Q1 2025 · 13F-HR
CLEARFIELD CAPITAL MANAGEMENT LPholdings as filed
Filed 2025-05-15 · accession 0001643569-25-000003
$76.2M
Reported value
6
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 038169207 | APLD | APPLIED DIGITAL CORP | $23.5M | 30.8% | 4,176,179 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $20.2M | 26.5% | 308,495 | Common | SOLE |
| 459506101 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $15.0M | 19.6% | 192,696 | Common | SOLE |
| 71377A103 | PFGC | PERFORMANCE FOOD GROUP CO | $9.6M | 12.6% | 122,500 | Common | SOLE |
| 300426103 | ECG | EVERUS CONSTR GROUP | $7.1M | 9.34% | 191,900 | Common | SOLE |
| 205826209 | CMTL | COMTECH TELECOMMUNICATIONS C | $825,730 | 1.08% | 516,081 | 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.