Grufity logo
Grufity logo

Latest CLEARFIELD CAPITAL MANAGEMENT LP Stock Portfolio

$142Million | No. of Holdings #5

About CLEARFIELD CAPITAL MANAGEMENT LP and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, CLEARFIELD CAPITAL MANAGEMENT LP reported an equity portfolio of $142.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CLEARFIELD CAPITAL MANAGEMENT LP are , WULF, . The fund has invested 45.5% of it's portfolio in BITDEER TECHNOLOGIES GROUP and 20.2% of portfolio in TERAWULF INC. <br><br> The fund managers got completely rid off EVERUS CONSTR GROUP, US FOODS HLDG CORP (USFD) and VERTIV HOLDINGS CO (VRT) stocks. They significantly reduced their stock positions in CLEANSPARK INC (CLSK). CLEARFIELD CAPITAL MANAGEMENT LP opened new stock positions in KEEL INFRASTRUCTURE CORP. The fund showed a lot of confidence in some stocks as they added substantially to BITDEER TECHNOLOGIES GROUP and TERAWULF INC (WULF).
CLEARFIELD CAPITAL MANAGEMENT LP Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$142Million
  as of Aug 14, 2026

CLEARFIELD CAPITAL MANAGEMENT LP Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
keel infrastructure corp22,930,500
New stocks bought by CLEARFIELD CAPITAL MANAGEMENT LP

Additions

Ticker% Inc.
bitdeer technologies group236
terawulf inc132
Additions to existing portfolio by CLEARFIELD CAPITAL MANAGEMENT LP

Reductions

Ticker% Reduced
cleanspark inc-65.04
CLEARFIELD CAPITAL MANAGEMENT LP reduced stake in above stock

Sold off

Ticker$ Sold
riot platforms inc-10,866,700
us foods hldg corp-21,411,200
united airls hldgs inc-20,504,000
delta air lines inc-13,149,700
everus constr group-23,340,500
leslies inc-214,397
whitefiber inc-2,203,930
vertiv holdings co-20,898,400
CLEARFIELD CAPITAL MANAGEMENT LP got rid off the above stocks

Sector Distribution

  • Others
  • Financial Services
Sector%
Others61.6
Financial Services38.4

Market Cap. Distribution

  • UNALLOCATED
  • MID-CAP
Category%
UNALLOCATED61.6
MID-CAP38.4

Stocks belong to which Index?

  • Others
  • RUSSELL 2000
Index%
Others61.6
RUSSELL 200038.4
Top 5 Winners (%)%
APLD
applied digital corp
57.1 %
CLSK
cleanspark inc
47.9 %
WULF
terawulf inc
42.3 %
bitdeer technologies group
41.9 %
Top 5 Winners ($)$
bitdeer technologies group
19.2 M
WULF
terawulf inc
8.5 M
APLD
applied digital corp
7.0 M
CLSK
cleanspark inc
5.5 M
Top 5 Losers (%)%
Top 5 Losers ($)$

CLEARFIELD CAPITAL MANAGEMENT LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CLEARFIELD CAPITAL MANAGEMENT LP

$142.58MTotal Value
16.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of CLEARFIELD CAPITAL MANAGEMENT LP, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
Cl A Ord Shs
Bitdeer Technologies Group

Bitdeer Technologies Group

CLEARFIELD CAPITAL MANAGEMENT LP's holding in Bitdeer Technologies Group over time
45.52%4,089,070
$64.89M
45.52%
increased 236.34 percentadded
Com Shs
Keel Infrastructure Corp

Keel Infrastructure Corp

CLEARFIELD CAPITAL MANAGEMENT LP's holding in Keel Infrastructure Corp over time
16.08%3,994,860
$22.93M
16.08%
new position
Com
Everus Constr Group

Everus Constr Group

CLEARFIELD CAPITAL MANAGEMENT LP's holding in Everus Constr Group over time
0%0.00
$0.00
0%
decreased 100 percentsold off
Com
Talen Energy Corp

Talen Energy Corp

CLEARFIELD CAPITAL MANAGEMENT LP's holding in Talen Energy Corp over time
0%0.00
$0.00
0%
decreased 100 percentsold off
Shs
Whitefiber Inc

Whitefiber Inc

CLEARFIELD CAPITAL MANAGEMENT LP's holding in Whitefiber Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off