13F HOLDINGS REPORT
CADEN CAPITAL PARTNERS, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001214659-24-014670
Total Value
$276.5M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CROWN CASTLE INC | CCI | 388,718 | $38.0M | 13.73% |
| 2 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 323,596 | $30.8M | 11.14% |
| 3 | VAIL RESORTS INC | MTN | 156,383 | $28.2M | 10.19% |
| 4 | LIVE NATION ENTERTAINMENT IN | LYV | 289,591 | $27.1M | 9.82% |
| 5 | PG&E CORP | PCG-PX | 1,514,334 | $26.4M | 9.56% |
| 6 | DANAHER CORPORATION | 235851102 | 104,501 | $26.1M | 9.44% |
| 7 | STERIS PLC | STE | 113,639 | $24.9M | 9.02% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 47,451 | $24.2M | 8.74% |
| 9 | BECTON DICKINSON & CO | BDX | 84,241 | $19.7M | 7.12% |
| 10 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 126,913 | $17.4M | 6.28% |
| 11 | HUMANA INC | HUM | 36,680 | $13.7M | 4.96% |