Obion Capital Management LP
15 holdingsFiling period: 2026-03-31Current AUM: $108.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | HLT | HILTON WORLDWIDE HLDGS INC | 47.9K | $14.6M | $15.4M | 14.17% | -- | 2026-03-31 |
| 2 | SHW | SHERWIN WILLIAMS CO | 27.5K | $8.8M | $9.4M | 8.66% | +5.9K | 2026-03-31 |
| 3 | SNDA | SONIDA SENIOR LIVING INC | 268.8K | $8.7M | $10.8M | 10.02% | +74.2K | 2026-03-31 |
| 4 | ORLY | OREILLY AUTOMOTIVE INC | 88.1K | $8.1M | $7.9M | 7.27% | -- | 2026-03-31 |
| 5 | AZO | AUTOZONE INC | 2.4K | $8.1M | $7.2M | 6.68% | -- | 2026-03-31 |
| 6 | GE | GE AEROSPACE | 26.2K | $7.4M | $9.4M | 8.70% | +3.2K | 2026-03-31 |
| 7 | MCO | MOODYS CORP | 16.8K | $7.3M | $8.1M | 7.44% | +1.5K | 2026-03-31 |
| 8 | — | AON PLC | 19.1K | $6.2M | $6.2M | 5.69% | +2.9K | 2026-03-31 |
| 9 | VMC | VULCAN MATLS CO | 22.5K | $6.1M | $6.0M | 5.58% | +4.9K | 2026-03-31 |
| 10 | MLM | MARTIN MARIETTA MATLS INC | 9.9K | $5.9M | $5.2M | 4.82% | +565 | 2026-03-31 |
| 11 | — | LINDE PLC | 11.8K | $5.8M | $5.8M | 5.38% | -16,033 | 2026-03-31 |
| 12 | HEI | HEICO CORP NEW | 15.5K | $4.3M | $5.5M | 5.11% | +7.2K | 2026-03-31 |
| 13 | HEI/A | HEICO CORP NEW | 19.3K | $4.1M | $4.1M | 3.77% | +9.3K | 2026-03-31 |
| 14 | AJG | GALLAGHER ARTHUR J & CO | 16.4K | $3.5M | $4.1M | 3.77% | -3,500 | 2026-03-31 |
| 15 | JAN | JANUS LIVING INC | 106.0K | $2.5M | $3.2M | 2.96% | -- | 2026-03-31 |
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