CLEARFIELD CAPITAL MANAGEMENT LP
Q3 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001643569
· CRD 174981
· SEC-registered investment adviser
$37.1M Reported Value Total
CLEARFIELD CAPITAL MANAGEMENT LP reports 4 total accounts under management (AUM). There are 4 discretionary accounts valued at $318,678,947, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
3 funds
· $360.8M gross asset value
Hedge Fund: $360.8M
Source: Form ADV filed 2026-03-26
Reported value
$37.1M
Quarter over quarter
-4.8%
Holdings
3
Top-10 concentration
100.0%
Key People
Form ADV owners & control persons
Philip Joseph Hilal
MANAGING MEMBER
Richard William Skow
CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER
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Q3 2022 13F record
Q3 2022 13F filing summary
| Period of report | September 30, 2022 |
|---|---|
| Filed | November 14, 2022 |
| Form | 13F-HR |
| Reported value | $37.1M |
| Positions | 3 |
| Change in reported value | -49.4% |
| New positions | 0 |
| Exited positions | 1 |
| Position turnover | 25.0% |
| Top-10 concentration | 100.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
5 | $142.6M |
|
Q1 2026 13F
Filed May 15, 2026
|
16 | $187.9M |
|
Q4 2025 13F
Filed Feb 13, 2026
|
18 | $223.0M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
11 | $167.1M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
12 | $129.8M |
|
Q1 2025 13F
Filed May 15, 2025
|
6 | $76.2M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
18 | $178.0M |
|
Q3 2024 13F
Filed Nov 7, 2024
|
5 | $161.0M |
|
Q2 2024 13F
Filed Aug 13, 2024
|
8 | $111.2M |
|
Q1 2024 13F
Filed May 14, 2024
|
10 | $117.9M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
12 | $114.8M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
2 | $100.1M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
9 | $123.2M |
|
Q1 2023 13F
Filed May 12, 2023
|
4 | $64.1M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
5 | $69.0M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
3 | $37.1M |
|
Q2 2022 13F
Filed Aug 12, 2022
|
4 | $73.2M |
|
Q1 2022 13F
Filed May 13, 2022
|
5 | $157.1M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
5 | $187.6M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
6 | $124.4M |
23 earlier quarters on file — choose one from the quarter menu above.
Top 3 holdings · Q3 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | USFD US FOODS HLDG CORP | $17.9M | 48.42% |
| 2 | FYBR FRONTIER COMMUNICATIONS PARE | $10.5M | 28.43% |
| 3 | ADNT ADIENT PLC | $8.6M | 23.14% |
Values as reported on the Q3 2022 Form 13F. Every position is in the holdings table below.