Candelo Capital Management LP 13F Holdings
CIK 0001845660 · NEW YORK, NY
As of Sep 30, 2025, Candelo Capital Management LP reported 29 positions worth
CIK 0001845660 · NEW YORK, NY
As of Sep 30, 2025, Candelo Capital Management LP reported 29 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 15,401 | $9.0M | 7.78% |
| TC ENERGY CORP | TRP | Energy | 134,195 | $7.3M | 6.29% |
| UNION PACIFIC CORP | UNP | Industrials | 24,600 | $5.8M | 5.01% |
| MODINE MANUFACTURING CO | MOD | Consumer Cyclical | 39,053 | $5.6M | 4.79% |
| QUANTA SERVICES INC | PWR | Industrials | 13,018 | $5.4M | 4.65% |
| ELEMENT SOLUTIONS INC | ESI | Basic Materials | 207,830 | $5.2M | 4.51% |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 17,022 | $5.2M | 4.48% |
| BELDEN INC | BDC | Technology | 42,166 | $5.1M | 4.37% |
| ATI INC | ATI | Industrials | 60,896 | $5.0M | 4.27% |
| CURTISS WRIGHT CORP | CW | Industrials | 8,948 | $4.9M | 4.19% |
| CORNING INC | GLW | Technology | 58,989 | $4.8M | 4.17% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 16,800 | $4.7M | 4.05% |
| WOODWARD INC | WWD | Industrials | 17,300 | $4.4M | 3.77% |
| CARVANA CO | CVNA | Consumer Cyclical | 11,375 | $4.3M | 3.70% |
| VULCAN MATERIALS CO | VMC | Basic Materials | 13,350 | $4.1M | 3.54% |
| FTAI AVIATION LTD | FTAI | Industrials | 24,200 | $4.0M | 3.48% |
| PTC INC | PTC | Technology | 19,194 | $3.9M | 3.36% |
| PRIMORIS SERVICES CORP | PRIM | Industrials | 27,970 | $3.8M | 3.31% |
| TALEN ENERGY CORP | TLN | Utilities | 8,900 | $3.8M | 3.26% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 10,726 | $3.5M | 3.04% |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 10,022 | $3.5M | 2.99% |
| STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF | XLB | — | 30,000 | $2.7M | 2.32% |
| POWELL INDUSTRIES INC | POWL | Industrials | 8,583 | $2.6M | 2.26% |
| VERTIV HOLDINGS CO | VRT | Industrials | 15,500 | $2.3M | 2.02% |
| RIOT PLATFORMS INC | RIOT | Financial Services | 94,800 | .8M | 1.56% |