Caden Capital Partners, Lp Top Holdings and 13F Report (2026) About Caden Capital Partners, LpInvestment ActivityCaden Capital Partners, Lp has $8.12 million in total holdings as of March 31, 2026.Caden Capital Partners, Lp owns shares of 36 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 56.90% of the portfolio was purchased this quarter.About 455.90% of the portfolio was sold this quarter.This quarter, Caden Capital Partners, Lp has purchased 34 new stocks and bought additional shares in 31 stocks.Caden Capital Partners, Lp sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Chevron $313,660Samsara $296,492Pacific Gas & Electric $293,683Alphabet $287,560Costco Wholesale $272,025 Largest New Holdings this Quarter 166764100 - Chevron $313,660 Holding941848103 - Waters $48,541 Holding Largest Purchases this Quarter Chevron 1,516 shares (about $313.66K)Samsara 6,613 shares (about $209.57K)Pacific Gas & Electric 10,354 shares (about $181.92K)Elevance Health 577 shares (about $168.92K)Humana 954 shares (about $165.41K) Largest Sales this Quarter Alphabet 125,977 shares (about $36.23M)STERIS 2,226 shares (about $492.24K)Danaher 1,563 shares (about $296.34K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCaden Capital Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVXChevron$313,660$313,660 â–²New Holding1,5163.9%EnergyIOTSamsara$296,492$209,566 â–²241.1%9,3563.7%Computer and TechnologyPCGPacific Gas & Electric$293,683$181,920 â–²162.8%16,7153.6%UtilitiesGOOGLAlphabet$287,560$36,225,946 â–¼-99.2%1,0003.5%Computer and TechnologyCOSTCostco Wholesale$272,025$161,421 â–²145.9%2733.4%Retail/WholesaleRIVNRivian Automotive$260,546$162,435 â–²165.6%17,3123.2%Auto/Tires/TrucksELVElevance Health$252,936$168,917 â–²201.0%8643.1%MedicalAMGNAmgen$250,517$146,369 â–²140.5%7123.1%MedicalLYVLive Nation Entertainment$245,694$128,414 â–²109.5%1,6113.0%Consumer DiscretionaryUNPUnion Pacific$245,046$136,352 â–²125.4%1,0103.0%TransportationJPMJPMorgan Chase & Co.$241,800$146,492 â–²153.7%8223.0%FinanceHUMHumana$241,185$165,414 â–²218.3%1,3913.0%MedicalSHOPIFY INC$234,630$161,323 â–²220.1%1,9782.9%CL A SUB VTG SHSVVisa$234,236$141,751 â–²153.3%7752.9%Business ServicesDHRDanaher$230,364$296,345 â–¼-56.3%1,2152.8%MedicalICEIntercontinental Exchange$229,786$127,397 â–²124.4%1,4612.8%FinanceMTNVail Resorts$228,025$136,276 â–²148.5%1,7772.8%Consumer DiscretionaryHDHome Depot$222,330$124,321 â–²126.8%6762.7%Retail/WholesaleMARSH & MCLENNAN COS INC$221,669$124,364 â–²127.8%1,2782.7%COMBDXBecton, Dickinson and Company$220,908$138,677 â–²168.6%1,4052.7%MedicalSONOSonos$220,202$138,690 â–²170.1%16,4332.7%Consumer DiscretionarySNSharkNinja$219,848$107,912 â–²96.4%2,0762.7%Retail/WholesaleISRGIntuitive Surgical$216,665$141,524 â–²188.3%4702.7%MedicalAMZNAmazon.com$215,976$123,712 â–²134.1%1,0372.7%Retail/WholesaleCCICrown Castle$214,333$125,055 â–²140.1%2,6362.6%FinanceDOORDASH INC$210,660$135,135 â–²178.9%1,4032.6%CL ASTESTERIS$209,189$492,235 â–¼-70.2%9462.6%MedicalTOSTToast$207,865$129,210 â–²164.3%7,8412.6%Computer and TechnologyAMER SPORTS INC$206,178$112,784 â–²120.8%6,2632.5%SHSCOMMCOMoody's$205,474$114,298 â–²125.4%4712.5%FinanceALRMAlarm.com$199,538$109,875 â–²122.5%4,6202.5%IndustrialsCSGPCoStar Group$194,479$133,364 â–²218.2%4,8212.4%Computer and TechnologyONONON$187,280$108,354 â–²137.3%5,5052.3%Retail/WholesaleSGSweetgreen$177,555$97,831 â–²122.7%34,2112.2%Retail/WholesaleVITLVital Farms$162,211$118,566 â–²271.7%11,4882.0%Consumer StaplesWATWaters$48,541$48,541 â–²New Holding1630.6%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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