CLEARFIELD CAPITAL MANAGEMENT LP Quant / Systematic

Location: New York, NY

CIK: 0001643569 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $143M (100.0% shares, 0.0% debt)

Holdings (5)

BTDR BITDEER TECHNOLOGIES GROUP 45.5%

Value $64.89M Shares 4,089,074 Est. Cost — Unrealized —

WULF TERAWULF INC 20.2%

Value $28.75M Shares 1,164,000 Est. Cost — Unrealized —

KEEL KEEL INFRASTRUCTURE CORP 16.1%

Value $22.93M Shares 3,994,857 Est. Cost — Unrealized —

APLD APPLIED DIGITAL CORP 13.5%

Value $19.19M Shares 514,379 Est. Cost — Unrealized —

CLSK CLEANSPARK INC 4.8%

Value $6.816M Shares 468,455 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BTDR	BITDEER TECHNOLOGIES GROUP	4,089,074	$64.89M	45.5%	—	—	CL A ORD SHS	G11448100
WULF	TERAWULF INC	1,164,000	$28.75M	20.2%	—	—	COM	88080T104
KEEL	KEEL INFRASTRUCTURE CORP	3,994,857	$22.93M	16.1%	—	—	COM SHS	486917107
APLD	APPLIED DIGITAL CORP	514,379	$19.19M	13.5%	—	—	COM NEW	038169207
CLSK	CLEANSPARK INC	468,455	$6.816M	4.8%	—	—	COM NEW	18452B209