ACK Asset Management’s Clearfield CLFD Stock Holding History

ACK Asset Management’s Portfolio CLFD Stock Details CLFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.5M	Buy	735,200 +110,000	+18%	+$3.35M	2.43%	20
2025 Q4	$18.2M	Hold	625,200	–	–	2.29%	20
2025 Q3	$21.5M	Hold	625,200	–	–	2.69%	17
2025 Q2	$27.1M	Sell	625,200 -62,000	-9%	-$2.13M	3.56%	16
2025 Q1	$20.4M	Sell	687,200 -32,800	-5%	-$1.1M	3.35%	12
2024 Q4	$22.3M	Buy	720,000 +25,000	+4%	+$840K	2.99%	14
2024 Q3	$27.1M	Hold	695,000	–	–	3.35%	13
2024 Q2	$26.8M	Buy	695,000 +30,000	+5%	+$1.04M	3.31%	13
2024 Q1	$20.5M	Buy	665,000 +217,100	+48%	+$6.22M	2.39%	15
2023 Q4	$13M	Buy	+447,900	New	+$11.9M	1.57%	20

Other funds holding CLFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ACK Asset Management's CLFD Position: Q1 2026 in Review

ACK Asset Management increased its Clearfield (CLFD) stake by 18% in Q1 2026, buying an estimated $3.35M and bringing the position to 735,200 shares worth $19.5M. The position accounts for 2.43% of the portfolio, ranked #20.

ACK Asset Management first reported a position in CLFD in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.1M in Q2 2025. 126 funds tracked by Wall St. Rank hold CLFD as of Q1 2026.

ACK Asset Management held 735,200 shares of Clearfield worth $19.5M as of Q1 2026.
ACK Asset Management bought 110,000 Clearfield shares in Q1 2026, an estimated $3.35M.
Clearfield made up 2.43% of ACK Asset Management's portfolio in Q1 2026, its #20 holding.
ACK Asset Management first reported a position in Clearfield in Q4 2023 and has held it in 10 quarters since.
ACK Asset Management's Clearfield position peaked at $27.1M in Q2 2025.
126 funds tracked by Wall St. Rank held Clearfield as of Q1 2026.

Based on ACK Asset Management's 13F filing for Q1 2026, filed 15 May 2026.