Obion Capital Management LP
16 holdingsFiling period: 2026-06-30Current AUM: $117.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HLT | Hilton Worldwide Hldgs Inc | 47.9K | $15.8M | $17.7M | 15.16% | -- | 2026-06-30 |
| 2 | SNDA | Sonida Senior Living Inc | 268.8K | $11.0M | $8.8M | 7.53% | -- | 2026-06-30 |
| 3 | ORLY | Oreilly Automotive Inc | 91.7K | $8.4M | $8.2M | 7.05% | +3.6K | 2026-06-30 |
| 4 | AZO | Autozone Inc | 2.5K | $8.0M | $8.0M | 6.86% | +100 | 2026-06-30 |
| 5 | MCO | Moodys Corp | 16.8K | $7.6M | $8.5M | 7.28% | -- | 2026-06-30 |
| 6 | SHW | Sherwin Williams Co | 21.9K | $7.5M | $7.5M | 6.44% | -5,600 | 2026-06-30 |
| 7 | — | Linde PLC | 14.3K | $7.4M | $7.4M | 6.35% | +2.5K | 2026-06-30 |
| 8 | GE | GE Aerospace | 18.7K | $7.0M | $6.0M | 5.15% | -7,515 | 2026-06-30 |
| 9 | UNP | Union Pac Corp | 24.2K | $6.6M | $7.0M | 6.00% | -- | 2026-06-30 |
| 10 | — | Aon PLC | 19.1K | $6.3M | $6.3M | 5.41% | -- | 2026-06-30 |
| 11 | MDLN | Medline Inc | 156.0K | $6.2M | $6.2M | 5.28% | -- | 2026-06-30 |
| 12 | MLM | Martin Marietta Matls Inc | 9.4K | $5.4M | $4.9M | 4.18% | -500 | 2026-06-30 |
| 13 | HEI | Heico Corp New | 15.0K | $5.3M | $5.0M | 4.26% | -540 | 2026-06-30 |
| 14 | VMC | Vulcan Matls Co | 17.6K | $5.2M | $5.0M | 4.26% | -4,879 | 2026-06-30 |
| 15 | HEI/A | Heico Corp New | 19.1K | $4.9M | $4.9M | 4.20% | -259 | 2026-06-30 |
| 16 | JAN | Janus Living Inc | 167.7K | $4.8M | $5.4M | 4.58% | +61.7K | 2026-06-30 |
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