Candelo Capital Management LP
29 holdingsFiling period: 2026-03-31Current AUM: $133.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | 20.0K | $7.7M | $10.8M | 8.10% | +13.0K | 2026-03-31 |
| 2 | KGS | KODIAK GAS SVCS INC | 127.6K | $7.4M | $7.5M | 5.61% | -- | 2026-03-31 |
| 3 | CTRI | CENTURI HOLDINGS INC | 235.5K | $6.9M | $6.6M | 4.91% | +92.3K | 2026-03-31 |
| 4 | — | LINDE PLC | 13.7K | $6.8M | $6.8M | 5.09% | -- | 2026-03-31 |
| 5 | GVA | GRANITE CONSTR INC | 54.3K | $6.5M | $6.6M | 4.92% | +5.2K | 2026-03-31 |
| 6 | TDY | TELEDYNE TECHNOLOGIES INC | 10.5K | $6.3M | $6.9M | 5.13% | -2,750 | 2026-03-31 |
| 7 | IWM | ISHARES TR | 25.0K | $6.2M | $7.3M | 5.46% | -- | 2026-03-31 |
| 8 | WWD | WOODWARD INC | 15.3K | $5.5M | $5.5M | 4.14% | +3.1K | 2026-03-31 |
| 9 | WMB | WILLIAMS COS INC | 71.7K | $5.2M | $5.1M | 3.84% | -- | 2026-03-31 |
| 10 | ATI | ATI INC | 35.1K | $5.1M | $6.6M | 4.94% | -28,250 | 2026-03-31 |
| 11 | MOD | MODINE MFG CO | 23.4K | $5.1M | $4.7M | 3.53% | -8,092 | 2026-03-31 |
| 12 | ADI | ANALOG DEVICES INC | 15.9K | $5.1M | $5.8M | 4.38% | -795 | 2026-03-31 |
| 13 | AMAT | APPLIED MATLS INC | 12.9K | $4.4M | $6.5M | 4.91% | -200 | 2026-03-31 |
| 14 | MRCY | MERCURY SYS INC | 60.5K | $4.4M | $5.9M | 4.40% | -3,766 | 2026-03-31 |
| 15 | SEI | SOLARIS ENERGY INFRAS INC | 77.6K | $4.4M | $4.0M | 2.99% | -25,026 | 2026-03-31 |
| 16 | ESI | ELEMENT SOLUTIONS INC | 127.1K | $4.3M | $4.7M | 3.50% | -81,888 | 2026-03-31 |
| 17 | ATS | ATS CORP | 151.7K | $4.3M | $4.1M | 3.09% | +127.0K | 2026-03-31 |
| 18 | PWR | QUANTA SVCS INC | 7.1K | $3.9M | $4.8M | 3.57% | -- | 2026-03-31 |
| 19 | TLN | TALEN ENERGY CORP | 11.7K | $3.7M | $3.9M | 2.93% | -900 | 2026-03-31 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.7K | $3.6M | $4.3M | 3.24% | -3,890 | 2026-03-31 |
| 21 | LNG | CHENIERE ENERGY INC | 10.4K | $3.0M | $2.7M | 2.05% | -- | 2026-03-31 |
| 22 | GLW | CORNING INC | 19.8K | $2.7M | $2.7M | 2.06% | -25,250 | 2026-03-31 |
| 23 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 10.1K | $2.2M | $2.5M | 1.91% | -- | 2026-03-31 |
| 24 | CW | CURTISS WRIGHT CORP | 2.5K | $1.7M | $1.8M | 1.36% | -580 | 2026-03-31 |
| 25 | GE | GE AEROSPACE | 5.0K | $1.4M | $1.8M | 1.35% | -- | 2026-03-31 |
← Scroll →
Page 1 of 2