Clearfield Capital Management LP
NEW YORK, NY
$143m in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 78.8% of the portfolio this quarter.
Value
$143m
Stocks
5
Top 10 share
100.0%
Turnover
78.8%
What changed this quarter
New
Bought for the first time this quarter.
- Keel InfrastructureKEEL16.1% of the fund
Added
Bought more of a stock they already held.
- Bitdeer Technologies GroupBTDR45.5% of the fund+236%
- TerawulfWULF20.2% of the fund+133%
Cut
Sold some of their stake.
- CleansparkCLSK4.8% of the fund-65%
Sold out
Sold their entire stake.
- Everus Construction GroupECG-100%
- US Foods HoldingUSFD-100%
- Vertiv HoldingsVRT-100%
- United Airlines HoldingsUAL-100%
- Delta Air LinesDAL-100%
- Talen EnergyTLN-100%
- Riot PlatformsRIOT-100%
- VistraVST-100%
- Constellation EnergyCEG-100%
- WhiteFiberWYFI-100%
- Core ScientificCORZ-100%
- Leslie'sLESL-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Bitdeer Technologies GroupBTDR | 45.5% | $65m | 4,089,074 | +236% |
| TerawulfWULF | 20.2% | $29m | 1,164,000 | +133% |
| Keel InfrastructureKEEL | 16.1% | $23m | 3,994,857 | New |
| Applied DigitalAPLD | 13.5% | $19m | 514,379 | Held |
| CleansparkCLSK | 4.8% | $7m | 468,455 | -65% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 9.8% since 30 June 2025.
Where the money is
Financial services86.5%
Technology13.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.