Filer Name: CLEARFIELD CAPITAL MANAGEMENT LP
CIK: 1643569
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 18
Portfolio Value: $0.18B

Clearfield Capital Management Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
APLD US APPLIED DIGITAL CORP 5,005,779 $38M 21.48% -58.5% -
IFF US INTL FLAVORS & FRAGRANCES 267,400 $23M 12.70% - -
USFD US US FOODS HOLDING CORP 294,595 $20M 11.16% - -
UAL US UNITED AIRLINES HOLDINGS INC 203,000 $20M 11.07% 100.0% -
MAR US MARRIOTT INTERNATIONAL -CL A 52,300 $15M 8.19% 100.0% -
H US HYATT HOTELS CORP - CL A 64,400 $10M 5.68% 100.0% -
HLT US HILTON WORLDWIDE HOLDINGS IN 40,800 $10M 5.66% 100.0% -
DAL US DELTA AIR LINES INC 131,400 $8M 4.47% 100.0% -
BTDR US BITDEER TECHNOLOGIES GROUP-A 267,500 $6M 3.26% 100.0% -
NCLH US NORWEGIAN CRUISE LINE HOLDIN 189,800 $5M 2.74% 100.0% -
CCL US CARNIVAL CORP 161,600 $4M 2.26% 100.0% -
RCL US ROYAL CARIBBEAN CRUISES LTD 17,100 $4M 2.22% 100.0% -
CMTL US COMTECH TELECOMMUNICATIONS 962,587 $4M 2.17% -27.9% -
VMC US VULCAN MATERIALS CO 12,800 $3M 1.85% 100.0% -
CIFR US CIPHER MINING INC 677,900 $3M 1.77% 100.0% -
MLM US MARTIN MARIETTA MATERIALS 5,700 $3M 1.65% 100.0% -
NSC US NORFOLK SOUTHERN CORP 8,700 $2M 1.15% 100.0% -
WH US WYNDHAM HOTELS & RESORTS INC 9,300 $1M 0.53% 100.0% -
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