13F HOLDINGS REPORT
CADEN CAPITAL PARTNERS, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001214659-24-009295
Total Value
$272.4M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 450,522 | $38.7M | 14.22% |
| 2 | CROWN CASTLE INC | CCI | 342,066 | $36.2M | 13.29% |
| 3 | VAIL RESORTS INC | MTN | 158,656 | $35.4M | 12.98% |
| 4 | PG&E CORP | PCG-PX | 2,091,350 | $35.1M | 12.87% |
| 5 | DANAHER CORPORATION | 235851102 | 133,922 | $33.4M | 12.28% |
| 6 | BECTON DICKINSON & CO | BDX | 110,409 | $27.3M | 10.03% |
| 7 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 150,908 | $20.7M | 7.61% |
| 8 | STERIS PLC | STE | 86,943 | $19.5M | 7.18% |
| 9 | HUMANA INC | HUM | 42,493 | $14.7M | 5.41% |
| 10 | GENERAL ELECTRIC CO | 369604301 | 64,100 | $11.3M | 4.13% |