Clearfield Capital Management LP
Clearfield Capital Management LP reported 5 US-listed holdings worth $142.6 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Bitdeer Technologies Group (45.5%), Terawulf Inc. (20.2%) and Keel Infrastructure Corp. Com SHS (16.1%). Against the quarter before, it opened 1 position, added to 2, trimmed 1 and sold out of 12.
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +75.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Keel Infrastructure Corp. Com SHS KEEL$22.9 million
Added to 2
- Bitdeer Technologies Group BTDR+2.9 million shares · +236%
- Terawulf Inc. WULF+664,000 shares · +133%
Trimmed 1
- Cleanspark Inc. CLSK-871,343 shares · -65%
Sold out of 12
- Everus Construction Group, Inc. ECG$23.3 million last quarter
- US Foods Holding Corp. USFD$21.4 million last quarter
- Vertiv Holdings Co. VRT$20.9 million last quarter
- United Airlines Holdings, Inc. UAL$20.5 million last quarter
- Delta Air Lines, Inc. DAL$13.1 million last quarter
- Talen Energy Corp. TLN$12.5 million last quarter
- Riot Platforms, Inc. RIOT$10.9 million last quarter
- Vistra Corp. VST$7.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Bitdeer Technologies Group BTDR | 4.1M | $64.9 million | 45.51% | +2.9M |
| Terawulf Inc. WULF | 1.2M | $28.8 million | 20.17% | +664.0K |
| Keel Infrastructure Corp. Com SHS KEEL | 4.0M | $22.9 million | 16.08% | new |
| Applied Digital Corp. APLD | 514.4K | $19.2 million | 13.46% | no change |
| Cleanspark Inc. CLSK | 468.5K | $6.8 million | 4.78% | -871.3K |