Candelo Capital Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Candelo Capital Management LP held in its portfolio 27 assets valued at $112,081,934 (i.e. $112.08M).

The most valuable assets in the portfolio included: ATI INC ($7.28M), TELEDYNE TECHNOLOGIES INC ($6.74M), and UNION PAC CORP ($5.75M).

The chart below shows the top 10 valuable assets, and the table below shows the top 27 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Candelo Capital Management LP Portfolio

ATI INC

TELEDYNE TECHNOLOGIES INC

UNION PAC CORP

GRANITE CONSTR INC

MKS INC.

ELEMENT SOLUTIONS INC

DANAHER CORPORATION

TALEN ENERGY CORP

SOLARIS ENERGY INFRAS INC

MERCURY SYS INC

Candelo Capital Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ATI INC	63396	7275325	COM
TELEDYNE TECHNOLOGIES INC	13202	6742657	COM
UNION PAC CORP	24850	5748302	COM
GRANITE CONSTR INC	49088	5662301	COM
MKS INC.	35107	5610099	COM
ELEMENT SOLUTIONS INC	209000	5222910	COM
DANAHER CORPORATION	21200	4853104	COM
TALEN ENERGY CORP	12600	4722984	COM
SOLARIS ENERGY INFRAS INC	102600	4716522	COM CL A
MERCURY SYS INC	64226	4689140	COM
ASTRONICS CORP	83642	4536742	COM
ANALOG DEVICES INC	16700	4529040	COM
TAIWAN SEMICONDUCTOR MFG LTD	14600	4436794	SPONSORED ADS
BELDEN INC	36871	4297315	COM
MODINE MFG CO	31511	4207034	COM
SOTERA HEALTH CO	230801	4071330	COM
CORNING INC	45089	3947993	COM
WOODWARD INC	12150	3673188	COM
CENTURI HOLDINGS INC	143133	3614108	COM SHS
C H ROBINSON WORLDWIDE INC	21201	3408273	COM NEW
APPLIED MATLS INC	13100	3366569	COM
QUANTA SVCS INC	7138	3012664	COM
VANECK ETF TRUST	7000	2520910	SEMICONDUCTR ETF
ECHOSTAR CORP	22300	2424010	CL A
KNIGHT-SWIFT TRANSN HLDGS IN	46194	2415022	CL A
CURTISS WRIGHT CORP	3079	1697360	COM
ATS CORP	24700	680238	COM