CANDELO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 231K | $4.07M |
 | ESI | 209K | $5.22M |
 | CTRI | 143K | $3.61M |
 | SEI | 103K | $4.72M |
 | ATRO | 84K | $4.54M |
 | MRCY | 64K | $4.69M |
 | ATI | 63K | $7.28M |
 | GVA | 49K | $5.66M |
 | KNX | 46K | $2.42M |
 | GLW | 45K | $3.95M |
 | BDC | 37K | $4.30M |
 | MKSI | 35K | $5.61M |
 | MOD | 32K | $4.21M |
 | UNP | 25K | $5.75M |
 | ATS | 25K | $680.24K |
 | SATS | 22K | $2.42M |
 | CHRW | 21K | $3.41M |
 | DHR | 21K | $4.85M |
 | ADI | 17K | $4.53M |
 | TSM | 15K | $4.44M |
Sotera Health Company
SHC
Shares Held
231K
Value
$4.07M
Element Solutions Inc
ESI
Shares Held
209K
Value
$5.22M
Centuri Holdings, Inc.
CTRI
Shares Held
143K
Value
$3.61M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
103K
Value
$4.72M
Astronics Corporation
ATRO
Shares Held
84K
Value
$4.54M
Mercury Systems, Inc.
MRCY
Shares Held
64K
Value
$4.69M
ATI Inc.
ATI
Shares Held
63K
Value
$7.28M
Granite Construction Incorporated
GVA
Shares Held
49K
Value
$5.66M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
46K
Value
$2.42M
Corning Incorporated
GLW
Shares Held
45K
Value
$3.95M
Belden Inc.
BDC
Shares Held
37K
Value
$4.30M
MKS Inc.
MKSI
Shares Held
35K
Value
$5.61M
Modine Manufacturing Company
MOD
Shares Held
32K
Value
$4.21M
Union Pacific Corporation
UNP
Shares Held
25K
Value
$5.75M
ATS Corporation
ATS
Shares Held
25K
Value
$680.24K
EchoStar Corporation
SATS
Shares Held
22K
Value
$2.42M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
21K
Value
$3.41M
Danaher Corporation
DHR
Shares Held
21K
Value
$4.85M
Analog Devices, Inc.
ADI
Shares Held
17K
Value
$4.53M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
15K
Value
$4.44M