account_balance
Investment manager · 13F filer · SEC CIK 1845660
Candelo Capital Management LP
Reported value$136Mas of Jun 30, 2026
Positions27 7 new, 2 sold out
Top 10 weight49.2%TDY alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TDYTeledyne Technologies Inc
6.7%Added +32%
GVAGranite Construction Inc
6.2%
CTRICenturi Holdings, Inc.
5.6%Added +7%
PHParker-Hannifin Corp
5.2%New
MRCYMercury Systems Inc
4.9%Trimmed −11%
AITApplied Industrial Technologies Inc
4.5%New
LINLinde PLC
4.2%Trimmed −19%
ATIATI Inc
4.0%
KGSKodiak Gas Services, Inc.
3.9%Trimmed −44%
ESIElement Solutions Inc
3.9%Trimmed −12%
WMBWilliams Companies, Inc.
3.9%
SEISolaris Energy Infrastructure, Inc.
3.9%
TDYTeledyne Technologies Inc
6.7%+32%
GVAGranite Construction Inc
6.2%
CTRICenturi Holdings, Inc.
5.6%
PHParker-Hannifin Corp
5.2%New
MRCYMercury Systems Inc
4.9%−11%
AITApplied Industrial Technologies Inc
4.5%New
LINLinde PLC
4.2%
ATIATI Inc
4.0%
KGSKodiak Gas Services, Inc.
3.9%
ESIElement Solutions Inc
3.9%
WMBWilliams Companies, Inc.
3.9%
SEISolaris Energy Infrastructure, Inc.
3.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TDY Teledyne Technologies Inc 6.7% Added +32%GVA Granite Construction Inc 6.2% HeldCTRI Centuri Holdings, Inc. 5.6% Added +7%PH Parker-Hannifin Corp 5.2% NewMRCY Mercury Systems Inc 4.9% Trimmed −11%AIT Applied Industrial Technologies Inc 4.5% NewLIN Linde PLC 4.2% Trimmed −19%ATI ATI Inc 4.0% HeldKGS Kodiak Gas Services, Inc. 3.9% Trimmed −44%ESI Element Solutions Inc 3.9% Trimmed −12%WMB Williams Companies, Inc. 3.9% HeldSEI Solaris Energy Infrastructure, Inc. 3.9% Trimmed −15%
What changed
Biggest moves since Mar 31, 2026
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