Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
INTERNATIONAL FLAVORS&FRAGRA | 355,326 | +355,326 | $28,771 |
IFF | 355,326 | +355,326 | $28,771 |
US FOODS HLDG CORP | 565,783 | -158,621 | $25,692 |
USFD | 565,783 | -158,621 | $25,692 |
RB GLOBAL INC | 211,400 | +211,400 | $14,141 |
RBA | 211,400 | +211,400 | $14,141 |
GROCERY OUTLET HLDG CORP | 476,680 | -1,996,382 | $12,851 |
GO | 476,680 | -1,996,382 | $12,851 |
TRANSUNION | 122,300 | +122,300 | $8,403 |
TRU | 122,300 | +122,300 | $8,403 |
CATALENT INC | 117,500 | +117,500 | $5,279 |
CTLT | 117,500 | +117,500 | $5,279 |
LESLIES INC | 713,223 | +713,223 | $4,928 |
LESL | 713,223 | +713,223 | $4,928 |
REGAL REXNORD CORPORATION | 28,100 | +28,100 | $4,159 |
RRX | 28,100 | +28,100 | $4,159 |
HASBRO INC | 80,400 | +80,400 | $4,105 |
HAS | 80,400 | +80,400 | $4,105 |
WILLSCOT MOBIL MINI HLDNG CO | 73,900 | +73,900 | $3,289 |
WSC | 73,900 | +73,900 | $3,289 |
FRONTIER COMMUNICATIONS PARE | 91,000 | +91,000 | $2,306 |
FYBR | 91,000 | +91,000 | $2,306 |
See Full List: All Stocks Held By Clearfield Capital Management LP
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
See Details: Top 10 Stocks Held By Clearfield Capital Management LP
Size ($ in 1000's)
At 12/31/2023: $114,792 At 09/30/2023: $100,107 Clearfield Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Clearfield Capital Management LP 13F filings. Link to 13F filings: SEC filings |