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Q2 2026 13F · SEC CIK 1845660

Candelo Capital Management LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$136.2M
Reported positions
27
Top holdings a year, 3 yrs
+20.3%
Assets under management
$178.1M

Candelo Capital Management LP is a hedge fund that reported 27 positions worth $136.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Teledyne Technologies Inc (TDY, 6.7%), Granite Constr Inc (GVA, 6.2%), Centuri Holdings Inc Com Shs (CTRI, 5.6%). A portfolio copying its top holdings returned 20.3% a year over the last 3 years, against 16.5% for the S&P 500.

Candelo Capital Management LP holdings all 27 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Candelo Capital Management LP 13F holdings
Stock% of 13F valueShare changeReported value
TDYTeledyne Technologies Inc6.7%+31.8%$9.2M
GVAGranite Constr Inc6.2%-0.9%$8.5M
CTRICenturi Holdings Inc Com Shs5.6%+6.5%$7.6M
PHParker-Hannifin Corp5.2%—$7.1M
MRCYMercury Sys Inc4.9%-10.6%$6.6M
AITApplied Indl Technologies in4.5%—$6.1M
LINLinde PLC4.2%-19.2%$5.7M
ATIAti Inc4.0%-1.8%$5.4M
KGSKodiak Gas Svcs Inc3.9%-44.0%$5.4M
ESIElement Solutions Inc3.9%-12.2%$5.3M
WMBWilliams Cos3.9%+0.0%$5.3M
SOISolaris Energy Infrastructure Inc3.9%-15.0%$5.3M
AMEAmetek Inc3.8%—$5.1M
TFIITfi International Inc3.6%—$4.9M
WWDWoodward, Inc.3.6%+23.4%$4.9M
ATSAts Corporation3.5%+8.8%$4.8M
TKRTimken Co Com3.4%—$4.6M
TLNTalen Energy Corp3.3%+0.0%$4.5M
MODModine Manufacturing Co3.2%-31.3%$4.3M
TSMTaiwan Semiconductor Manufac3.1%-16.3%$4.3M
ADIAnalog Devices Inc3.1%-32.4%$4.3M
TMOThermo Fisher Scientific Inc3.1%—$4.2M
AMATApplied Matls Inc2.5%-62.8%$3.5M
PWRQuanta Svcs Inc2.4%-37.1%$3.2M
MTSIMacom Tech Solutions Hldgs I2.2%-21.2%$3.0M
GLWCorning Inc1.5%-59.0%$2.1M
CIFRCipher Digital Inc0.7%—$907K

What Candelo Capital Management LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+10.8% /yr
S&P 500 +11.7%
3 years
+20.3% /yr
S&P 500 +16.5%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$136.2M27
Q1 2026$99.4M22
Q4 2025$109.6M26
Q3 2025$111.8M26
Q2 2025$104.4M22
Q1 2025$104.3M18
Q4 2024$158.7M29
Q3 2024$155.4M25
Q2 2024$135.0M21
Q1 2024$136.4M20
Q4 2023$117.5M21

Questions about Candelo Capital Management LP's portfolio

What stocks does Candelo Capital Management LP own?

Candelo Capital Management LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 27 positions worth $136.2M. The largest are Teledyne Technologies Inc (TDY) at 6.7%, Granite Constr Inc (GVA) at 6.2%, Centuri Holdings Inc Com Shs (CTRI) at 5.6%, Parker-Hannifin Corp (PH) at 5.2% and Mercury Sys Inc (MRCY) at 4.9%.

What did Candelo Capital Management LP buy last quarter?

In Q2 2026, Candelo Capital Management LP added a new position in Parker-Hannifin Corp (PH), a new position in Applied Indl Technologies in (AIT), a new position in Ametek Inc (AME), a new position in Tfi International Inc (TFII), a new position in Timken Co Com (TKR), Teledyne Technologies Inc (TDY) (+31.8% shares), Woodward, Inc. (WWD) (+23.4% shares) and Ats Corporation (ATS) (+8.8% shares), compared with its Q1 2026 filing.

What did Candelo Capital Management LP sell last quarter?

In Q2 2026, Candelo Capital Management LP sold all of Cheniere Energy Inc (LNG), sold all of Curtiss Wright Corp (CW), Applied Matls Inc (AMAT) (-62.8% shares), Corning Inc (GLW) (-59.0% shares) and Kodiak Gas Svcs Inc (KGS) (-44.0% shares), compared with its Q1 2026 filing.

How has Candelo Capital Management LP's portfolio performed?

A portfolio copying Candelo Capital Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.3% a year over the last 3 years, against +16.5% for the S&P 500. Over 1 year: +10.8% against +11.7%.

When is Candelo Capital Management LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Candelo Capital Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Candelo Capital Management LP manage?

Candelo Capital Management LP reported $178.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $136.2M.