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  Name: CLEARFIELD CAPITAL MANAGEMENT LP
  City: NEW YORK
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $117,857,000
  Total Value Change : $3,065,000
  Securities Held Change : -2
   
All Securities Held : 10
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 4
  Unchanged Positions : 0
  Decreased Positions : 4

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Holdings Found : 14     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IFF)1 Year Chart         IFF International Flavors & Fra... 1 - $96.18 $24,929,000 289,900 21.15% -3,842,000 -65,426 0.116    Specialty Chemicals
   (USFD)1 Year Chart         USFD Us Foods Holding Corp. 2 - $52.83 $19,401,000 359,483 16.46% -6,291,000 -206,300 0.145    N/A
   (WSC)1 Year Chart         WSC Willscot Mobile Mini Holdin... 3 - $39.43 $16,055,000 345,265 13.62% 12,766,000 271,365 0.152    N/A
   (RBA)1 Year Chart         RBA Rb Global Ord Shs 4 - $72.68 $14,076,000 184,800 11.94% -65,000 -26,600 0.102    Business Services
   (ASH)1 Year Chart         ASH Ashland Inc 5 New $100.17 $9,887,000 101,539 8.39% 9,887,000 101,539 0.168    Specialty Chemicals
   (GO)1 Year Chart         GO Grocery Outlet Holding Corp. 6 - $21.99 $9,307,000 323,380 7.9% -3,544,000 -153,300 0.306    N/A
   (LESL)1 Year Chart         LESL Leslies, Inc. 7 - $5.72 $7,623,000 1,172,787 6.47% 2,695,000 459,564 0.546    N/A
   (DOCN)1 Year Chart         DOCN Digitalocean Holdings, Inc. 8 - $0.00 $6,825,000 178,765 5.79% 5,957,000 155,100 0.17    N/A
   (RBC)1 Year Chart         RBC Regal Beloit Corp 9 - $149.54 $5,554,000 30,840 4.71% 1,395,000 2,740 0.034    Machine Tools & Acces...
   (EFX)1 Year Chart         EFX Equifax Inc 10 New $231.39 $4,200,000 15,700 3.56% 4,200,000 15,700 0.013    Business Services
   (FYBR)1 Year Chart         FYBR Frontier Communications Corp 12 Closed $26.66 $0 0 0% -2,306,000 -91,000 0    Telecom Services - Do...
   (TRU)1 Year Chart         TRU Transunion 11 Closed $71.92 $0 0 0% -8,403,000 -122,300 0    N/A
   (CTLT)1 Year Chart         CTLT Catalent, Inc. 14 Closed $53.79 $0 0 0% -5,279,000 -117,500 0    N/A
   (HAS)1 Year Chart         HAS Hasbro Inc 13 Closed $59.78 $0 0 0% -4,105,000 -80,400 0    Toys & Games
      14 Records Found
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