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CLEARFIELD CAPITAL MANAGEMENT LP - Portfolio Stock Holdings

CLEARFIELD CAPITAL MANAGEMENT LP disclosed 19 stock positions in a recent SEC 13F filing. $180,769,537 of stock holdings were filed, with the largest holdings including ECG, USFD, and VRT. This filing represented positions held on March 31, 2026, and was filed on May 15, 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.

Report Period:

March 31, 2026

No. of Stocks:

19

Est. Stock Holding Value:

$180,769,537

Top Stock Holdings By Sector

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Portfolio Stock Holdings - CLEARFIELD CAPITAL MANAGEMENT LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - CLEARFIELD CAPITAL MANAGEMENT LP

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.