StockDriftsStockDriftsTop 16 Clearfield Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ECG | EVERUS CONSTR GROUP | 12.8% | 197.7K | $23.3M | +0.00%(+0) | $52.83(+196.67%) | 2026-03-31 | |
| USFD | US FOODS HLDG CORP | 11.75% | 232.2K | $21.4M | +0.00%(+0) | $38.98(+111.32%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 11.46% | 83.4K | $20.9M | +0.00%(+0) | $101.33(+266.07%) | 2026-03-31 | |
| UAL | UNITED AIRLS HLDGS INC | 11.25% | 222.7K | $20.5M | -4.83%(-11.30K) | $84.00(+10.54%) | 2026-03-31 | |
| DAL | DELTA AIR LINES INC | 7.21% | 197.8K | $13.1M | -4.77%(-9.90K) | $52.72(+33.21%) | 2026-03-31 | |
| TLN | TALEN ENERGY CORP | 6.85% | 39.1K | $12.5M | +0.00%(+0) | $273.18(+22.35%) | 2026-03-31 | |
| APLD | APPLIED DIGITAL CORP | 6.7% | 514.4K | $12.2M | +0.00%(+0) | $6.37(+568.38%) | 2026-03-31 | |
| CLSK | CLEANSPARK INC | 6.25% | 1.34M | $11.4M | +0.46%(+6.20K) | $12.30(+6.62%) | 2026-03-31 | |
| RIOT | RIOT PLATFORMS INC | 5.96% | 879.2K | $10.9M | +118.48%(+476.78K) | $14.04(+67.29%) | 2026-03-31 | |
| BTDR | BITDEER TECHNOLOGIES GROUP | 5.77% | 1.22M | $10.5M | new | $10.99(+21.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.67% | +31.90% |
| Top 20 Holdings Unweighted | +1.02% | +3.08% |
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