CLEARFIELD CAPITAL MANAGEMENT LP
•CIK: 1643569•Filing: Q4 2025
**CLEARFIELD CAPITAL MANAGEMENT LP** manages $185M across a focused portfolio of 18 positions. The firm maintains significant exposure to key names, notably UAL at $26.2M and C-PR at $20.8M. Further concentration is evident in USFD ($17.5M) and ECG ($16.9M), suggesting targeted, conviction-based allocations. This structure indicates a disciplined, bottom-up approach within its current mandate.
Total AUM
$185.1M
QoQ Performance
+10.8%
Positions
18
Top 10 Concentration
85.9%
Latest Filing
Q4 2025
Top Holdings Allocation
UAL
WHIT
USFD
ECG
TLN
DAL
VRT
CLSK
UAL14.1%
WHITEFIBER11.2%
USFD9.4%
ECG9.1%
TLN7.9%
DAL7.8%
VRT7.3%
CLSK7.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW7 new positions
↑2 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023