CANDELO CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CTRI | 235K | $6.88M |
 | ATS | 152K | $4.27M |
 | KGS | 128K | $7.44M |
 | ESI | 127K | $4.34M |
 | SEI | 78K | $4.38M |
 | WMB | 72K | $5.22M |
 | MRCY | 60K | $4.41M |
 | GVA | 54K | $6.50M |
 | ATI | 28K | $4.09M |
 | MOD | 23K | $5.08M |
 | GLW | 20K | $2.70M |
 | ADI | 16K | $5.06M |
 | LIN | 14K | $6.79M |
 | AMAT | 13K | $4.41M |
 | TLN | 12K | $3.73M |
 | TSM | 11K | $3.62M |
 | TDY | 10K | $6.32M |
 | LNG | 10K | $2.95M |
 | MTSI | 10K | $2.25M |
 | WWD | 9K | $3.33M |
Centuri Holdings, Inc.
CTRI
Shares Held
235K
Value
$6.88M
ATS Corporation
ATS
Shares Held
152K
Value
$4.27M
Kodiak Gas Services, Inc.
KGS
Shares Held
128K
Value
$7.44M
Element Solutions Inc
ESI
Shares Held
127K
Value
$4.34M
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
78K
Value
$4.38M
The Williams Companies, Inc.
WMB
Shares Held
72K
Value
$5.22M
Mercury Systems, Inc.
MRCY
Shares Held
60K
Value
$4.41M
Granite Construction Incorporated
GVA
Shares Held
54K
Value
$6.50M
ATI Inc.
ATI
Shares Held
28K
Value
$4.09M
Modine Manufacturing Company
MOD
Shares Held
23K
Value
$5.08M
Corning Inc
GLW
Shares Held
20K
Value
$2.70M
Analog Devices, Inc.
ADI
Shares Held
16K
Value
$5.06M
Linde plc
LIN
Shares Held
14K
Value
$6.79M
Applied Materials, Inc.
AMAT
Shares Held
13K
Value
$4.41M
Talen Energy Corporation
TLN
Shares Held
12K
Value
$3.73M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
11K
Value
$3.62M
Teledyne Technologies Incorporated
TDY
Shares Held
10K
Value
$6.32M
Cheniere Energy, Inc.
LNG
Shares Held
10K
Value
$2.95M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
10K
Value
$2.25M
Woodward, Inc.
WWD
Shares Held
9K
Value
$3.33M