Cartenna Capital, LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
MCDONALD'S CORP	—	$87.10M	285,000	4.6%
GRANITE CONSTRUCTION INC	—	$82.48M	715,000	4.3%
Visa Inc	—	$80.66M	230,000	4.2%
SiteOne Landscape Supply, Inc.	—	$79.10M	635,000	4.2%
RBC Bearings Inc	—	$76.23M	170,000	4.0%
LINCOLN ELECTRIC HOLDINGS INC	—	$75.49M	315,000	4.0%
Amazon.com Inc	—	$75.02M	325,000	4.0%
NVIDIA Corp	—	$74.60M	400,000	3.9%
3M CO	—	$72.05M	450,000	3.8%
AMETEK Inc	—	$71.86M	350,000	3.8%
Keysight Technologies, Inc.	—	$71.12M	350,000	3.7%
Capri Holdings Ltd	—	$69.54M	2,850,000	3.7%
Rocket Companies, Inc.	—	$65.82M	3,400,000	3.5%
MASTEC INC	—	$65.21M	300,000	3.4%
SPDR SERIES TRUST	—	$63.97M	750,000	3.4%
Parker-Hannifin Corp	—	$61.53M	70,000	3.2%
WATTS WATER TECHNOLOGIES, INC.	—	$60.72M	220,000	3.2%
DANAHER CORP /DE	—	$60.66M	265,000	3.2%
Johnson Controls International plc	—	$53.89M	450,000	2.8%
GOLAR LNG LTD	—	$48.70M	1,308,683	2.6%
Rockwell Automation Inc	—	$48.63M	125,000	2.6%
Moody's Corp	—	$45.98M	90,000	2.4%
CSX CORP	—	$45.31M	1,250,000	2.4%
United Rentals Inc	—	$44.51M	55,000	2.3%
Vertiv Holdings Co	—	$40.50M	250,000	2.1%
CORNING INC /NY	—	$39.40M	450,000	2.1%
Five Below Inc	—	$35.79M	190,000	1.9%
SHARKNINJA INC	—	$34.69M	310,000	1.8%
DYCOM INDUSTRIES INC	—	$33.79M	100,000	1.8%
ATI Inc	—	$29.84M	260,000	1.6%
Dynatrace, Inc.	—	$26.00M	600,000	1.4%
CUMMINS INC	—	$25.52M	50,000	1.3%
SPDR S&P 500 ETF TR	—	$20.46M	30,000	1.1%
ISHARES INC	—	$15.40M	300,000	0.8%
Texas Roadhouse, Inc.	—	$10.79M	65,000	0.6%
STEEL DYNAMICS INC	—	$6.78M	40,000	0.4%