Holdings Channel
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

Clearfield Capital Management LP Top Holdings
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.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
INTERNATIONAL FLAVORS&FRAGRA 355,326 +355,326 $28,771
     IFF355,326+355,326$28,771
US FOODS HLDG CORP 565,783 -158,621 $25,692
     USFD565,783-158,621$25,692
RB GLOBAL INC 211,400 +211,400 $14,141
     RBA211,400+211,400$14,141
GROCERY OUTLET HLDG CORP 476,680 -1,996,382 $12,851
     GO476,680-1,996,382$12,851
TRANSUNION 122,300 +122,300 $8,403
     TRU122,300+122,300$8,403
CATALENT INC 117,500 +117,500 $5,279
     CTLT117,500+117,500$5,279
LESLIES INC 713,223 +713,223 $4,928
     LESL713,223+713,223$4,928
REGAL REXNORD CORPORATION 28,100 +28,100 $4,159
     RRX28,100+28,100$4,159
HASBRO INC 80,400 +80,400 $4,105
     HAS80,400+80,400$4,105
WILLSCOT MOBIL MINI HLDNG CO 73,900 +73,900 $3,289
     WSC73,900+73,900$3,289
FRONTIER COMMUNICATIONS PARE 91,000 +91,000 $2,306
     FYBR91,000+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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