13F HOLDINGS REPORT
Candelo Capital Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001845660-25-000008
Total Value
$116.0M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TELEDYNE TECHNOLOGIES INC | TDY | 15,401 | $9.0M | 7.78% |
| 2 | TC ENERGY CORP | TRPRF | 134,195 | $7.3M | 6.29% |
| 3 | UNION PAC CORP | UNP | 24,600 | $5.8M | 5.01% |
| 4 | MODINE MFG CO | 607828100 | 39,053 | $5.6M | 4.79% |
| 5 | QUANTA SVCS INC | 74762E102 | 13,018 | $5.4M | 4.65% |
| 6 | ELEMENT SOLUTIONS INC | ESI | 207,830 | $5.2M | 4.51% |
| 7 | L3HARRIS TECHNOLOGIES INC | LHX | 17,022 | $5.2M | 4.48% |
| 8 | BELDEN INC | BDC | 42,166 | $5.1M | 4.37% |
| 9 | ATI INC | ATI | 60,896 | $5.0M | 4.27% |
| 10 | CURTISS WRIGHT CORP | CW | 8,948 | $4.9M | 4.19% |
| 11 | CORNING INC | GLW | 58,989 | $4.8M | 4.17% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 16,800 | $4.7M | 4.05% |
| 13 | WOODWARD INC | WWD | 17,300 | $4.4M | 3.77% |
| 14 | CARVANA CO | CVNA | 11,375 | $4.3M | 3.70% |
| 15 | VULCAN MATLS CO | 929160109 | 13,350 | $4.1M | 3.54% |
| 16 | FTAI AVIATION LTD | FTAIN | 24,200 | $4.0M | 3.48% |
| 17 | PTC INC | PTC | 19,194 | $3.9M | 3.36% |
| 18 | PRIMORIS SVCS CORP | 74164F103 | 27,970 | $3.8M | 3.31% |
| 19 | TALEN ENERGY CORP | TLN | 8,900 | $3.8M | 3.26% |
| 20 | CONSTELLATION ENERGY CORP | CEG | 10,726 | $3.5M | 3.04% |
| 21 | SHERWIN WILLIAMS CO | SHW | 10,022 | $3.5M | 2.99% |
| 22 | SELECT SECTOR SPDR TR | 81369Y100 | 30,000 | $2.7M | 2.32% |
| 23 | POWELL INDS INC | 739128106 | 8,583 | $2.6M | 2.26% |
| 24 | VERTIV HOLDINGS CO | VRT | 15,500 | $2.3M | 2.02% |
| 25 | RIOT PLATFORMS INC | RIOT | 94,800 | $1.8M | 1.56% |
| 26 | MERCURY SYS INC | MRCY | 15,300 | $1.2M | 1.02% |
| 27 | LENNOX INTL INC | 526107107 | 1,500 | $794,040 | 0.68% |
| 28 | FORD MTR CO | 345370860 | 60,000 | $717,600 | 0.62% |
| 29 | KARMAN HLDGS INC | KRMN | 8,100 | $584,820 | 0.50% |