Candelo Capital Management LP
Candelo Capital Management LP reported 34 holdings worth US$162M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Candelo Capital Management LP reported 34 holdings worth US$162M as of Jun 30, 2026. Largest: Teledyne Technologies Incorporated, Granite Construction Incorporated and Centuri Holdings, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$162M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Teledyne Technologies Incorporated | 13,772 | US$9.18M | 5.7% |
| Granite Construction Incorporated | 53,762 | US$8.5M | 5.2% |
| Centuri Holdings, Inc. | 251K | US$7.59M | 4.7% |
| Parker-hannifin Corporation | 7,280 | US$7.12M | 4.4% |
| Mercury Systems Inc | 54,060 | US$6.61M | 4.1% |
| Applied Industrial Technologies, Inc. | 17,952 | US$6.07M | 3.7% |
| Ati Inc. | 27,649 | US$5.45M | 3.4% |
| Kodiak Gas Services, Inc. | 71,378 | US$5.36M | 3.3% |
| Element Solutions Inc. | 112K | US$5.33M | 3.3% |
| Williams Companies, Inc. (the) | 71,661 | US$5.33M | 3.3% |
| Solaris Energy Infrastructure, Inc. | 65,964 | US$5.31M | 3.3% |
| Ametek, Inc. | 21,196 | US$5.13M | 3.2% |
| Tfi International Inc. | 34,253 | US$4.92M | 3.0% |
| Woodward, Inc. | 11,480 | US$4.88M | 3.0% |
| Ats Corporation | 165K | US$4.76M | 2.9% |
| Timken Company (the) | 31,705 | US$4.61M | 2.8% |
| Talen Energy Corporation | 11,700 | US$4.5M | 2.8% |
| Modine Manufacturing Company | 16,100 | US$4.3M | 2.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 8,966 | US$4.28M | 2.6% |
| Analog Devices, Inc. | 10,745 | US$4.27M | 2.6% |
| Thermo Fisher Scientific Inc | 8,440 | US$4.23M | 2.6% |
| Applied Materials, Inc. | 4,800 | US$3.47M | 2.1% |
| Quanta Services, Inc. | 4,488 | US$3.23M | 2.0% |
| Macom Technology Solutions Holdings, Inc. | 7,970 | US$3.03M | 1.9% |
| Corning Incorporated | 8,139 | US$2.08M | 1.3% |
| Cipher Digital Inc. | 37,000 | US$907K | 0.56% |
| Cheniere Energy, Inc. | 0 | US$0 | 0.00% |
| Curtiss-wright Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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