13F HOLDINGS REPORT
CADEN CAPITAL PARTNERS, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001893767-25-000007
Total Value
$300.8M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DANAHER CORPORATION | 235851102 | 197,354 | $39.0M | 12.96% |
| 2 | PG&E CORP | PCG-PX | 2,652,333 | $37.0M | 12.29% |
| 3 | STERIS PLC | STE | 139,726 | $33.6M | 11.16% |
| 4 | CROWN CASTLE INC | CCI | 307,807 | $31.6M | 10.51% |
| 5 | COSTAR GROUP INC | CSGP | 379,501 | $30.5M | 10.14% |
| 6 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 162,392 | $29.8M | 9.90% |
| 7 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 400,394 | $29.4M | 9.79% |
| 8 | ENTEGRIS INC | ENTG | 352,964 | $28.5M | 9.46% |
| 9 | ALPHABET INC CAP STK | GOOG | 131,977 | $23.3M | 7.73% |
| 10 | SAMSARA INC | IOT | 322,039 | $12.8M | 4.26% |
| 11 | RIVIAN AUTOMOTIVE INC | RIVN | 6,000,000 | $5.4M | 1.80% |