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Obion Capital Management LP

Q4 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    15

  • Value ($000)

    $103,979

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0002011555
  • 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
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HLT

HILTON WORLDWIDE HLDGS INC

COM
43300A203
$13.76M
13 %

47,901

L
LIN

LINDE PLC

SHS
G54950103
$11.85M
11 %

27,792

A
AZO

AUTOZONE INC

COM
053332102
$8.13M
8 %

2,397

O
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$8.04M
8 %

88,145

M
MCO

MOODYS CORP

COM
615369105
$7.84M
8 %

15,343

G
GE

GE AEROSPACE

COM NEW
369604301
$7.08M
7 %

22,980

S
SHW

SHERWIN WILLIAMS CO

COM
824348106
$7M
7 %

21,606

U
UNP

UNION PAC CORP

COM
907818108
$6.99M
7 %

30,211

S
SNDA

SONIDA SENIOR LIVING INC

COM
140475203
$6.34M
6 %

194,571

M
MLM

MARTIN MARIETTA MATLS INC

COM
573284106
$5.84M
6 %

9,378

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