Investor
Cander Asset Management LP
CIK 0002082399 · filed 2026-05-15 · SEC filing
13F book
$557.1M
Positions
43
15 new · 15 sold
Largest name
6.4%
Visa Inc. · V
Est. mark
−$44.1M
Price effect on 28 names still held. Flow $60.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Visa Inc. | V | 118.2K | $35.7M | 6.4% | −$3.19M | Added$12.7M |
| Capital One Finl Corp | — | 193.6K | $35.3M | 6.3% | −$4.67M | Added$16.4M |
| Lpl Finl Hldgs Inc | — | 95.3K | $28.7M | 5.1% | −$3.41M | Added$7.05M |
| Welltower Inc. | WELL | 129.7K | $25.6M | 4.6% | $963.3K | Added$10.9M |
| Valley Natl Bancorp | — | 1.99M | $24.5M | 4.4% | $778.3K | Added$9.31M |
| MSCI Inc. | MSCI | 44.6K | $24M | 4.3% | −$1.33M | Added$2.02M |
| Voya Financial Inc | — | 280.2K | $19.1M | 3.4% | −$1.52M | Added$811.4K |
| BlackRock, Inc. | BLK | 19.7K | $18.9M | 3.4% | −$2.14M | Cut−$5.1M |
| Prologis Inc. | — | 141.1K | $18.7M | 3.3% | $172.6K | Added$13.8M |
| Radian Group Inc | RDN | 558.7K | $18.5M | 3.3% | −$1.18M | Added$3.87M |
| American Intl Group Inc | — | 244.3K | $18.4M | 3.3% | — | New |
| First Horizon Corporation | — | 738.6K | $16.8M | 3.0% | — | New |
| Blue Owl Capital Inc | — | 1.74M | $15.9M | 2.8% | −$5.5M | Added$1.73M |
| Intuit Inc. | INTU | 35.5K | $15.4M | 2.8% | −$5.9M | Added−$1.63M |
| Us Bancorp Del | — | 283.6K | $14.8M | 2.6% | −$382.9K | Cut−$443.1K |
| Lincoln Natl Corp Ind | — | 392.9K | $13.9M | 2.5% | — | New |
| Toast, Inc. | TOST | 516.1K | $13.7M | 2.5% | −$3.46M | Added$49K |
| Iron Mtn Inc Del | — | 133.3K | $13.6M | 2.4% | $2.56M | Cut−$3.21M |
| American Healthcare REIT, Inc. | AHR | 286.6K | $13.5M | 2.4% | $28.7K | Cut−$4.67M |
| S&P Global Inc. | SPGI | 31.5K | $13.4M | 2.4% | −$3.06M | Cut−$11.4M |
| Kkr & Co Inc | — | 141.7K | $13.1M | 2.4% | −$635.7K | Added$10.8M |
| Lendingclub Corp | HAPN | 871.8K | $12.5M | 2.2% | −$3.18M | Added−$533K |
| Jones Lang Lasalle Inc | JLL | 36.4K | $11.1M | 2.0% | — | New |
| Bank America Corp | — | 223.2K | $10.9M | 2.0% | −$1.4M | Cut−$10.1M |
| Evercore Inc. | EVR | 35.6K | $10.6M | 1.9% | — | New |
| Agree Rlty Corp | — | 139.8K | $10.5M | 1.9% | $468.3K | Cut−$5.21M |
| Marriott Intl Inc New | — | 26.2K | $8.58M | 1.5% | — | New |
| First Indl Rlty Tr Inc | — | 147.9K | $8.56M | 1.5% | $29.3K | Added$5.66M |
| Piper Sandler Companies | PIPR | 106.8K | $8.18M | 1.5% | — | New |
| Marqeta, Inc. | MQ | 1.97M | $8.06M | 1.4% | −$651.7K | Added$3.44M |
| Mastercard Inc | MA | 14.2K | $7.1M | 1.3% | — | New |
| Corebridge Finl Inc | — | 256.4K | $6.12M | 1.1% | — | New |
| Brixmor Ppty Group Inc | — | 210.5K | $6.06M | 1.1% | — | New |
| Rocket Cos Inc | — | 390K | $5.56M | 1.0% | −$579.9K | Added$3.36M |
| Fair Isaac Corp | FICO | 4.84K | $5.16M | 0.9% | −$3.01M | Cut−$10.5M |
| UDR, Inc. | UDR | 133.9K | $4.52M | 0.8% | — | New |
| Robinhood Mkts Inc | — | 62.5K | $4.33M | 0.8% | — | New |
| BXP, Inc. | BXP | 67K | $3.48M | 0.6% | −$1.04M | Cut−$8.21M |
| Dave Inc | — | 18.9K | $3.3M | 0.6% | — | New |
| Diamondrock Hospitality Co | DRH | 343.9K | $3.22M | 0.6% | $141K | Cut−$1.29M |
| Extra Space Storage Inc. | EXR | 23K | $3.01M | 0.5% | — | New |
| Klarna Group Plc | KLAR | 191.7K | $2.51M | 0.4% | −$3.03M | Cut−$13.4M |
| Shift4 Pmts Inc | — | 52.8K | $2.31M | 0.4% | — | New |
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.