Institutions / Candelo Capital Management LP
Candelo Capital Management LP
CIK 1845660 · Institution · as of Dec 31, 2025
Portfolio value
$109.56M
Positions
26
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 26 →
| Company | Value | % of portfolio |
|---|---|---|
| ATI Inc | $7.28M | 6.6% |
| Teledyne Technologies Inc | $6.74M | 6.2% |
| Union Pacific Corp | $5.75M | 5.2% |
| Granite Construction Inc | $5.66M | 5.2% |
| MKS Inc | $5.61M | 5.1% |
| Element Solutions Inc | $5.22M | 4.8% |
| Danaher Corp /De | $4.85M | 4.4% |
| Talen Energy Corp | $4.72M | 4.3% |
| Solaris Energy Infrastructure, Inc. | $4.72M | 4.3% |
| Mercury Systems Inc | $4.69M | 4.3% |
| Astronics Corp | $4.54M | 4.1% |
| Analog Devices Inc | $4.53M | 4.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $4.44M | 4.0% |
| Belden Inc. | $4.30M | 3.9% |
| Modine Manufacturing Co | $4.21M | 3.8% |
| Sotera Health Co | $4.07M | 3.7% |
| Corning Inc /Ny | $3.95M | 3.6% |
| Woodward Inc | $3.67M | 3.4% |
| Centuri Holdings, Inc. | $3.61M | 3.3% |
| CH Robinson Worldwide Inc | $3.41M | 3.1% |
| Applied Materials Inc /De | $3.37M | 3.1% |
| Quanta Services Inc | $3.01M | 2.7% |
| EchoStar CORP | $2.42M | 2.2% |
| Knight-Swift Transportation Holdings Inc. | $2.42M | 2.2% |
| Curtiss Wright Corp | $1.70M | 1.5% |
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.