
| Cleanspark Com New (CLSK) | 6.1 | $11M | 1.3M | 8.51 | |
| Riot Blockchain (RIOT) | 5.8 | $11M | 879k | 12.36 | |
| Bitdeer Technologies Group Cl A Ord Shs (BTDR) | 5.6 | $11M | 1.2M | 8.65 | |
| Vistra Energy (VST) | 3.9 | $7.3M | 49k | 150.33 | |
| Terawulf (WULF) | 3.8 | $7.2M | 500k | 14.43 | |
| Constellation Energy (CEG) | 3.8 | $7.1M | 25k | 279.25 | |
| Core Scientific (CORZ) | 3.8 | $7.1M | 472k | 14.96 | |
| Whitefiber SHS (WYFI) | 1.2 | $2.2M | 185k | 11.91 | |
| Leslies (LESL) | 0.1 | $214k | 191k | 1.12 |
