Clearfield Capital Management
Clearfield Capital Management reported 5 stocks worth $143M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BTDR (45.5%), WULF (20.2%) and KEEL (16.1%). Compared with Q1 2026, the fund opened new positions in KEEL, added to BTDR and WULF, trimmed CLSK and sold out of ECG, USFD and VRT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BTDR Bitdeer Technologies Group | $64.9M | 45.5% | 4.1M | +2.9M (+236%) | 3 of 8 | |
| 2 |  WULF Terawulf Inc | $28.8M | 20.2% | 1.2M | +664K (+133%) | 3 of 8 | |
| 3 |  KEEL Keel Infrastructure Corp Com Shs | $22.9M | 16.1% | 4M | New position | 1 of 8 | |
| 4 |  APLD Applied Digital Corp | $19.2M | 13.5% | 514K | No change | 8 of 8 | |
| 5 |  CLSK Cleanspark Inc | $6.8M | 4.8% | 468K | −871K (−65%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ECG Everus Constr Group | $23.3M | 198K |
 USFD US Foods Hldg Corp | $21.4M | 232K |
 VRT Vertiv Holdings Co | $20.9M | 83K |
 UAL United Airlines Hldg | $20.5M | 223K |
 DAL Delta Air Lines Inc Del | $13.1M | 198K |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clearfield Capital Management 13F FAQ
What does Clearfield Capital Management own?
Clearfield Capital Management reported 5 stocks worth $143M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BTDR (45.5%), WULF (20.2%) and KEEL (16.1%). The table above lists every position in the filing (the top 10 without an account).
What did Clearfield Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 2 added to, 1 trimmed and 12 sold out. New positions include KEEL. It sold all of ECG, USFD and VRT.
When will Clearfield Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Clearfield Capital Management's portfolio worth?
The Q2 2026 filing reports $143M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.