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CLEARFIELD CAPITAL MANAGEMENT LP 13F portfolio summary

CLEARFIELD CAPITAL MANAGEMENT LP of CLEARFIELD CAPITAL MANAGEMENT LP has 5 current stock holdings with a reported portfolio value of $142.6M. The portfolio 1 year return is +40.93%. Top holdings include BTDR (45.51%), WULF (20.17%), KEEL (16.08%), APLD (13.46%), CLSK (4.78%).

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CLEARFIELD CAPITAL MANAGEMENT LP 13F Portfolio

CLEARFIELD CAPITAL MANAGEMENT LP
Latest SEC 13F filing: 2026-06-30

CLEARFIELD CAPITAL MANAGEMENT LP runs CLEARFIELD CAPITAL MANAGEMENT LP and currently holds 5 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $142.58M. Their top holdings are BTDR, WULF, KEEL, APLD, CLSK. The top five represent 100.0% of reported portfolio weight. CLEARFIELD CAPITAL MANAGEMENT LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CLEARFIELD CAPITAL MANAGEMENT LP initiated 1 new position. They added to 2 existing positions. They trimmed 1 position. Their current best-performing preview position is BTDR with returns of +83.47%.

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Top 5 Holdings
BTDR45.5%
WULF20.2%
KEEL16.1%
APLD13.5%
CLSK4.8%
Top 5: 100.0%
Portfolio Returns
1 Year
+40.93%
#0/1000
3 Year
+81.34%
#0/1000
5 Year
+103.63%
#0/1000

Portfolio Value

$142.58M

Alpha Score

75.6

#0 of 1000

Holdings

5

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CLEARFIELD CAPITAL MANAGEMENT LP Current 13F Holdings

Reported holdings from CLEARFIELD CAPITAL MANAGEMENT LP's latest SEC 13F filing, ranked by portfolio weight.

5 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
BTDR
BITDEER TECHNOLOGIES GROUP
45.51%$13.72$9.63-29.81%
Added
+236.34%
WULF
TERAWULF INC
20.17%$20.01$13.77-31.18%
Added
+132.80%
KEEL
KEEL INFRASTRUCTURE CORP
16.08%$5.74$3.04-47.04%
New Buy
APLD
APPLIED DIGITAL CORP
13.46%$7.60$23.68+211.58%
Held
CLSK
CLEANSPARK INC
4.78%$10.11$10.50+3.81%
Trimmed
-65.04%