CLEARFIELD CAPITAL MANAGEMENT LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $223M in reported equity holdings across 18 positions. The largest holdings are CORZ (17.6%), UAL (11.7%), WYFI (9.3%), USFD (7.8%), ECG (7.6%). The portfolio is concentrated in Other (88.1%), Industrials (11.7%), Consumer Cyclical (0.1%). Data sourced from SEC EDGAR 13F filings (CIK 1643569).