Investor
Candelo Capital Management LP
CIK 0001845660 · filed 2026-05-15 · SEC filing
13F book
$121.1M
Positions
22
5 new · 9 sold
Largest name
6.1%
Kodiak Gas Svcs Inc
Est. mark
$10.8M
Price effect on 17 names still held. Flow −$21M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Kodiak Gas Svcs Inc | — | 127.6K | $7.44M | 6.1% | — | New |
| Centuri Holdings, Inc. | CTRI | 235.5K | $6.88M | 5.7% | $566.8K | Added$3.26M |
| Linde Plc | LIN | 13.7K | $6.79M | 5.6% | — | New |
| Granite Constr Inc | — | 54.3K | $6.5M | 5.4% | $222.4K | Added$842.5K |
| Teledyne Technologies Inc | TDY | 10.5K | $6.32M | 5.2% | $985.4K | Cut−$419.1K |
| Williams Cos Inc | — | 71.7K | $5.22M | 4.3% | — | New |
| Modine Mfg Co | — | 23.4K | $5.08M | 4.2% | $1.95M | Cut$868.1K |
| Analog Devices Inc | ADI | 15.9K | $5.06M | 4.2% | $746.6K | Cut$531K |
| Applied Matls Inc | — | 12.9K | $4.41M | 3.6% | $1.09M | Cut$1.04M |
| Mercury Sys Inc | — | 60.5K | $4.41M | 3.6% | −$6.05K | Cut−$281K |
| Solaris Energy Infras Inc | — | 77.6K | $4.38M | 3.6% | $817.6K | Cut−$332.8K |
| Element Solutions Inc | ESI | 127.1K | $4.34M | 3.6% | $1.16M | Cut−$883.3K |
| Ats Corporation | — | 151.7K | $4.27M | 3.5% | $15.8K | Added$3.59M |
| Ati Inc | ATI | 28.1K | $4.09M | 3.4% | $864.1K | Cut−$3.18M |
| Quanta Svcs Inc | — | 7.14K | $3.92M | 3.2% | $906.2K | Held |
| Talen Energy Corp | TLN | 11.7K | $3.73M | 3.1% | −$650.6K | Cut−$988K |
| Taiwan Semiconductor Mfg Ltd | — | 10.7K | $3.62M | 3.0% | $364.8K | Cut−$817.3K |
| Woodward, Inc. | WWD | 9.3K | $3.33M | 2.7% | $517.1K | Cut−$344.5K |
| Cheniere Energy, Inc. | LNG | 10.4K | $2.95M | 2.4% | — | New |
| Corning Inc | — | 19.8K | $2.7M | 2.2% | $960.4K | Cut−$1.25M |
| Macom Tech Solutions Hldgs I | — | 10.1K | $2.25M | 1.9% | — | New |
| Curtiss Wright Corp | CW | 2.5K | $1.7M | 1.4% | $324.5K | Cut$4.76K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.