CLEARFIELD CAPITAL MANAGEMENT LP

CIK 0001643569 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

CLEARFIELD CAPITAL MANAGEMENT LP reported 5 positions worth $142.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BTDR (45.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$142.6M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	BTDR	BITDEER TECHNOLOGIES GROUP	SH	$64.9M	45.51%	4,089,074	—	—
▸ 2	WULF	TERAWULF INC	SH	$28.8M	20.17%	1,164,000	—	—
▸ 3	KEEL	KEEL INFRASTRUCTURE CORP	SH	$22.9M	16.08%	3,994,857	—	—
▸ 4	APLD	APPLIED DIGITAL CORP	SH	$19.2M	13.46%	514,379	—	—
▸ 5	CLSK	CLEANSPARK INC	SH	$6.8M	4.78%	468,455	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CLEARFIELD CAPITAL MANAGEMENT LP hold as of Q2 2026?

CLEARFIELD CAPITAL MANAGEMENT LP reported 5 positions worth $142.6M in its Q2 2026 13F filing. Largest positions: BTDR (45.5%), WULF (20.2%), KEEL (16.1%), APLD (13.5%) and CLSK (4.8%).

What did CLEARFIELD CAPITAL MANAGEMENT LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CLEARFIELD CAPITAL MANAGEMENT LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.