Notify me when CLEARFIELD CAPITAL MANAGEMENT LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 18 | $185,121,317 | +$48,568,837 | -$35,040,191 | +$13,528,646 | UAL, WYFI, USFD, ECG, TLN | 13F-HR | 13 Feb 2026, 16:03 |
| Q3 2025 | 11 | $167,098,526 | +$42,226,128 | -$28,499,837 | +$13,726,291 | UAL, TLN, ECG, USFD, DAL | 13F-HR | 14 Nov 2025, 16:06 |
| Q2 2025 | 12 | $129,832,874 | +$88,152,634 | -$61,735,535 | +$26,417,099 | USFD, VRT, ECG, UAL, CEG | 13F-HR | 14 Aug 2025, 14:56 |
| Q1 2025 | 6 | $76,194,822 | +$17,659,640 | -$104,631,179 | -$86,971,539 | APLD, USFD, IFF, PFGC, ECG | 13F-HR | 15 May 2025, 09:00 |
| Q4 2024 | 18 | $178,042,814 | +$93,456,639 | -$64,342,066 | +$29,114,573 | APLD, IFF, USFD, UAL, MAR | 13F-HR | 14 Feb 2025, 10:54 |
| Q3 2024 | 5 | $161,047,337 | +$63,188,637 | -$27,660,889 | +$35,527,748 | APLD, IFF, USFD, LESL, CMTL | 13F-HR | 07 Nov 2024, 11:03 |
| Q2 2024 | 8 | $111,167,535 | +$51,077,904 | -$51,870,288 | -$792,384 | APLD, IFF, USFD, LESL, ASH | 13F-HR | 13 Aug 2024, 10:23 |
| Q1 2024 | 10 | $117,857,278 | +$36,107,747 | -$43,291,761 | -$7,184,014 | IFF, USFD, WSC, RBA, ASH | 13F-HR | 14 May 2024, 12:07 |
| Q4 2023 | 12 | $114,793,015 | +$76,249,516 | -$61,025,439 | +$15,224,077 | IFF, USFD, RBA, GO, TRU | 13F-HR | 14 Feb 2024, 11:53 |
| Q3 2023 | 2 | $100,106,678 | +$54,041,756 | -$61,277,441 | -$7,235,685 | GO, USFD | 13F-HR | 14 Nov 2023, 09:23 |
| Q2 2023 | 9 | $110,908,580 | +$79,055,583 | -$36,694,819 | +$42,360,764 | GO, USFD, CTLT, FERG, ASH | 13F-HR | 14 Aug 2023, 16:54 |
| Q1 2023 | 4 | $64,137,866 | +$6,237,789 | -$9,912,391 | -$3,674,602 | USFD, FYBR, FERG, FIS | 13F-HR | 12 May 2023, 11:04 |
| Q4 2022 | 5 | $69,022,330 | +$36,345,080 | -$10,442,052 | +$25,903,028 | USFD, FERG, FIS, FYBR, BFAM | 13F-HR | 14 Feb 2023, 15:12 |
| Q3 2022 | 3 | $37,053,000 | +$9,349,088 | -$42,664,452 | -$33,315,364 | USFD, FYBR, ADNT | 13F-HR | 14 Nov 2022, 13:41 |
| Q2 2022 | 4 | $73,159,000 | +$9,971,000 | -$77,861,063 | -$67,890,063 | FYBR, ADNT, DIN, USFD | 13F-HR | 12 Aug 2022, 09:40 |
| Q1 2022 | 5 | $157,136,000 | +$25,431,329 | -$11,349,000 | +$14,082,329 | EPAY, FYBR, ADNT, SABR, DIN | 13F-HR | 13 May 2022, 11:38 |
| Q4 2021 | 5 | $149,458,000 | +$85,679,695 | -$34,269,000 | +$51,410,695 | EPAY, FYBR, ADNT, DIN, BLMN | 13F-HR | 14 Feb 2022, 14:35 |
| Q3 2021 | 6 | $90,548,000 | +$5,396,310 | -$96,505,368 | -$91,109,058 | WSC, ADNT, FYBR, ACIW, EPAY | 13F-HR | 12 Nov 2021, 17:53 |
| Q2 2021 | 7 | $180,565,000 | +$106,779,000 | -$188,943,084 | -$82,164,084 | EPAY, ADNT, WSC, FTCHF, ACIW | 13F-HR | 12 Aug 2021, 15:50 |
| Q1 2021 | 9 | $262,558,000 | +$69,500,543 | -$50,379,045 | +$19,121,498 | IFF, EXPE, ADNT, WSC, ACIW | 13F-HR | 13 May 2021, 11:59 |
| Q4 2020 | 9 | $201,774,000 | +$97,500,000 | -$127,401,147 | -$29,901,147 | IFF, EXPE, LKQ, ACIW, USFD | 13F-HR | 11 Feb 2021, 10:16 |
| Q3 2020 | 13 | $191,150,000 | +$122,072,000 | -$134,565,978 | -$12,493,978 | LKQ, EXPE, PPD, CCXX, ACIW | 13F-HR | 13 Nov 2020, 13:35 |
| Q2 2020 | 9 | $185,308,000 | +$127,196,564 | -$105,716,308 | +$21,480,256 | PPD, LKQ, WEN, ELAN, SHAK | 13F-HR | 13 Aug 2020, 16:39 |
| Q1 2020 | 9 | $147,652,000 | +$100,843,195 | -$156,935,000 | -$56,091,805 | A, FIS, LKQ, IAA, QSR | 13F-HR | 14 May 2020, 11:59 |
| Q4 2019 | 12 | $226,722,000 | +$131,260,570 | -$74,229,554 | +$57,031,016 | NSP, LKQ, SQ, A, GDDY | 13F-HR | 12 Feb 2020, 10:11 |
| Q3 2019 | 8 | $161,824,000 | +$78,394,973 | -$105,894,743 | -$27,499,770 | LHX, LKQ, FWONK, EFX, GDDY | 13F-HR | 13 Nov 2019, 10:32 |
| Q2 2019 | 11 | $188,604,000 | +$75,160,607 | -$170,364,115 | -$95,203,508 | ELAN, AXTA, EFX, IAA, VG | 13F-HR | 13 Aug 2019, 10:11 |
| Q1 2019 | 13 | $277,126,000 | +$195,157,000 | -$151,597,196 | +$43,559,804 | ELAN, CAG, EFX, MSI, TDG | 13F-HR | 15 May 2019, 09:53 |
| Q4 2018 | 10 | $203,859,000 | +$103,038,688 | -$218,861,678 | -$115,822,990 | TDG, MSI, GDDY, TRI, SHW | 13F-HR | 14 Feb 2019, 11:39 |
| Q3 2018 | 13 | $334,265,000 | +$126,259,537 | -$187,564,991 | -$61,305,454 | NOC, TDG, ARMK, GDDY, APTV | 13F-HR | 14 Nov 2018, 11:18 |
| Q2 2018 | 21 | $388,737,000 | +$107,537,929 | -$110,346,733 | -$2,808,804 | SHW, NOC, USFD, GDDY, LPLA | 13F-HR | 13 Aug 2018, 19:33 |
| Q1 2018 | 15 | $378,924,000 | +$105,941,107 | -$231,148,593 | -$125,207,486 | NOC, TDG, SHW, USFD, BIO | 13F-HR | 15 May 2018, 17:13 |
| Q4 2017 | 18 | $486,250,000 | +$249,645,699 | -$212,124,000 | +$37,521,699 | SHW, NOC, RSG, USFD, AZO | 13F-HR | 14 Feb 2018, 10:45 |
| Q3 2017 | 19 | $421,185,000 | +$212,577,497 | -$250,760,733 | -$38,183,236 | TDG, SHW, BIO, SUM, UHS | 13F-HR | 14 Nov 2017, 10:00 |
| Q2 2017 | 16 | $473,539,000 | +$233,658,006 | -$124,554,993 | +$109,103,013 | TDG, WCN, BIO, UHS, COT | 13F-HR | 14 Aug 2017, 10:58 |
| Q1 2017 | 14 | $368,258,000 | +$132,404,429 | -$201,869,859 | -$69,465,430 | WCN, TDG, TAP, THS, CHTR | 13F-HR | 12 May 2017, 16:15 |
| Q4 2016 | 12 | $433,021,000 | +$106,215,884 | -$104,221,529 | +$1,994,355 | BALL, SHW, TDG, WCN, AAP | 13F-HR | 14 Feb 2017, 15:07 |
| Q3 2016 | 12 | $440,765,000 | +$119,686,903 | -$29,365,278 | +$90,321,625 | BALL, TDG, AAP, APD, PF | 13F-HR | 14 Nov 2016, 10:05 |
| Q2 2016 | 10 | $329,540,000 | +$144,677,091 | -$81,800,000 | +$62,877,091 | TDG, AAP, BALL, APD, CHTR | 13F-HR | 12 Aug 2016, 12:01 |
| Q1 2016 | 10 | $272,882,000 | +$54,048,047 | -$45,498,169 | +$8,549,878 | BALL, APD, TDG, SABR, AAP | 13F-HR | 16 May 2016, 14:20 |
| Q4 2015 | 11 | $262,979,000 | $0 | $0 | $0 | TDG, APD, BALL, SABR, SSNC | 13F-HR | 16 Feb 2016, 09:12 |