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 Q2	$32.2M	Buy	810,200 +75,000	+10%	+$2.75M	3.76%	16
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

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ACK Asset Management's CLFD Position: Q2 2026 in Review

ACK Asset Management increased its Clearfield (CLFD) stake by 10% in Q2 2026, buying an estimated $2.75M and bringing the position to 810,200 shares worth $32.2M. The position accounts for 3.76% of the portfolio, ranked #16.

ACK Asset Management first reported a position in CLFD in Q4 2023 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold CLFD as of Q2 2026.

ACK Asset Management held 810,200 shares of Clearfield worth $32.2M as of Q2 2026.
ACK Asset Management bought 75,000 Clearfield shares in Q2 2026, an estimated $2.75M.
Clearfield made up 3.76% of ACK Asset Management's portfolio in Q2 2026, its #16 holding.
ACK Asset Management first reported a position in Clearfield in Q4 2023 and has held it in 11 quarters since.
126 funds tracked by Wall St. Rank held Clearfield as of Q2 2026.

Based on ACK Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.