Obion Capital Management LP reported 16 holdings worth US$118M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Obion Capital Management LP reported 16 holdings worth US$118M as of Jun 30, 2026. Largest: Hilton Worldwide Holdings Inc., Sonida Senior Living, Inc. and Heico Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$118M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Hilton Worldwide Holdings Inc. | 47,901 | US$15.8M | 13.5% |
| Sonida Senior Living, Inc. | 269K | US$11M | 9.3% |
| Heico Corporation | 39,775 | US$10.3M | 8.7% |
| O'reilly Automotive, Inc. | 91,745 | US$8.45M | 7.2% |
| Autozone, Inc. | 2,497 | US$7.98M | 6.8% |
| Moody's Corporation | 16,843 | US$7.63M | 6.5% |
| Sherwin-williams Company (the) | 21,906 | US$7.54M | 6.4% |
| Ge Aerospace | 18,655 | US$6.97M | 5.9% |
| Union Pacific Corporation | 24,200 | US$6.58M | 5.6% |
| Medline Inc. | 156K | US$6.15M | 5.2% |
| Martin Marietta Materials, Inc. | 9,443 | US$5.45M | 4.6% |
| Vulcan Materials Company (holding Company) | 17,625 | US$5.2M | 4.4% |
| Janus Living, Inc. | 168K | US$4.82M | 4.1% |
| Arthur J. Gallagher & Co. | 0 | US$0 | 0.00% |