CLEARFIELD CAPITAL MANAGEMENT LP - Portfolio Stock Holdings

CLEARFIELD CAPITAL MANAGEMENT LP disclosed 17 stock positions in a recent SEC 13F filing. $142,577,241 of stock holdings were filed, with the largest holdings including BTDR, WULF, and KEEL. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $240,200,778 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.