13F HOLDINGS REPORT
CADEN CAPITAL PARTNERS, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001893767-25-000005
Total Value
$327.8M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PG&E CORP | PCG-PX | 2,416,790 | $48.8M | 14.88% |
| 2 | DANAHER CORPORATION | 235851102 | 209,149 | $48.0M | 14.65% |
| 3 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 533,522 | $45.1M | 13.76% |
| 4 | CROWN CASTLE INC | CCI | 490,987 | $44.6M | 13.59% |
| 5 | STERIS PLC | STE | 175,358 | $36.0M | 11.00% |
| 6 | ENTEGRIS INC | ENTG | 360,860 | $35.7M | 10.90% |
| 7 | COSTAR GROUP INC | CSGP | 387,863 | $27.8M | 8.47% |
| 8 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 185,371 | $27.6M | 8.43% |
| 9 | RIVIAN AUTOMOTIVE INC | RIVN | 9,500,000 | $8.7M | 2.66% |
| 10 | SONOS INC | SONO | 215,000 | $3.2M | 0.99% |
| 11 | VISA INC | V | 7,000 | $2.2M | 0.67% |