Filed: 5/15/2026ACC: 0001214659-26-006449
📋 What this filing means
CANDER ASSET MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $557.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$557.11M
Total AUM (reported)
13.45M
Total Shares
Allocation by class
COM$372.15M66.8%
COM CL A$61.49M11.0%
COM NEW$53.79M9.7%
CL A$31.67M5.7%
COM SHS$13.52M2.4%
CLASS A$10.63M1.9%
CLASS A COM$8.06M1.4%
Portfolio Concentration
Top 3$99.73M17.9%
4–10$149.30M26.8%
11–25$207.49M37.2%
Rest$100.59M18.1%
Top 3 weight
17.9%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 13.45M
Sole
Full voting authority
13.45M
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)
Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:
VISA INC
SOLEShares118.23K
TypeSH
Market value$35.74M
6.41%
Sole
118.23K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares193.58K
TypeSH
Market value$35.31M
6.34%
Sole
193.58K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares95.33K
TypeSH
Market value$28.68M
5.15%
Sole
95.33K
Shared
0.00
None
0.00
WELLTOWER INC
SOLEShares129.69K
TypeSH
Market value$25.64M
4.60%
Sole
129.69K
Shared
0.00
None
0.00
VALLEY NATL BANCORP
SOLEShares1.99M
TypeSH
Market value$24.46M
4.39%
Sole
1.99M
Shared
0.00
None
0.00
MSCI INC
SOLEShares44.55K
TypeSH
Market value$24.01M
4.31%
Sole
44.55K
Shared
0.00
None
0.00
VOYA FINANCIAL INC
SOLEShares280.21K
TypeSH
Market value$19.14M
3.44%
Sole
280.21K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares19.66K
TypeSH
Market value$18.91M
3.39%
Sole
19.66K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares141.10K
TypeSH
Market value$18.65M
3.35%
Sole
141.10K
Shared
0.00
None
0.00
RADIAN GROUP INC
SOLEShares558.70K
TypeSH
Market value$18.48M
3.32%
Sole
558.70K
Shared
0.00
None
0.00
AMERICAN INTL GROUP INC
SOLEShares244.26K
TypeSH
Market value$18.38M
3.30%
Sole
244.26K
Shared
0.00
None
0.00
FIRST HORIZON CORPORATION
SOLEShares738.56K
TypeSH
Market value$16.81M
3.02%
Sole
738.56K
Shared
0.00
None
0.00
BLUE OWL CAPITAL INC
SOLEShares1.74M
TypeSH
Market value$15.87M
2.85%
Sole
1.74M
Shared
0.00
None
0.00
INTUIT
SOLEShares35.53K
TypeSH
Market value$15.36M
2.76%
Sole
35.53K
Shared
0.00
None
0.00
US BANCORP
SOLEShares283.63K
TypeSH
Market value$14.75M
2.65%
Sole
283.63K
Shared
0.00
None
0.00
LINCOLN NATL CORP IND
SOLEShares392.88K
TypeSH
Market value$13.95M
2.50%
Sole
392.88K
Shared
0.00
None
0.00
TOAST INC
SOLEShares516.14K
TypeSH
Market value$13.68M
2.46%
Sole
516.14K
Shared
0.00
None
0.00
IRON MTN INC DEL
SOLEShares133.25K
TypeSH
Market value$13.61M
2.44%
Sole
133.25K
Shared
0.00
None
0.00
AMERICAN HEALTHCARE REIT INC
SOLEShares286.58K
TypeSH
Market value$13.52M
2.43%
Sole
286.58K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares31.48K
TypeSH
Market value$13.39M
2.40%
Sole
31.48K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares141.66K
TypeSH
Market value$13.10M
2.35%
Sole
141.66K
Shared
0.00
None
0.00
LENDINGCLUB ISSUANCE TR SER
SOLEShares871.81K
TypeSH
Market value$12.48M
2.24%
Sole
871.81K
Shared
0.00
None
0.00
JONES LANG LASALLE INC
SOLEShares36.40K
TypeSH
Market value$11.08M
1.99%
Sole
36.40K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares223.20K
TypeSH
Market value$10.88M
1.95%
Sole
223.20K
Shared
0.00
None
0.00
EVERCORE INC
SOLEShares35.61K
TypeSH
Market value$10.63M
1.91%
Sole
35.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INCSOLE | COM CL A | 118.23K | SH | $35.74M 6.41% | 118.23K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 193.58K | SH | $35.31M 6.34% | 193.58K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 95.33K | SH | $28.68M 5.15% | 95.33K | 0.00 | 0.00 |
WELLTOWER INCSOLE | COM | 129.69K | SH | $25.64M 4.60% | 129.69K | 0.00 | 0.00 |
VALLEY NATL BANCORPSOLE | COM | 1.99M | SH | $24.46M 4.39% | 1.99M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 44.55K | SH | $24.01M 4.31% | 44.55K | 0.00 | 0.00 |
VOYA FINANCIAL INCSOLE | COM | 280.21K | SH | $19.14M 3.44% | 280.21K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 19.66K | SH | $18.91M 3.39% | 19.66K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 141.10K | SH | $18.65M 3.35% | 141.10K | 0.00 | 0.00 |
RADIAN GROUP INCSOLE | COM | 558.70K | SH | $18.48M 3.32% | 558.70K | 0.00 | 0.00 |
AMERICAN INTL GROUP INCSOLE | COM NEW | 244.26K | SH | $18.38M 3.30% | 244.26K | 0.00 | 0.00 |
FIRST HORIZON CORPORATIONSOLE | COM | 738.56K | SH | $16.81M 3.02% | 738.56K | 0.00 | 0.00 |
BLUE OWL CAPITAL INCSOLE | COM CL A | 1.74M | SH | $15.87M 2.85% | 1.74M | 0.00 | 0.00 |
INTUITSOLE | COM | 35.53K | SH | $15.36M 2.76% | 35.53K | 0.00 | 0.00 |
US BANCORPSOLE | COM NEW | 283.63K | SH | $14.75M 2.65% | 283.63K | 0.00 | 0.00 |
LINCOLN NATL CORP INDSOLE | COM | 392.88K | SH | $13.95M 2.50% | 392.88K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 516.14K | SH | $13.68M 2.46% | 516.14K | 0.00 | 0.00 |
IRON MTN INC DELSOLE | COM | 133.25K | SH | $13.61M 2.44% | 133.25K | 0.00 | 0.00 |
AMERICAN HEALTHCARE REIT INCSOLE | COM SHS | 286.58K | SH | $13.52M 2.43% | 286.58K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 31.48K | SH | $13.39M 2.40% | 31.48K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 141.66K | SH | $13.10M 2.35% | 141.66K | 0.00 | 0.00 |
LENDINGCLUB ISSUANCE TR SERSOLE | COM NEW | 871.81K | SH | $12.48M 2.24% | 871.81K | 0.00 | 0.00 |
JONES LANG LASALLE INCSOLE | COM | 36.40K | SH | $11.08M 1.99% | 36.40K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 223.20K | SH | $10.88M 1.95% | 223.20K | 0.00 | 0.00 |
EVERCORE INCSOLE | CLASS A | 35.61K | SH | $10.63M 1.91% | 35.61K | 0.00 | 0.00 |
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