Clearfield Capital Management LP Portfolio Holdings by Sector

Clearfield Capital Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services APLD CIFR 2 stocks	$40,788 23.76% of portfolio	1	1	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR H HLT WH 4 stocks	$35,718 20.81% of portfolio	4	-	4	-	0 Calls 0 Puts
Airlines \| Industrials UAL DAL 2 stocks	$27,660 16.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF 1 stocks	$22,608 13.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$19,873 11.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical NCLH CCL RCL 3 stocks	$12,854 7.49% of portfolio	3	-	3	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC MLM 2 stocks	$6,236 3.63% of portfolio	2	-	2	-	0 Calls 0 Puts
Communication Equipment \| Technology CMTL 1 stocks	$3,859 2.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$2,041 1.19% of portfolio	1	-	1	-	0 Calls 0 Puts

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