Filed: 11/14/2025ACC: 0001845660-25-000008
📋 What this filing means
CANDELO CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $115.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$115.99M
Total AUM (reported)
1.02M
Total Shares
Allocation by class
COM$97.36M83.9%
SPONSORED ADS$4.69M4.0%
CL A$4.29M3.7%
SHS$4.04M3.5%
SBI MATERIALS$2.69M2.3%
COM CL A$2.34M2.0%
COMMON STOCK$584.8K0.5%
Portfolio Concentration
Top 3$22.14M19.1%
4–10$36.26M31.3%
11–25$54.31M46.8%
Rest$3.28M2.8%
Top 3 weight
19.1%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 1.02M
Sole
Full voting authority
1.02M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
TELEDYNE TECHNOLOGIES INC
SOLEShares15.40K
TypeSH
Market value$9.03M
7.78%
Sole
15.40K
Shared
0.00
None
0.00
TC ENERGY CORP
SOLEShares134.19K
TypeSH
Market value$7.30M
6.29%
Sole
134.19K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares24.60K
TypeSH
Market value$5.81M
5.01%
Sole
24.60K
Shared
0.00
None
0.00
MODINE MFG CO
SOLEShares39.05K
TypeSH
Market value$5.55M
4.79%
Sole
39.05K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares13.02K
TypeSH
Market value$5.39M
4.65%
Sole
13.02K
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares207.83K
TypeSH
Market value$5.23M
4.51%
Sole
207.83K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares17.02K
TypeSH
Market value$5.20M
4.48%
Sole
17.02K
Shared
0.00
None
0.00
BELDEN INC
SOLEShares42.17K
TypeSH
Market value$5.07M
4.37%
Sole
42.17K
Shared
0.00
None
0.00
ATI INC
SOLEShares60.90K
TypeSH
Market value$4.95M
4.27%
Sole
60.90K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP
SOLEShares8.95K
TypeSH
Market value$4.86M
4.19%
Sole
8.95K
Shared
0.00
None
0.00
CORNING INC
SOLEShares58.99K
TypeSH
Market value$4.84M
4.17%
Sole
58.99K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares16.80K
TypeSH
Market value$4.69M
4.05%
Sole
16.80K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares17.30K
TypeSH
Market value$4.37M
3.77%
Sole
17.30K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares11.38K
TypeSH
Market value$4.29M
3.70%
Sole
11.38K
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares13.35K
TypeSH
Market value$4.11M
3.54%
Sole
13.35K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares24.20K
TypeSH
Market value$4.04M
3.48%
Sole
24.20K
Shared
0.00
None
0.00
PTC INC
SOLEShares19.19K
TypeSH
Market value$3.90M
3.36%
Sole
19.19K
Shared
0.00
None
0.00
PRIMORIS SVCS CORP
SOLEShares27.97K
TypeSH
Market value$3.84M
3.31%
Sole
27.97K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares8.90K
TypeSH
Market value$3.79M
3.26%
Sole
8.90K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares10.73K
TypeSH
Market value$3.53M
3.04%
Sole
10.73K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares10.02K
TypeSH
Market value$3.47M
2.99%
Sole
10.02K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares30K
TypeSH
Market value$2.69M
2.32%
Sole
30K
Shared
0.00
None
0.00
POWELL INDS INC
SOLEShares8.58K
TypeSH
Market value$2.62M
2.26%
Sole
8.58K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares15.50K
TypeSH
Market value$2.34M
2.02%
Sole
15.50K
Shared
0.00
None
0.00
RIOT PLATFORMS INC
SOLEShares94.80K
TypeSH
Market value$1.80M
1.56%
Sole
94.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TELEDYNE TECHNOLOGIES INCSOLE | COM | 15.40K | SH | $9.03M 7.78% | 15.40K | 0.00 | 0.00 |
TC ENERGY CORPSOLE | COM | 134.19K | SH | $7.30M 6.29% | 134.19K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 24.60K | SH | $5.81M 5.01% | 24.60K | 0.00 | 0.00 |
MODINE MFG COSOLE | COM | 39.05K | SH | $5.55M 4.79% | 39.05K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 13.02K | SH | $5.39M 4.65% | 13.02K | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 207.83K | SH | $5.23M 4.51% | 207.83K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 17.02K | SH | $5.20M 4.48% | 17.02K | 0.00 | 0.00 |
BELDEN INCSOLE | COM | 42.17K | SH | $5.07M 4.37% | 42.17K | 0.00 | 0.00 |
ATI INCSOLE | COM | 60.90K | SH | $4.95M 4.27% | 60.90K | 0.00 | 0.00 |
CURTISS WRIGHT CORPSOLE | COM | 8.95K | SH | $4.86M 4.19% | 8.95K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 58.99K | SH | $4.84M 4.17% | 58.99K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 16.80K | SH | $4.69M 4.05% | 16.80K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 17.30K | SH | $4.37M 3.77% | 17.30K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 11.38K | SH | $4.29M 3.70% | 11.38K | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 13.35K | SH | $4.11M 3.54% | 13.35K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 24.20K | SH | $4.04M 3.48% | 24.20K | 0.00 | 0.00 |
PTC INCSOLE | COM | 19.19K | SH | $3.90M 3.36% | 19.19K | 0.00 | 0.00 |
PRIMORIS SVCS CORPSOLE | COM | 27.97K | SH | $3.84M 3.31% | 27.97K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 8.90K | SH | $3.79M 3.26% | 8.90K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 10.73K | SH | $3.53M 3.04% | 10.73K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 10.02K | SH | $3.47M 2.99% | 10.02K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI MATERIALS | 30K | SH | $2.69M 2.32% | 30K | 0.00 | 0.00 |
POWELL INDS INCSOLE | COM | 8.58K | SH | $2.62M 2.26% | 8.58K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 15.50K | SH | $2.34M 2.02% | 15.50K | 0.00 | 0.00 |
RIOT PLATFORMS INCSOLE | COM | 94.80K | SH | $1.80M 1.56% | 94.80K | 0.00 | 0.00 |
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