CLEARFIELD CAPITAL MANAGEMENT LP
CLEARFIELD CAPITAL MANAGEMENT LP runs CLEARFIELD CAPITAL MANAGEMENT LP and currently holds 5 stock positions, which is fewer than the average of 230 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%.
5 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
BTDR BITDEER TECHNOLOGIES GROUP | 45.51% | $13.72 | $11.37 | -17.13% | Added +236.34% |
WULF TERAWULF INC | 20.17% | $20.01 | $15.64 | -21.84% | Added +132.80% |
KEEL KEEL INFRASTRUCTURE CORP | 16.08% | $5.74 | $3.32 | -42.16% | New Buy |
APLD APPLIED DIGITAL CORP | 13.46% | $7.60 | $27.21 | +258.03% | Held |
CLSK CLEANSPARK INC | 4.78% | $10.11 | $11.98 | +18.50% | Trimmed -65.04% |