Candelo Capital Management LP: 13F holdings
CIK 18456602026Q2
| Positions | 30 |
|---|---|
| Reported value | $162.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TDY TELEDYNE TECHNOLOGIES INC | 13,772 | $9.2m | 5.7% |
| GVA GRANITE CONSTR INC | 53,762 | $8.5m | 5.2% |
| CENTURI HOLDINGS INC | 250,861 | $7.6m | 4.7% |
| PH PARKER-HANNIFIN CORP | 7,280 | $7.1m | 4.4% |
| MRCY MERCURY SYS INC | 54,060 | $6.6m | 4.1% |
| AIT APPLIED INDL TECHNOLOGIES IN | 17,952 | $6.1m | 3.7% |
| LINDE PLC | 11,060 | $5.7m | 3.5% |
| ATI ATI INC | 27,649 | $5.4m | 3.4% |
| KGS KODIAK GAS SVCS INC | 71,378 | $5.4m | 3.3% |
| ESI ELEMENT SOLUTIONS INC | 111,612 | $5.3m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845660")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.