Institutions / Cartenna Capital, LP
Cartenna Capital, LP
CIK 1808928 · Institution · as of Dec 31, 2025
Portfolio value
$1.90B
Positions
36
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 36 →
| Company | Value | % of portfolio |
|---|---|---|
| Mcdonald'S Corp | $87.10M | 4.6% |
| Granite Construction Inc | $82.48M | 4.3% |
| Visa Inc | $80.66M | 4.2% |
| SiteOne Landscape Supply, Inc. | $79.10M | 4.2% |
| RBC Bearings Inc | $76.23M | 4.0% |
| Lincoln Electric Holdings Inc | $75.49M | 4.0% |
| Amazon.com Inc | $75.02M | 4.0% |
| NVIDIA Corp | $74.60M | 3.9% |
| 3M Co | $72.05M | 3.8% |
| AMETEK Inc | $71.86M | 3.8% |
| Keysight Technologies, Inc. | $71.12M | 3.7% |
| Capri Holdings Ltd | $69.54M | 3.7% |
| Rocket Companies, Inc. | $65.82M | 3.5% |
| Mastec Inc | $65.21M | 3.4% |
| SPDR Series Trust | $63.97M | 3.4% |
| Parker-Hannifin Corp | $61.53M | 3.2% |
| Watts Water Technologies, Inc. | $60.72M | 3.2% |
| Danaher Corp /De | $60.66M | 3.2% |
| Johnson Controls International plc | $53.89M | 2.8% |
| Golar Lng Ltd | $48.70M | 2.6% |
| Rockwell Automation Inc | $48.63M | 2.6% |
| Moody's Corp | $45.98M | 2.4% |
| Csx Corp | $45.31M | 2.4% |
| United Rentals Inc | $44.51M | 2.3% |
| Vertiv Holdings Co | $40.50M | 2.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.