Clearfield Capital Management LP Portfolio Holdings
Clearfield Capital Management LP
- $111 Million
- Q2 2024
Clearfield Capital Management LP has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $111 Million distributed in 8 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Applied Blockchain, Inc. with a value of $26.5M, International Flavors & Fragrances Inc with a value of $26.4M, Us Foods Holding Corp. with a value of $25.1M, Leslie'S, Inc. with a value of $19.7M, and Ashland Global Holdings Inc with a value of $7.45M.
Examining the 13F form we can see an increase of $7.39M in the current position value, from $104M to 111M.
Clearfield Capital Management LP is based out at New York, NY
Below you can find more details about Clearfield Capital Management LP portfolio as well as his latest detailed transactions.