CLEARFIELD CAPITAL MANAGEMENT LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$167.1B
Holdings
11
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UALUNITED AIRLS HLDGS INC | 369,700 | $35.7B | 21.35% | |
| 2 | TLNTALEN ENERGY CORP | 45,500 | $19.4B | 11.58% | |
| 3 | ECGEVERUS CONSTR GROUP | 225,600 | $19.3B | 11.58% | |
| 4 | USFDUS FOODS HLDG CORP | 252,200 | $19.3B | 11.56% | |
| 5 | DALDELTA AIR LINES INC DEL | 296,500 | $16.8B | 10.07% | |
| 6 | VRTVERTIV HOLDINGS CO | 101,800 | $15.4B | 9.19% | |
| 7 | APLDAPPLIED DIGITAL CORP | 549,479 | $12.6B | 7.54% | |
| 8 | VSTVISTRA CORP | 59,000 | $11.6B | 6.92% | |
| 9 | CEGCONSTELLATION ENERGY CORP | 30,700 | $10.1B | 6.05% | |
| 10 | WYFIWHITEFIBER INC | 249,482 | $6.8B | 4.06% | |
| 11 | LESLLESLIES INC | 30,872 | $169.8M | 0.10% |