Clearfield Capital Management LP - Q42025 Holdings

Clearfield Capital Management LP holds 18 stocks with a total portfolio value of $ 222.97M as of Q42025. In Q42025, Clearfield Capital Management LP added 7 new positions, increased stakes in 2 stocks, reduced 9 holdings, and fully exited 0 positions. The largest holding is Core Scientific Inc New (CORZ), representing 17.61% of the total portfolio.