Holdings
Obion Capital Management LP
As of Jun 30, 2026, Obion Capital Management LP reported 13 positions worth US$104M. Largest: Hilton Worldwide Holdings Inc., Sonida Senior Living, Inc. and Heico Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Hilton Worldwide Holdings Inc. | 47,901 | US$15.8M | no change | Jun 30, 2026 |
| Sonida Senior Living, Inc. | 269K | US$11M | no change | Jun 30, 2026 |
| Heico Corporation | 39,775 | US$10.3M | +270 | Jun 30, 2026 |
| O'reilly Automotive, Inc. | 91,745 | US$8.45M | +3,600 | Jun 30, 2026 |
| Autozone, Inc. | 2,497 | US$7.98M | +100 | Jun 30, 2026 |
| Moody's Corporation | 16,843 | US$7.63M | no change | Jun 30, 2026 |
| Sherwin-williams Company (the) | 21,906 | US$7.54M | −5,600 | Jun 30, 2026 |
| Ge Aerospace | 18,655 | US$6.97M | −7,515 | Jun 30, 2026 |
| Union Pacific Corporation | 24,200 | US$6.58M | new | Jun 30, 2026 |
| Medline Inc. | 156K | US$6.15M | new | Jun 30, 2026 |