Clearfield Capital Management’s Leslie's LESL Stock Holding History

Clearfield Capital Management’s Portfolio LESL Stock Details LESL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Sell	191,426 -149	-0.1%	-$192	0.11%	17
2025 Q4	$316K	Buy	191,575 +160,703	+521%	+$521K	0.14%	19
2025 Q3	$170K	Buy	+30,872	New	+$227K	0.1%	11
2024 Q4	–	Sell	-141,496	Closed	-$8.94M	–	19
2024 Q3	$8.94M	Sell	141,496 -93,374	-40%	-$5.76M	5.55%	4
2024 Q2	$19.7M	Buy	234,870 +176,231	+301%	+$17.1M	17.7%	4
2024 Q1	$7.62M	Buy	58,639 +22,978	+64%	+$3.29M	6.47%	7
2023 Q4	$4.93M	Buy	+35,661	New	+$3.92M	4.29%	7

Other funds holding LESL

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

LVIA

Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

PLU

Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Clearfield Capital Management's LESL Position: Q1 2026 in Review

Clearfield Capital Management reduced its Leslie's (LESL) stake by 0.08% in Q1 2026, selling an estimated $192 and leaving 191,426 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #17.

Clearfield Capital Management first reported a position in LESL in Q4 2023 and has held it in 7 quarters since. The position peaked at $19.7M in Q2 2024. 43 funds tracked by Wall St. Rank hold LESL as of Q1 2026.

Clearfield Capital Management held 191,426 shares of Leslie's worth $214K as of Q1 2026.
Clearfield Capital Management sold 149 Leslie's shares in Q1 2026, an estimated $192.
Leslie's made up 0.11% of Clearfield Capital Management's portfolio in Q1 2026, its #17 holding.
Clearfield Capital Management first reported a position in Leslie's in Q4 2023 and has held it in 7 quarters since.
Clearfield Capital Management's Leslie's position peaked at $19.7M in Q2 2024.
43 funds tracked by Wall St. Rank held Leslie's as of Q1 2026.

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