CLEARFIELD CAPITAL MANAGEMENT LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $188M in reported equity holdings across 16 positions. The largest holdings are ECG (12.4%), USFD (11.4%), VRT (11.1%), UAL (10.9%), DELL (7.0%). The portfolio is concentrated in Other (89.0%), Industrials (10.9%), Consumer Cyclical (0.1%). Data sourced from SEC EDGAR 13F filings (CIK 1643569).