2026 Q2 Portfolio Activity
In 2026 Q2, CLEARFIELD CAPITAL MANAGEMENT LP maintained a portfolio of 18 distinct positions. They heavily accumulated shares in BITDEER TECHNOLOGIES GROUP, increasing the position by 236.3%. Conversely, CLEARFIELD CAPITAL MANAGEMENT LP completely exited their position in EVERUS CONSTR GROUP.
Position History
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Total Positions
18
Quarter
2026 Q2
Top Holding
BTDR (45.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-18 of 18
CLEARFIELD CAPITAL MANAGEMENT LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BTDR
BITDEER TECHNOL...
|
Technology | 45.51% | 5.60% |
#1
9
Prev: #10
|
9.0 |
—
|
2,873,326 | 236.3% |
P
S
|
4,089,074 | $64,893,604 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WULF
TERAWULF INC
|
Financial Services | 20.17% | 3.84% |
#2
10
Prev: #12
|
8.5 |
—
|
664,000 | 132.8% |
P
S
|
1,164,000 | $28,750,800 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
KEEL INFRASTRUC...
|
|
Unknown | 16.08% | — |
#3
Prev: #—
|
8.5 |
—
|
3,994,857 | — |
NEW
|
3,994,857 | $22,930,479 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
APLD
APPLIED DIGITAL...
|
Technology | 13.46% | 6.50% |
#4
3
Prev: #7
|
5.5 |
—
|
no change | no change |
P
S
|
514,379 | $19,186,337 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLSK
CLEANSPARK INC
|
Financial Services | 4.78% | 6.07% |
#5
3
Prev: #8
|
2.4 |
—
|
-871,343 | -65.0% |
P
S
|
468,455 | $6,816,020 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LESL
LESLIES INC
|
Consumer Cyclical | 0.00% | 0.11% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-191,426 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CORZ
CORE SCIENTIFIC...
|
Technology | 0.00% | 0.80% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-100,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
WHITEFIBER INC
|
|
Unknown | 0.00% | 1.17% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-185,049 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CORZ
CALL
CORE SCIENTIFIC...
|
CALL Option | 0.00% | 2.96% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-372,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.00% | 3.78% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-25,400 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VST
VISTRA CORP
|
Utilities | 0.00% | 3.88% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-48,481 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RIOT
RIOT PLATFORMS ...
|
Financial Services | 0.00% | 5.78% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-879,182 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TLN
TALEN ENERGY CO...
|
Utilities | 0.00% | 6.64% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-39,100 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DAL
DELTA AIR LINES...
|
Industrials | 0.00% | 7.00% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-197,800 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UAL
UNITED AIRLS HL...
|
Industrials | 0.00% | 10.91% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-222,700 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.00% | 11.12% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-83,400 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
USFD
US FOODS HLDG C...
|
Consumer Defensive | 0.00% | 11.40% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-232,200 | -100.0% |
CLOSED
|
— | $— | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ECG
EVERUS CONSTR G...
|
Industrials | 0.00% | 12.42% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-197,700 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-18 of 18 holdings