# EDGAR Filing Document

**Accession Number:** 0001643569
**File Stem:** 0001085146-25-005636
**Filing Date:** 2025-8
**Character Count:** 7532
**Document Hash:** 46787c824eda2efde3bae9f56058f7c3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-005636.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001085146-25-005636

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CLEARFIELD CAPITAL MANAGEMENT LP
- **CENTRAL INDEX KEY:** 0001643569

**ORGANIZATION NAME:**
- **EIN:** 472018562

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-17268
- **FILM NUMBER:** 251277936

**BUSINESS ADDRESS:**
- **STREET 1:** 430 PARK AVENUE, 11TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 212-468-5400

**MAIL ADDRESS:**
- **STREET 1:** 430 PARK AVENUE, 11TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001643569

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** CLEARFIELD CAPITAL MANAGEMENT LP

**Address:** 430 PARK AVENUE, 11TH FLOOR, NEW YORK, NY 10022

**Telephone number:** 212-468-5400

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-17268

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 549300ANF75MSKGRNH81

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                         |     CUSIP | MEETING DATE   | VOTE DESCRIPTION                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED    |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|---:|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| APPLIED DIGITAL CORPORATION            | 038169207 | 11/20/2024     | Approve, on an advisory basis, the executive compensation of the Company's named executive officers as described in the proxy statement.    | SECTION 14A SAY-ON-PAY VOTES |       10561864 |                0 | FOR          |                                 10561864 | FOR                         |  |
| COMTECH TELECOMMUNICATIONS CORP.       | 205826209 | 01/13/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                        | SECTION 14A SAY-ON-PAY VOTES |        1461778 |                0 | FOR          |                                  1461778 | FOR                         |  |
| AIR PRODUCTS AND CHEMICALS, INC.       | 009158106 | 01/23/2025     | Advisory Vote Approving the Compensation of the Company's Executive Officers.                                                               | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | DID NOT VOTE |                                        0 | NONE                        |  |
| AIR PRODUCTS AND CHEMICALS, INC.       | 009158106 | 01/23/2025     | An advisory vote to approve the compensation of the Company's named executive officers.                                                     | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | DID NOT VOTE |                                        0 | NONE                        |  |
| CARNIVAL CORPORATION                   | 143658300 | 04/16/2025     | To hold a (non-binding) advisory vote to approve executive compensation.                                                                    | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | DID NOT VOTE |                                        0 | NONE                        |  |
| INTERNATIONAL FLAVORS  FRAGRANCES INC. | 459506101 | 05/01/2025     | Approve, on an advisory basis, the compensation of our named executive officers in 2024.                                                    | SECTION 14A SAY-ON-PAY VOTES |         198996 |                0 | FOR          |                                   198996 | FOR                         |  |
| MARTIN MARIETTA MATERIALS, INC.        | 573284106 | 05/15/2025     | Approval, by a non-binding advisory vote, of the compensation of Martin Marietta Materials, Inc.'s named executive officers.                | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 | DID NOT VOTE |                                        0 | NONE                        |  |
| EVERUS CONSTRUCTION GROUP, INC.        | 300426103 | 05/20/2025     | Advisory Vote to Approve the Frequency of Future Advisory Votes to Approve the Compensation Paid to the Company's Named Executive Officers. | SECTION 14A SAY-ON-PAY VOTES |         198200 |                0 | ONE YEAR     |                                   198200 | FOR                         |  |
| EVERUS CONSTRUCTION GROUP, INC.        | 300426103 | 05/20/2025     | Advisory Vote to Approve the Compensation Paid to the Company's Named Executive Officers.                                                   | SECTION 14A SAY-ON-PAY VOTES |         198200 |                0 | FOR          |                                   198200 | FOR                         |  |
| UNITED AIRLINES HOLDINGS, INC.         | 910047109 | 05/21/2025     | A vote to approve, on a nonbinding advisory basis, the compensation of our named executive officers.                                        | SECTION 14A SAY-ON-PAY VOTES |          99300 |                0 | FOR          |                                    99300 | FOR                         |  |
| US FOODS HOLDING CORP.                 | 912008109 | 05/22/2025     | Advisory approval of the compensation paid to our named executive officers, as disclosed in the Proxy Statement.                            | SECTION 14A SAY-ON-PAY VOTES |         308495 |                0 | FOR          |                                   308495 | FOR                         |  |
| DELTA AIR LINES, INC.                  | 247361702 | 06/19/2025     | To approve, on an advisory basis, the compensation of Delta's named executive officers.                                                     | SECTION 14A SAY-ON-PAY VOTES |          58700 |                0 | FOR          |                                    58700 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** CLEARFIELD CAPITAL MANAGEMENT LP

**By (Signature):** Susan Kassel

**By (Printed Signature):** Susan Kassel

**By (Title):** CFO

**Date:** 08/29/2025