Candelo Capital Management LP

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    27

  • Value ($000)

    $112,082

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001845660
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ATD

ATI INC

COM
$7.28M
7 %

63,396

TDY

TELEDYNE TECHNOLOGIES INC

COM
$6.74M
6 %

13,202

UNP

UNION PAC CORP

COM
$5.75M
5 %

24,850

---

GRANITE CONSTR INC

COM
$5.66M
5 %

49,088

MKSI

MKS INC.

COM
$5.61M
5 %

35,107

ESI

ELEMENT SOLUTIONS INC

COM
$5.22M
5 %

209,000

DHR

DANAHER CORPORATION

COM
$4.85M
4 %

21,200

TLN

TALEN ENERGY CORP

COM
$4.72M
4 %

12,600

SEI

SOLARIS ENERGY INFRAS INC

COM CL A
$4.72M
4 %

102,600

MRCY

MERCURY SYS INC

COM
$4.69M
4 %

64,226

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