CLEARFIELD CAPITAL MANAGEMENT LP
données du 30/09/2025
Capitalisation
$ 167.099 M
28.70 %
Performance
$ 256.118 M
159.79 %
| Date | Symbol | Nom | Poids | Capitalisation | Nombre d'action | 1er ajout | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | UAL | UNITED AIRLS HLDGS INC | 21.35% | 35.676 M $ | 369700 | 2024/12/31 | 2.310 M $ | 21.19 % |
| 2025/09/30 | TLN | TALEN ENERGY CORP | 11.58% | 19.355 M $ | 45500 | 2025/06/30 | 4.563 M $ | 46.29 % |
| 2025/09/30 | ECG | EVERUS CONSTR GROUP | 11.58% | 19.345 M $ | 225600 | 2025/03/31 | 4.681 M $ | 34.98 % |
| 2025/09/30 | USFD | US FOODS HLDG CORP | 11.56% | 19.324 M $ | 252200 | 2022/06/30 | -120.313 K $ | -0.51 % |
| 2025/09/30 | DAL | DELTA AIR LINES INC DEL | 10.07% | 16.826 M $ | 296500 | 2024/12/31 | 1.492 M $ | 15.39 % |
| 2025/09/30 | VRT | VERTIV HOLDINGS CO | 9.19% | 15.358 M $ | 101800 | 2025/06/30 | 2.966 M $ | 17.48 % |
| 2025/09/30 | APLD | APPLIED DIGITAL CORP | 7.54% | 12.605 M $ | 549479 | 2024/06/30 | 7.325 M $ | 127.81 % |
| 2025/09/30 | VST | VISTRA CORP | 6.92% | 11.559 M $ | 59000 | 2025/06/30 | 114.150 K $ | 1.09 % |
| 2025/09/30 | CEG | CONSTELLATION ENERGY CORP | 6.05% | 10.102 M $ | 30700 | 2025/06/30 | 208.230 K $ | 1.96 % |
| 2025/09/30 | WYFI | WHITEFIBER INC | 4.06% | 6.778 M $ | 249482 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LESL | LESLIES INC | 0.10% | 169.796 K $ | 30872 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VSTS | VESTIS CORPORATION | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ZOOMINFO TECHNOLOGIES INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | ALK | ALASKA AIR GROUP INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |