CLEARFIELD CAPITAL MANAGEMENT LP: 13F holdings
CIK 16435692026Q2
| Positions | 5 |
|---|
| Reported value | $142.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 5 (-11 vs prior quarter) |
|---|
| Reported value | $142.6m (-24.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BITDEER TECHNOLOGIES GROUP | 4,089,074 | $64.9m | 45.5% |
| WULF TERAWULF INC | 1,164,000 | $28.8m | 20.2% |
| KEEL KEEL INFRASTRUCTURE CORP | 3,994,857 | $22.9m | 16.1% |
| APLD APPLIED DIGITAL CORP | 514,379 | $19.2m | 13.5% |
| CLSK CLEANSPARK INC | 468,455 | $6.8m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1643569")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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