Caden Capital Partners, Lp Top Holdings and 13F Report (2026) About Caden Capital Partners, LpInvestment ActivityCaden Capital Partners, Lp has $8.30 million in total holdings as of June 30, 2026.Caden Capital Partners, Lp owns shares of 36 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.44% of the portfolio was purchased this quarter.About 9.14% of the portfolio was sold this quarter.This quarter, Caden Capital Partners, Lp has purchased 36 new stocks and bought additional shares in 3 stocks.Caden Capital Partners, Lp sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Samsara $303,415Rivian Automotive $300,363SharkNinja $278,045JPMorgan Chase & Co. $269,065Visa $265,895 Largest Purchases this Quarter Vital Farms 10,000 shares (about $116.30K)CoStar Group 2,000 shares (about $56.64K)Intuitive Surgical 75 shares (about $29.83K) Largest Sales this Quarter Humana 750 shares (about $297.91K)Elevance Health 300 shares (about $116.02K)Alphabet 300 shares (about $107.21K)Sweetgreen 10,000 shares (about $88.10K)Live Nation Entertainment 250 shares (about $45.78K) 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 PortfolioSectorIOTSamsara$303,4150.0%9,3563.7%TechnologyRIVNRivian Automotive$300,3630.0%17,3123.6%Consumer DiscretionarySNSharkNinja$278,045$38,067 â–¼-12.0%1,8263.3%Consumer DiscretionaryJPMJPMorgan Chase & Co.$269,0650.0%8223.2%FinanceVVisa$265,8950.0%7753.2%FinanceDOORDASH INC$258,8960.0%1,4033.1%CL AAMGNAmgen$257,8290.0%7123.1%HealthcarePCGPacific Gas & Electric$255,916$25,230 â–¼-9.0%15,2153.1%UtilitiesCOSTCostco Wholesale$255,3830.0%2733.1%Consumer StaplesHUMHumana$254,618$297,915 â–¼-53.9%6413.1%HealthcareCVXChevron$251,2920.0%1,5163.0%EnergyGOOGLAlphabet$250,159$107,211 â–¼-30.0%7003.0%Communication ServicesVITLVital Farms$249,905$116,300 â–²87.0%21,4883.0%Consumer StaplesLYVLive Nation Entertainment$249,213$45,778 â–¼-15.5%1,3613.0%Communication ServicesAMZNAmazon.com$247,1590.0%1,0373.0%Consumer DiscretionaryMTNVail Resorts$241,9390.0%1,7772.9%Consumer DiscretionaryHDHome Depot$238,4120.0%6762.9%Consumer DiscretionaryUNPUnion Pacific$233,920$40,800 â–¼-14.9%8602.8%IndustrialsDHRDanaher$231,4330.0%1,2152.8%HealthcareSHOPIFY INC$225,8480.0%1,9782.7%CL A SUB VTG SHSSONOSonos$222,3380.0%16,4332.7%Consumer DiscretionaryTOSTToast$218,1370.0%7,8412.6%FinanceELVElevance Health$218,116$116,019 â–¼-34.7%5642.6%HealthcareISRGIntuitive Surgical$216,736$29,826 â–²16.0%5452.6%HealthcareALRMAlarm.com$215,8460.0%4,6202.6%TechnologyMCOMoody's$213,3250.0%4712.6%FinanceSGSweetgreen$213,299$88,100 â–¼-29.2%24,2112.6%Consumer DiscretionaryMARSH & MCLENNAN COS INC$213,0040.0%1,2782.6%COMBDXBecton, Dickinson and Company$212,6190.0%1,4052.6%HealthcareAMER SPORTS INC$211,9400.0%6,2632.6%SHSCOMCCICrown Castle$199,6240.0%2,6362.4%Real EstateSTESTERIS$199,1990.0%9462.4%HealthcareONONON$194,9870.0%5,5052.3%Consumer DiscretionaryCSGPCoStar Group$193,171$56,640 â–²41.5%6,8212.3%Real EstateICEIntercontinental Exchange$179,8640.0%1,4612.2%FinanceWATWaters$61,1320.0%1630.7%HealthcareShowing largest 100 holdings. 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