CLEARFIELD CAPITAL MANAGEMENT LP — 13F holdings

CLEARFIELD CAPITAL MANAGEMENT LP reported 5 holdings worth $143M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BTDR BITDEER TECHNOLOGIES GROUP — $64.9M (45.5%)
2. WULF TERAWULF INC — $28.8M (20.2%)
3. KEEL KEEL INFRASTRUCTURE CORP — $22.9M (16.1%)
4. APLD APPLIED DIGITAL CORP — $19.2M (13.5%)
5. CLSK CLEANSPARK INC — $6.82M (4.8%)