13F HOLDINGS REPORT
CADEN CAPITAL PARTNERS, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001893767-25-000009
Total Value
$246.8M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PG&E CORP | PCG-PX | 2,652,333 | $40.0M | 16.21% |
| 2 | DANAHER CORPORATION | 235851102 | 172,328 | $34.2M | 13.85% |
| 3 | CROWN CASTLE INC | CCI | 337,807 | $32.6M | 13.21% |
| 4 | ALPHABET INC CAP STK | GOOG | 126,977 | $30.9M | 12.51% |
| 5 | STERIS PLC | STE | 124,726 | $30.9M | 12.51% |
| 6 | COSTAR GROUP INC | CSGP | 349,501 | $29.5M | 11.95% |
| 7 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 154,892 | $26.1M | 10.58% |
| 8 | ENTEGRIS INC | ENTG | 110,000 | $10.2M | 4.12% |
| 9 | SAMSARA INC | IOT | 150,000 | $5.6M | 2.26% |
| 10 | RIVIAN AUTOMOTIVE INC | RIVN | 6,000,000 | $5.5M | 2.24% |
| 11 | VAIL RESORTS INC | MTN | 9,397 | $1.4M | 0.57% |