§ 13F · FUND PROFILE
Candelo Capital Management LP.
AUM · $162M (13F)Positions · 34Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$37M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SMH | VANECK ETF TRUST | 20K | $13M | 8.1% | ±0% |
| 2 | TDY | TELEDYNE TECHNOLOGIES INC | 14K | $9M | 5.7% | +32% |
| 3 | GVA | GRANITE CONSTR INC | 54K | $8M | 5.2% | −1% |
| 4 | CTRI | CENTURI HOLDINGS INC | 251K | $8M | 4.7% | +7% |
| 5 | PH | PARKER-HANNIFIN CORP | 7K | $7M | 4.4% | NEW |
| 6 | MRCY | MERCURY SYS INC | 54K | $7M | 4.1% | −11% |
| 7 | AIT | APPLIED INDL TECHNOLOGIES IN | 18K | $6M | 3.7% | NEW |
| 8 | LIN | LINDE PLC | 11K | $6M | 3.5% | −19% |
| 9 | ATI | ATI INC | 28K | $5M | 3.4% | −21% |
| 10 | KGS | KODIAK GAS SVCS INC | 71K | $5M | 3.3% | −44% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CANDELO SIGNAL
AC read
Candelo Capital Management LP is a Other fund managing $162 million in assets. The fund runs a portfolio of 34 positions.
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