Holdings
Candelo Capital Management LP
As of Jun 30, 2026, Candelo Capital Management LP reported 26 positions worth US$130M. Largest: Teledyne Technologies Incorporated, Granite Construction Incorporated and Centuri Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Teledyne Technologies Incorporated | 13,772 | US$9.18M | +3,320 | Jun 30, 2026 |
| Granite Construction Incorporated | 53,762 | US$8.5M | −499 | Jun 30, 2026 |
| Centuri Holdings, Inc. | 251K | US$7.59M | +15,408 | Jun 30, 2026 |
| Parker-hannifin Corporation | 7,280 | US$7.12M | new | Jun 30, 2026 |
| Mercury Systems Inc | 54,060 | US$6.61M | −6,400 | Jun 30, 2026 |
| Applied Industrial Technologies, Inc. | 17,952 | US$6.07M | new | Jun 30, 2026 |
| Ati Inc. | 27,649 | US$5.45M | −497 | Jun 30, 2026 |
| Kodiak Gas Services, Inc. | 71,378 | US$5.36M | −56,193 | Jun 30, 2026 |
| Element Solutions Inc. | 112K | US$5.33M | −15,500 | Jun 30, 2026 |
| Williams Companies, Inc. (the) | 71,661 | US$5.33M | no change | Jun 30, 2026 |