account_balance
Investment manager · 13F filer · SEC CIK 2011555
Obion Capital Management LP
Reported value$118Mas of Jun 30, 2026
Positions16 2 new, 1 sold out
Top 10 weight72.9%HLT alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HLTHilton Worldwide Holdings Inc.
13.5%
SNDASonida Senior Living, Inc.
9.3%
ORLYO'Reilly Automotive Inc
7.2%Added +4%
AZOAutoZone Inc
6.8%Added +4%
MCOMoody's Corp
6.5%
SHWSherwin Williams Co
6.4%Trimmed −20%
LINLinde PLC
6.3%Added +22%
GEGeneral Electric Co
5.9%Trimmed −29%
UNPUnion Pacific Corp
5.6%New
AONAon PLC
5.4%
MDLNMedline Inc.
5.2%New
MLMMartin Marietta Materials Inc
4.6%Trimmed −5%
HLTHilton Worldwide Holdings Inc.
13.5%
SNDASonida Senior Living, Inc.
9.3%
ORLYO'Reilly Automotive Inc
7.2%+4%
AZOAutoZone Inc
6.8%+4%
MCOMoody's Corp
6.5%
SHWSherwin Williams Co
6.4%
LINLinde PLC
6.3%
GEGeneral Electric Co
5.9%
UNPUnion Pacific Corp
5.6%
AON5.4%MDLN5.2%MLM4.6%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
HLT Hilton Worldwide Holdings Inc. 13.5% HeldSNDA Sonida Senior Living, Inc. 9.3% HeldORLY O'Reilly Automotive Inc 7.2% Added +4%AZO AutoZone Inc 6.8% Added +4%MCO Moody's Corp 6.5% HeldSHW Sherwin Williams Co 6.4% Trimmed −20%LIN Linde PLC 6.3% Added +22%GE General Electric Co 5.9% Trimmed −29%UNP Union Pacific Corp 5.6% NewAON Aon PLC 5.4% HeldMDLN Medline Inc. 5.2% NewMLM Martin Marietta Materials Inc 4.6% Trimmed −5%
What changed
Biggest moves since Mar 31, 2026
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