Richard Skow

Clearfield Capital Management Lp

Assets Managed

$187.857M

Holdings

Last Quarter

2026 - Q1

Filed Date

7d ago

Growth Rate

-15.74%(2Q avg: 8.85%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Clearfield Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Clearfield Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 187.857M in assets, with a quarterly growth rate of -15.74% and a 2-quarter average growth rate of 8.85%. The portfolio is managed by Richard Skow, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ECG Everus Construction Group Recent Activity	12.43%	$23.34M 197,700 shares@ $118.06 avg price
USFD Us Foods Holding Corp Recent Activity	11.4%	$21.411M 232,200 shares@ $92.21 avg price
VRT Vertiv Holdings Co-a Recent Activity	11.13%	$20.898M 83,400 shares@ $250.58 avg price
UAL United Airlines Holdings Inc Recent Activity Decreased -4.82%	10.92%	$20.504M 222,700 shares@ $92.07 avg price	Decreased -4.82%
DAL Delta Air Lines Inc Recent Activity Decreased -4.76%	7%	$13.15M 197,800 shares@ $66.48 avg price	Decreased -4.76%
TLN Talen Energy Corp Recent Activity	6.65%	$12.482M 39,100 shares@ $319.23 avg price
APLD Applied Digital Corp Recent Activity	6.51%	$12.211M 514,379 shares@ $23.74 avg price
CLSK Cleanspark Inc Recent Activity Increased 0.47%	6.07%	$11.402M 1.34M shares@ $8.52 avg price	Increased 0.47%
RIOT Riot Platforms Inc Recent Activity Increased 118.49%	5.79%	$10.867M 879,182 shares@ $12.37 avg price	Increased 118.49%
BTDR Bitdeer Technologies Group-a Recent Activity New Position	5.6%	$10.516M 1.216M shares@ $8.65 avg price	New Position

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