CLEARFIELD CAPITAL MANAGEMENT LP — Q3 2023 13F-HR

← CLEARFIELD CAPITAL MANAGEMENT LP

Q3 2023 · 13F-HR

CLEARFIELD CAPITAL MANAGEMENT LPholdings as filed

Filed 2023-11-14 · accession 0001643569-23-000005

$100.1M

Reported value

Positions

2023-09-30

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
39874R101	GO	GROCERY OUTLET HLDG CORP	$71.3M	71.3%	2,473,062	Common	SOLE
912008109	USFD	US FOODS HLDG CORP	$28.8M	28.7%	724,404	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.