Clearfield Capital Management LP - Q12026 Holdings

Clearfield Capital Management LP holds 16 stocks with a total portfolio value of $ 187.86M as of Q12026. In Q12026, Clearfield Capital Management LP added 1 new position, increased stakes in 3 stocks, reduced 5 holdings, and fully exited 3 positions. The largest holding is Everus Constr Group (ECG), representing 12.42% of the total portfolio.