§ 13F · FUND PROFILE
CLEARFIELD CAPITAL MANAGEMENT LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 19Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$223.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CORZ | CORE SCIENTIFIC INC NEW | 2.60M | $37.9T | 17.0% | NEW |
| 2 | UAL | UNITED AIRLS HLDGS INC | 234K | $26.2T | 11.7% | NEW |
| 3 | WYFI | WHITEFIBER INC | 1.31M | $20.8T | 9.3% | NEW |
| 4 | USFD | US FOODS HLDG CORP | 232K | $17.5T | 7.8% | NEW |
| 5 | ECG | EVERUS CONSTR GROUP | 198K | $16.9T | 7.6% | NEW |
| 6 | TLN | TALEN ENERGY CORP | 39K | $14.7T | 6.6% | NEW |
| 7 | DAL | DELTA AIR LINES INC DEL | 208K | $14.4T | 6.5% | NEW |
| 8 | VRT | VERTIV HOLDINGS CO | 83K | $13.5T | 6.1% | NEW |
| 9 | CLSK | CLEANSPARK INC | 1.33M | $13.5T | 6.1% | NEW |
| 10 | APLD | APPLIED DIGITAL CORP | 514K | $12.6T | 5.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEARFIELD SIGNAL
AC read
CLEARFIELD CAPITAL MANAGEMENT LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed