Clearfield Capital Management as of March 31, 2024
Portfolio Holdings for Clearfield Capital Management
Clearfield Capital Management holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Flavors & Fragrances (IFF) | 21.2 | $25M | 290k | 85.99 | |
| Us Foods Hldg Corp call (USFD) | 16.5 | $19M | 360k | 53.97 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 13.6 | $16M | 345k | 46.50 | |
| Rb Global (RBA) | 11.9 | $14M | 185k | 76.17 | |
| Ashland (ASH) | 8.4 | $9.9M | 102k | 97.37 | |
| Grocery Outlet Hldg Corp (GO) | 7.9 | $9.3M | 323k | 28.78 | |
| Leslies (LESL) | 6.5 | $7.6M | 1.2M | 6.50 | |
| Digitalocean Hldgs (DOCN) | 5.8 | $6.8M | 179k | 38.18 | |
| Regal-beloit Corporation (RRX) | 4.7 | $5.6M | 31k | 180.10 | |
| Equifax (EFX) | 3.6 | $4.2M | 16k | 267.52 |
