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CANDELO CAPITAL MANAGEMENT LP
CANDELO CAPITAL MANAGEMENT LP
Latest filing: 2026-06-30
CANDELO CAPITAL MANAGEMENT LP runs CANDELO CAPITAL MANAGEMENT LP and currently holds 34 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $162.29M. Their top holdings are TDY, GVA, CTRI, PH, MRCY. The top five represent 24.0% of reported portfolio weight. CANDELO CAPITAL MANAGEMENT LP ranks #136 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CANDELO CAPITAL MANAGEMENT LP initiated 7 new positions. They added to 3 existing positions. They trimmed 14 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
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34 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TDY TELEDYNE TECHNOLOGIES INC | 5.66% | $552.84 | $636.43 | +15.12% | Added +31.76% |
 GVA GRANITE CONSTR INC | 5.24% | $115.78 | $123.74 | +6.88% | Trimmed -0.92% |
 CTRI CENTURI HOLDINGS INC | 4.67% | $27.01 | $21.36 | -20.92% | Added +6.54% |
 PH PARKER-HANNIFIN CORP | 4.39% | $978.12 | $1,002.55 | +2.50% | New Buy |
 MRCY MERCURY SYS INC | 4.08% | $74.06 | $91.36 | +23.36% | Trimmed -10.59% |
 AIT APPLIED INDL TECHNOLOGIES IN | 3.74% | $338.15 | $341.51 | +0.99% | New Buy |
 LIN LINDE PLC | 3.54% | $495.76 | $487.57 | -1.65% | Trimmed -19.21% |
 ATI ATI INC | 3.36% | $87.46 | $206.94 | +136.61% | Trimmed -1.77% |
 KGS KODIAK GAS SVCS INC | 3.30% | $58.32 | $61.49 | +5.44% | Trimmed -44.05% |
 ESI ELEMENT SOLUTIONS INC | 3.28% | $25.17 | $35.33 | +40.37% | Trimmed -12.19% |
Showing 1-10 of 34