Clearfield Capital Management LP Portfolio Holdings

Clearfield Capital Management LP

  • $161 Million
  • Q3 2024

Clearfield Capital Management LP has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $161 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Applied Blockchain, Inc. with a value of $99.5M, International Flavors & Fragrances Inc with a value of $28.1M, Us Foods Holding Corp. with a value of $18.1M, Leslie'S, Inc. with a value of $8.94M, and Comtech Telecommunications Corp with a value of $6.42M.

Examining the 13F form we can see an increase of $49.9M in the current position value, from $111M to 161M.

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.

Portfolio value $161 Million
Financial Services: $99.5 Million
Basic Materials: $28.1 Million
Consumer Defensive: $18.1 Million
Consumer Cyclical: $8.94 Million
Technology: $6.42 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $161 Million
  • Prior Value $111 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
Track This Portfolio

Track Clearfield Capital Management LP Portfolio

Follow Clearfield Capital Management LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearfield Capital Management LP, based on Form 13F filings with the SEC.

News

Stay updated on Clearfield Capital Management LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email