13F HOLDINGS REPORT
Candelo Capital Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001845660-26-000002
Total Value
$112.1M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ATI INC | ATI | 63,396 | $7.3M | 6.49% |
| 2 | TELEDYNE TECHNOLOGIES INC | TDY | 13,202 | $6.7M | 6.02% |
| 3 | UNION PAC CORP | UNP | 24,850 | $5.7M | 5.13% |
| 4 | GRANITE CONSTR INC | GVA | 49,088 | $5.7M | 5.05% |
| 5 | MKS INC. | MKSI | 35,107 | $5.6M | 5.01% |
| 6 | ELEMENT SOLUTIONS INC | ESI | 209,000 | $5.2M | 4.66% |
| 7 | DANAHER CORPORATION | 235851102 | 21,200 | $4.9M | 4.33% |
| 8 | TALEN ENERGY CORP | TLN | 12,600 | $4.7M | 4.21% |
| 9 | SOLARIS ENERGY INFRAS INC | SEI | 102,600 | $4.7M | 4.21% |
| 10 | MERCURY SYS INC | MRCY | 64,226 | $4.7M | 4.18% |
| 11 | ASTRONICS CORP | ATROB | 83,642 | $4.5M | 4.05% |
| 12 | ANALOG DEVICES INC | ADI | 16,700 | $4.5M | 4.04% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 14,600 | $4.4M | 3.96% |
| 14 | BELDEN INC | BDC | 36,871 | $4.3M | 3.83% |
| 15 | MODINE MFG CO | 607828100 | 31,511 | $4.2M | 3.75% |
| 16 | SOTERA HEALTH CO | SHC | 230,801 | $4.1M | 3.63% |
| 17 | CORNING INC | GLW | 45,089 | $3.9M | 3.52% |
| 18 | WOODWARD INC | WWD | 12,150 | $3.7M | 3.28% |
| 19 | CENTURI HOLDINGS INC | CTRI | 143,133 | $3.6M | 3.22% |
| 20 | C H ROBINSON WORLDWIDE INC | CHRW | 21,201 | $3.4M | 3.04% |
| 21 | APPLIED MATLS INC | 038222105 | 13,100 | $3.4M | 3.00% |
| 22 | QUANTA SVCS INC | 74762E102 | 7,138 | $3.0M | 2.69% |
| 23 | VANECK ETF TRUST | 92189F676 | 7,000 | $2.5M | 2.25% |
| 24 | ECHOSTAR CORP | SATS | 22,300 | $2.4M | 2.16% |
| 25 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 46,194 | $2.4M | 2.15% |
| 26 | CURTISS WRIGHT CORP | CW | 3,079 | $1.7M | 1.51% |
| 27 | ATS CORP | ATS | 24,700 | $680,238 | 0.61% |