Clearfield Capital Management LP Portfolio Holdings

Clearfield Capital Management LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $69.1 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Applied Blockchain, Inc. with a value of $23.5M, Us Foods Holding Corp. with a value of $20.2M, International Flavors & Fragrances Inc with a value of $15M, Performance Food Group CO with a value of $9.63M, and Comtech Telecommunications Corp with a value of $825K.

Examining the 13F form we can see an decrease of $103M in the current position value, from $172M to 69.1M.

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.