Clearfield Capital Management LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Clearfield Capital Management LP reported 5 stock positions worth $142.6 million. Its top holding was Bitdeer Technologies Group-A (BTDR) at 45.5% of the portfolio, followed by Terawulf (WULF, 20.2%) and Keel Infrastructure (KEEL, 16.1%). Compared with Q1 2026, it opened 1 new position, sold out of 12, added to 2 and reduced 1. The biggest buy was Bitdeer Technologies Group-A (BTDR, shares +236%) and the biggest sale an exit from Everus Construction (ECG).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001643569
Portfolio Value
$142.6M (Q2 2026)
SEC Filing
0001643569-26-000004 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $117.9M Q1 2024 Q2 2024: $111.2M Q2 2024 Q3 2024: $161.0M Q3 2024 Q4 2024: $178.0M Q4 2024 Q1 2025: $76.2M Q1 2025 Q2 2025: $129.8M Q2 2025 Q3 2025: $167.1M Q3 2025 Q4 2025: $185.1M Q4 2025 Q1 2026: $182.3M Q1 2026 Q2 2026: $142.6M $142.6M Q2 2026

Holdings 5 stocks · $142.6M
BTDR Bitdeer Technologies Group-A 45.51% 4,089,074 $64.9M Add +236.3%
WULF Terawulf Inc. 20.17% 1,164,000 $28.8M Add +132.8%
KEEL Keel Infrastructure Corp. 16.08% 3,994,857 $22.9M New
APLD Applied Digital Corp. 13.46% 514,379 $19.2M No change
CLSK Cleanspark Inc. 4.78% 468,455 $6.8M Reduce -65.0%

Portfolio Sells Q1 2026 → Q2 2026
ECG Everus Construction Group Sold out 0.00% −12.80
USFD US Foods Holding Corp. Sold out 0.00% −11.75
VRT Vertiv Holdings Co. Class A Sold out 0.00% −11.46
UAL United Airlines Holdings Inc. Sold out 0.00% −11.25
DAL Delta Air Lines Inc. Sold out 0.00% −7.21
TLN Talen Energy Corp. Sold out 0.00% −6.85
RIOT Riot Platforms Inc. Sold out 0.00% −5.96
VST Vistra Corp. Sold out 0.00% −4.00
CEG Constellation Energy Sold out 0.00% −3.89
CLSK Cleanspark Inc. Reduce -65.0% 4.78% −1.47
WYFI Whitefiber Inc. Sold out 0.00% −1.21
CORZ Core Scientific Inc. Sold out 0.00% −0.82
LESL Leslie's Inc. Sold out 0.00% −0.12

Portfolio Buys Q1 2026 → Q2 2026
BTDR Bitdeer Technologies Group-A Add +236.3% 45.51% +39.75
WULF Terawulf Inc. Add +132.8% 20.17% +16.21
KEEL Keel Infrastructure Corp. New 16.08% +16.08

Options Activity Q1 2026 → Q2 2026
CORZ Core Scientific Inc. call Sold out 372,000 $5.6Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$142.6MBTDR, WULF, KEEL, APLD, CLSK
Q1 2026 16$182.3MECG, USFD, VRT, UAL, DAL
Q4 2025 18$185.1MUAL, WYFI, USFD, ECG, TLN
Q3 2025 11$167.1MUAL, TLN, ECG, USFD, DAL
Q2 2025 12$129.8MUSFD, VRT, ECG, UAL, CEG
Q1 2025 6$76.2MAPLD, USFD, IFF, PFGC, ECG
Q4 2024 18$178.0MAPLD, IFF, USFD, UAL, MAR
Q3 2024 5$161.0MAPLD, IFF, USFD, LESLIES INC, CMTL
Q2 2024 8$111.2MAPLD, IFF, USFD, LESLIES INC, ASH
Q1 2024 10$117.9MIFF, USFD, WSC, RBA, ASH