Clearfield Capital Management LP Portfolio Holdings by Sector
Clearfield Capital Management LP
- $69.1 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Food Distribution | Consumer Defensive
USFD PFGC 2 stocks |
$29,826
43.18% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
APLD 1 stocks |
$23,470
33.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
IFF 1 stocks |
$14,955
21.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CMTL 1 stocks |
$825
1.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|