Candelo Capital Management LP
Top Portfolio Positions
26 positions ·
$106,842,141 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KGS |
Kodiak Gas Services, Inc.
Energy
|
127,571 | $7,439,940 | 6.96% | |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
235,453 | $6,877,582 | 6.44% | |
| LIN |
Linde PLC
Basic Materials
|
13,690 | $6,786,954 | 6.35% | |
| GVA |
Granite Construction Inc
Industrials
|
54,261 | $6,504,808 | 6.09% | |
| TDY |
Teledyne Technologies Inc
Technology
|
10,452 | $6,323,564 | 5.92% | |
| WWD |
Woodward, Inc.
Industrials
|
15,300 | $5,476,176 | 5.13% | |
| WMB |
Williams Companies, Inc.
Energy
|
71,661 | $5,215,487 | 4.88% | |
| ATI |
Ati Inc
Industrials
|
35,146 | $5,112,337 | 4.78% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
23,419 | $5,075,131 | 4.75% | |
| ADI |
Analog Devices Inc
Technology
|
15,905 | $5,060,016 | 4.74% |
Portfolio Trend
10 quarters · across all stocks
Holdings in MRCY
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,408,138 | 60,460 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,689,140 | 64,226 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,184,220 | 15,300 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||