Clearfield Capital Management LP
Net seller this quarter
$143M
5
-$126M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BTDR | $64.9M | 45.51% | 1.74% | +236.3% | Q4 2024 |
 WULF | $28.8M | 20.17% | 0.23% | +132.8% | Q4 2025 |
 KEEL | $22.9M | 16.08% | 0.65% | New | Q2 2026 |
 APLD | $19.2M | 13.46% | 0.18% | Not reported | Q2 2024 |
 CLSK | $6.82M | 4.78% | 0.18% | -65.0% | Q4 2025 |
| Q1 2026 | |||||
 ECG | $23.3M | 12.42% | 0.39% | Not reported | Q1 2025 |
 USFD | $21.4M | 11.40% | 0.11% | Not reported | Q1 2017 |
 VRT | $20.9M | 11.12% | 0.02% | Not reported | Q2 2025 |
 UAL | $20.5M | 10.91% | 0.07% | -4.8% | Q4 2024 |
 DAL | $13.1M | 7.00% | 0.03% | -4.8% | Q4 2024 |
 TLN | $12.5M | 6.64% | 0.09% | Not reported | Q2 2025 |
| APLD | $12.2M | 6.50% | 0.18% | Not reported | Q2 2024 |
| CLSK | $11.4M | 6.07% | 0.52% | +0.5% | Q4 2025 |
 RIOT | $10.9M | 5.78% | 0.23% | +118.5% | Q4 2025 |
| BTDR | $10.5M | 5.60% | 0.52% | Not reported | Q4 2024 |
 VST | $7.29M | 3.88% | 0.01% | Not reported | Q2 2025 |
| WULF | $7.22M | 3.84% | 0.12% | +347.6% | Q4 2025 |
 CEG | $7.09M | 3.78% | 0.01% | Not reported | Q2 2025 |
 WYFI | $2.2M | 1.17% | 0.48% | -85.9% | Q3 2025 |
 CORZ | $1.5M | 0.80% | 0.03% | +3.0% | Q4 2025 |
 LESL | $214K | 0.11% | 2.05% | -0.1% | Q4 2023 |
| Q4 2025 | |||||
| UAL | $26.2M | 11.73% | 0.07% | -36.7% | Q4 2024 |
| WYFI | $20.8M | 9.31% | 3.43% | +426.6% | Q3 2025 |
| USFD | $17.5M | 7.84% | 0.11% | -7.9% | Q1 2017 |
| ECG | $16.9M | 7.59% | 0.39% | -12.4% | Q1 2025 |
| TLN | $14.7M | 6.57% | 0.09% | -14.1% | Q2 2025 |
| DAL | $14.4M | 6.46% | 0.03% | -30.0% | Q4 2024 |
| VRT | $13.5M | 6.06% | 0.02% | -18.1% | Q2 2025 |
| CLSK | $13.5M | 6.05% | 0.52% | New | Q4 2025 |
| APLD | $12.6M | 5.66% | 0.18% | -6.4% | Q2 2024 |
| CEG | $8.97M | 4.02% | 0.01% | -17.3% | Q2 2025 |
| VST | $7.82M | 3.51% | 0.01% | -17.8% | Q2 2025 |
 CIFR | $5.4M | 2.42% | 0.09% | Not reported | Q4 2024 |
| RIOT | $5.1M | 2.29% | 0.11% | New | Q4 2025 |
 CAN | $2.33M | 1.04% | 0.07% | New | Q4 2025 |
| CORZ | $1.41M | 0.63% | 0.03% | New | Q4 2025 |
| WULF | $1.28M | 0.58% | 0.03% | New | Q4 2025 |
| LESL | $316K | 0.14% | 2.06% | +520.6% | Q4 2023 |
| Q3 2025 | |||||
| UAL | $35.7M | 21.35% | 0.11% | +170.0% | Q4 2024 |
| TLN | $19.4M | 11.58% | 0.10% | +34.2% | Q2 2025 |
| ECG | $19.3M | 11.58% | 0.44% | +7.1% | Q1 2025 |
| USFD | $19.3M | 11.56% | 0.11% | -18.3% | Q1 2017 |
| DAL | $16.8M | 10.07% | 0.05% | +50.4% | Q4 2024 |
| VRT | $15.4M | 9.19% | 0.03% | -22.9% | Q2 2025 |
| APLD | $12.6M | 7.54% | 0.20% | -3.5% | Q2 2024 |
| VST | $11.6M | 6.92% | 0.02% | +9.1% | Q2 2025 |
| CEG | $10.1M | 6.05% | 0.01% | -7.0% | Q2 2025 |
| WYFI | $6.78M | 4.06% | 0.65% | New | Q3 2025 |
| LESL | $170K | 0.10% | 0.33% | Not reported | Q4 2023 |