Clearfield Capital Management LP Portfolio Holdings

Clearfield Capital Management LP

  • $98 Million
  • Q2 2025

Clearfield Capital Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $98 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Us Foods Holding Corp. with a value of $23.8M, Vertiv Holdings CO with a value of $11.4M, United Airlines Holdings, Inc. with a value of $10.9M, Constellation Energy Corp with a value of $10.7M, and Vistra Corp. with a value of $10.5M.

Examining the 13F form we can see an increase of $28.9M in the current position value, from $69.1M to 98M.

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 $98 Million
Industrials: $37.4 Million
Consumer Defensive: $23.8 Million
Utilities: $21.1 Million
Technology: $9.93 Million
Financial Services: $5.73 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.38B
$5.73 Million 5.85% of portfolio
569,179
Q2 2025 Reduced 86.37%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $98 Million
  • Prior Value $69.1 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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