Filed: 2/17/2026ACC: 0001845660-26-000002
📋 What this filing means
CANDELO CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $112.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$112.08M
Total AUM (reported)
1.35M
Total Shares
Allocation by class
COM$88.55M79.0%
CL A$4.84M4.3%
COM CL A$4.72M4.2%
SPONSORED ADS$4.44M4.0%
COM SHS$3.61M3.2%
COM NEW$3.41M3.0%
SEMICONDUCTR ETF$2.52M2.2%
Portfolio Concentration
Top 3$19.77M17.6%
4–10$35.48M31.7%
11–25$54.46M48.6%
Rest$2.38M2.1%
Top 3 weight
17.6%
Top 10 weight
49.3%
Voting Authority Distribution
Total shares with voting rights: 1.35M
Sole
Full voting authority
1.35M
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)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
ATI INC
SOLEShares63.40K
TypeSH
Market value$7.28M
6.49%
Sole
63.40K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES INC
SOLEShares13.20K
TypeSH
Market value$6.74M
6.02%
Sole
13.20K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares24.85K
TypeSH
Market value$5.75M
5.13%
Sole
24.85K
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares49.09K
TypeSH
Market value$5.66M
5.05%
Sole
49.09K
Shared
0.00
None
0.00
MKS INC.
SOLEShares35.11K
TypeSH
Market value$5.61M
5.01%
Sole
35.11K
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares209K
TypeSH
Market value$5.22M
4.66%
Sole
209K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares21.20K
TypeSH
Market value$4.85M
4.33%
Sole
21.20K
Shared
0.00
None
0.00
TALEN ENERGY CORP
SOLEShares12.60K
TypeSH
Market value$4.72M
4.21%
Sole
12.60K
Shared
0.00
None
0.00
SOLARIS ENERGY INFRAS INC
SOLEShares102.60K
TypeSH
Market value$4.72M
4.21%
Sole
102.60K
Shared
0.00
None
0.00
MERCURY SYS INC
SOLEShares64.23K
TypeSH
Market value$4.69M
4.18%
Sole
64.23K
Shared
0.00
None
0.00
ASTRONICS CORP
SOLEShares83.64K
TypeSH
Market value$4.54M
4.05%
Sole
83.64K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares16.70K
TypeSH
Market value$4.53M
4.04%
Sole
16.70K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares14.60K
TypeSH
Market value$4.44M
3.96%
Sole
14.60K
Shared
0.00
None
0.00
BELDEN INC
SOLEShares36.87K
TypeSH
Market value$4.30M
3.83%
Sole
36.87K
Shared
0.00
None
0.00
MODINE MFG CO
SOLEShares31.51K
TypeSH
Market value$4.21M
3.75%
Sole
31.51K
Shared
0.00
None
0.00
SOTERA HEALTH CO
SOLEShares230.80K
TypeSH
Market value$4.07M
3.63%
Sole
230.80K
Shared
0.00
None
0.00
CORNING INC
SOLEShares45.09K
TypeSH
Market value$3.95M
3.52%
Sole
45.09K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares12.15K
TypeSH
Market value$3.67M
3.28%
Sole
12.15K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares143.13K
TypeSH
Market value$3.61M
3.22%
Sole
143.13K
Shared
0.00
None
0.00
C H ROBINSON WORLDWIDE INC
SOLEShares21.20K
TypeSH
Market value$3.41M
3.04%
Sole
21.20K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares13.10K
TypeSH
Market value$3.37M
3.00%
Sole
13.10K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares7.14K
TypeSH
Market value$3.01M
2.69%
Sole
7.14K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares7K
TypeSH
Market value$2.52M
2.25%
Sole
7K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares22.30K
TypeSH
Market value$2.42M
2.16%
Sole
22.30K
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares46.19K
TypeSH
Market value$2.42M
2.15%
Sole
46.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ATI INCSOLE | COM | 63.40K | SH | $7.28M 6.49% | 63.40K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 13.20K | SH | $6.74M 6.02% | 13.20K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 24.85K | SH | $5.75M 5.13% | 24.85K | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 49.09K | SH | $5.66M 5.05% | 49.09K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 35.11K | SH | $5.61M 5.01% | 35.11K | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 209K | SH | $5.22M 4.66% | 209K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 21.20K | SH | $4.85M 4.33% | 21.20K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 12.60K | SH | $4.72M 4.21% | 12.60K | 0.00 | 0.00 |
SOLARIS ENERGY INFRAS INCSOLE | COM CL A | 102.60K | SH | $4.72M 4.21% | 102.60K | 0.00 | 0.00 |
MERCURY SYS INCSOLE | COM | 64.23K | SH | $4.69M 4.18% | 64.23K | 0.00 | 0.00 |
ASTRONICS CORPSOLE | COM | 83.64K | SH | $4.54M 4.05% | 83.64K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 16.70K | SH | $4.53M 4.04% | 16.70K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 14.60K | SH | $4.44M 3.96% | 14.60K | 0.00 | 0.00 |
BELDEN INCSOLE | COM | 36.87K | SH | $4.30M 3.83% | 36.87K | 0.00 | 0.00 |
MODINE MFG COSOLE | COM | 31.51K | SH | $4.21M 3.75% | 31.51K | 0.00 | 0.00 |
SOTERA HEALTH COSOLE | COM | 230.80K | SH | $4.07M 3.63% | 230.80K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 45.09K | SH | $3.95M 3.52% | 45.09K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 12.15K | SH | $3.67M 3.28% | 12.15K | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 143.13K | SH | $3.61M 3.22% | 143.13K | 0.00 | 0.00 |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 21.20K | SH | $3.41M 3.04% | 21.20K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 13.10K | SH | $3.37M 3.00% | 13.10K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 7.14K | SH | $3.01M 2.69% | 7.14K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 7K | SH | $2.52M 2.25% | 7K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 22.30K | SH | $2.42M 2.16% | 22.30K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 46.19K | SH | $2.42M 2.15% | 46.19K | 0.00 | 0.00 |
Page 1 of 2