Stock Taper 
CANDELO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Centuri Holdings, Inc. | CTRI | 250.86K | $7.59M |
 Element Solutions Inc | ESI | 111.61K | $5.33M |
 The Williams Companies, Inc. | WMB | 71.66K | $5.33M |
 Kodiak Gas Services, Inc. | KGS | 71.38K | $5.36M |
 Solaris Energy Infrastructure, Inc. | SEI | 65.96K | $5.31M |
 Mercury Systems, Inc. | MRCY | 54.06K | $6.61M |
 Granite Construction Incorporated | GVA | 53.76K | $8.5M |
 Cipher Mining Inc. | CIFR | 37K | $906.5K |
 TFI International Inc. | TFII | 34.25K | $4.92M |
 The Timken Company | TKR | 31.7K | $4.61M |
 ATI Inc. | ATI | 27.65K | $5.45M |
 AMETEK, Inc. | AME | 21.2K | $5.13M |
 Applied Industrial Technologies, Inc. | AIT | 17.95K | $6.07M |
 Modine Manufacturing Company | MOD | 16.1K | $4.3M |
 Teledyne Technologies Incorporated | TDY | 13.77K | $9.18M |
 Talen Energy Corporation | TLN | 11.7K | $4.5M |
 Woodward, Inc. | WWD | 11.48K | $4.88M |
 Linde plc | LIN | 11.06K | $5.74M |
 Analog Devices, Inc. | ADI | 10.74K | $4.27M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 8.97K | $4.28M |