CANDELO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ESI | 208K | $5.23M |
 | TRP | 134K | $7.30M |
 | RIOT | 95K | $1.80M |
 | ATI | 61K | $4.95M |
 | GLW | 59K | $4.84M |
 | BDC | 42K | $5.07M |
 | MOD | 39K | $5.55M |
 | PRIM | 28K | $3.84M |
 | UNP | 25K | $5.81M |
 | FTAI | 24K | $4.04M |
 | PTC | 19K | $3.90M |
 | WWD | 17K | $4.37M |
 | LHX | 17K | $5.20M |
 | TSM | 17K | $4.69M |
 | VRT | 16K | $2.34M |
 | TDY | 15K | $9.03M |
 | MRCY | 15K | $1.18M |
 | VMC | 13K | $4.11M |
 | PWR | 13K | $5.39M |
 | CVNA | 11K | $4.29M |
Element Solutions Inc
ESI
Shares Held
208K
Value
$5.23M
TC Energy Corporation
TRP
Shares Held
134K
Value
$7.30M
Riot Platforms, Inc.
RIOT
Shares Held
95K
Value
$1.80M
ATI Inc.
ATI
Shares Held
61K
Value
$4.95M
Corning Incorporated
GLW
Shares Held
59K
Value
$4.84M
Belden Inc.
BDC
Shares Held
42K
Value
$5.07M
Modine Manufacturing Company
MOD
Shares Held
39K
Value
$5.55M
Primoris Services Corporation
PRIM
Shares Held
28K
Value
$3.84M
Union Pacific Corporation
UNP
Shares Held
25K
Value
$5.81M
FTAI Aviation Ltd.
FTAI
Shares Held
24K
Value
$4.04M
PTC Inc.
PTC
Shares Held
19K
Value
$3.90M
Woodward, Inc.
WWD
Shares Held
17K
Value
$4.37M
L3Harris Technologies, Inc.
LHX
Shares Held
17K
Value
$5.20M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
17K
Value
$4.69M
Vertiv Holdings Co
VRT
Shares Held
16K
Value
$2.34M
Teledyne Technologies Incorporated
TDY
Shares Held
15K
Value
$9.03M
Mercury Systems, Inc.
MRCY
Shares Held
15K
Value
$1.18M
Vulcan Materials Company
VMC
Shares Held
13K
Value
$4.11M
Quanta Services, Inc.
PWR
Shares Held
13K
Value
$5.39M
Carvana Co.
CVNA
Shares Held
11K
Value
$4.29M