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Size ($ in 1000's)
At 12/31/2023: $114,792 At 09/30/2023: $100,107
Clearfield Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clearfield Capital Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Clearfield Capital Management LP top holdings by largest position size, as per the latest 13f filing made by Clearfield Capital Management LP.
In the Clearfield Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Clearfield Capital Management LP in that top holding, then the share count change between reporting periods, and finally the Clearfield Capital Management LP top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
INTERNATIONAL FLAVORS&FRAGRA |
355,326 |
+355,326 |
$28,771 | IFF | 355,326 | +355,326 | $28,771 | US FOODS HLDG CORP |
565,783 |
-158,621 |
$25,692 | USFD | 565,783 | -158,621 | $25,692 | RB GLOBAL INC |
211,400 |
+211,400 |
$14,141 | RBA | 211,400 | +211,400 | $14,141 | GROCERY OUTLET HLDG CORP |
476,680 |
-1,996,382 |
$12,851 | GO | 476,680 | -1,996,382 | $12,851 | TRANSUNION |
122,300 |
+122,300 |
$8,403 | TRU | 122,300 | +122,300 | $8,403 | CATALENT INC |
117,500 |
+117,500 |
$5,279 | CTLT | 117,500 | +117,500 | $5,279 | LESLIES INC |
713,223 |
+713,223 |
$4,928 | LESL | 713,223 | +713,223 | $4,928 | REGAL REXNORD CORPORATION |
28,100 |
+28,100 |
$4,159 | RRX | 28,100 | +28,100 | $4,159 | HASBRO INC |
80,400 |
+80,400 |
$4,105 | HAS | 80,400 | +80,400 | $4,105 | WILLSCOT MOBIL MINI HLDNG CO |
73,900 |
+73,900 |
$3,289 | WSC | 73,900 | +73,900 | $3,289 | FRONTIER COMMUNICATIONS PARE |
91,000 |
+91,000 |
$2,306 | FYBR | 91,000 | +91,000 | $2,306 |
See Full List: All Stocks Held By Clearfield Capital Management LP
— Including: Biggest new positions Biggest exits Biggest increased positions
See Details: Top 10 Stocks Held By Clearfield Capital Management LP
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