13F HOLDINGS REPORT
CADEN CAPITAL PARTNERS, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001893767-25-000006
Total Value
$324.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PG&E CORP | PCG-PX | 2,770,874 | $47.6M | 14.69% |
| 2 | DANAHER CORPORATION | 235851102 | 216,658 | $44.4M | 13.71% |
| 3 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 523,214 | $40.6M | 12.53% |
| 4 | CROWN CASTLE INC | CCI | 381,885 | $39.8M | 12.29% |
| 5 | COSTAR GROUP INC | CSGP | 437,274 | $34.6M | 10.69% |
| 6 | ENTEGRIS INC | ENTG | 383,721 | $33.6M | 10.36% |
| 7 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 166,774 | $28.8M | 8.88% |
| 8 | ALPHABET INC CAP STK | GOOG | 168,441 | $26.0M | 8.04% |
| 9 | SAMSARA INC | IOT | 347,707 | $13.3M | 4.11% |
| 10 | RIVIAN AUTOMOTIVE INC | RIVN | 8,000,000 | $6.9M | 2.13% |
| 11 | STERIS PLC | STE | 25,000 | $5.7M | 1.75% |
| 12 | SONOS INC | SONO | 245,284 | $2.6M | 0.81% |