Candelo Capital Management Lp Top Holdings and 13F Report (2026) About Candelo Capital Management LpInvestment ActivityCandelo Capital Management Lp has $162.29 million in total holdings as of June 30, 2026.Candelo Capital Management Lp owns shares of 30 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 25.55% of the portfolio was purchased this quarter.About 21.94% of the portfolio was sold this quarter.This quarter, Candelo Capital Management Lp has purchased 29 new stocks and bought additional shares in 4 stocks.Candelo Capital Management Lp sold shares of 14 stocks and completely divested from 8 stocks this quarter.Largest Holdings VanEck Semiconductor ETF $13,117,800Teledyne Technologies $9,184,547Granite Construction $8,498,697CENTURI HOLDINGS INC $7,586,037Parker-Hannifin $7,120,714 Largest New Holdings this Quarter 701094104 - Parker-Hannifin $7,120,714 Holding03820C105 - Applied Industrial Technologies $6,070,469 Holding031100100 - AMETEK $5,128,160 Holding87241L109 - TFI International $4,917,703 Holding887389104 - Timken $4,607,371 Holding Largest Purchases this Quarter Parker-Hannifin 7,280 shares (about $7.12M)Applied Industrial Technologies 17,952 shares (about $6.07M)AMETEK 21,196 shares (about $5.13M)TFI International 34,253 shares (about $4.92M)Timken 31,705 shares (about $4.61M) Largest Sales this Quarter Kodiak Gas Services 56,193 shares (about $4.22M)Applied Materials 3,100 shares (about $2.24M)Analog Devices 5,160 shares (about $2.05M)Modine Manufacturing 7,319 shares (about $1.95M)Woodward 3,820 shares (about $1.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCandelo Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSMHVanEck Semiconductor ETF$13,117,8000.0%20,0008.1%ETFTDYTeledyne Technologies$9,184,547$2,214,108 â–²31.8%13,7725.7%TechnologyGVAGranite Construction$8,498,697$78,882 â–¼-0.9%53,7625.2%IndustrialsCENTURI HOLDINGS INC$7,586,037$465,938 â–²6.5%250,8614.7%COM SHSPHParker-Hannifin$7,120,714$7,120,714 â–²New Holding7,2804.4%IndustrialsAMATApplied Materials$7,085,400$2,241,300 â–¼-24.0%9,8004.4%TechnologyMRCYMercury Systems$6,613,160$782,912 â–¼-10.6%54,0604.1%IndustrialsPWRQuanta Services$6,111,700$972,054 â–²18.9%8,4883.8%IndustrialsAITApplied Industrial Technologies$6,070,469$6,070,469 â–²New Holding17,9523.7%IndustrialsLINDE PLC$5,739,476$1,364,812 â–¼-19.2%11,0603.5%SHSATIATI$5,449,618$1,477,659 â–¼-21.3%27,6493.4%IndustrialsKGSKodiak Gas Services$5,362,629$4,221,780 â–¼-44.0%71,3783.3%EnergyESIElement Solutions$5,329,473$740,125 â–¼-12.2%111,6123.3%MaterialsWMBWilliams Companies$5,327,2790.0%71,6613.3%EnergySOLARIS ENERGY INFRAS INC$5,307,463$934,141 â–¼-15.0%65,9643.3%COM CL AAMEAMETEK$5,128,160$5,128,160 â–²New Holding21,1963.2%TechnologyTFIITFI International$4,917,703$4,917,703 â–²New Holding34,2533.0%IndustrialsWWDWoodward$4,884,051$1,625,181 â–¼-25.0%11,4803.0%IndustrialsATSATS$4,758,549$386,564 â–²8.8%165,1002.9%IndustrialsTKRTimken$4,607,371$4,607,371 â–²New Holding31,7052.8%IndustrialsTALEN ENERGY CORP$4,495,8420.0%11,7002.8%COMMODModine Manufacturing$4,299,022$1,954,319 â–¼-31.3%16,1002.6%IndustrialsTSMTaiwan Semiconductor Manufacturing$4,281,893$832,882 â–¼-16.3%8,9662.6%TechnologyADIAnalog Devices$4,267,592$2,049,397 â–¼-32.4%10,7452.6%TechnologyTMOThermo Fisher Scientific$4,231,478$4,231,478 â–²New Holding8,4402.6%HealthcareGLWCorning$4,122,385$945,091 â–¼-18.7%16,1392.5%TechnologyMTSIMACOM Technology Solutions$3,031,549$817,796 â–¼-21.2%7,9701.9%TechnologyENTGEntegris$1,978,460$1,978,460 â–²New Holding11,0001.2%TechnologyCIFRCipher Mining$1,886,500$1,886,500 â–²New Holding77,0001.2%TechnologyCEGConstellation Energy$1,490,220$1,490,220 â–²New Holding6,0000.9%UtilitiesIWMiShares Russell 2000 ETF$0$6,200,000 â–¼-100.0%00.0%ETFCHENIERE ENERGY INC$0$2,951,104 â–¼-100.0%00.0%COM NEWCWCurtiss-Wright$0$1,702,119 â–¼-100.0%00.0%IndustrialsGEGE Aerospace$0$1,418,850 â–¼-100.0%00.0%IndustrialsVRTVertiv$0$1,252,900 â–¼-100.0%00.0%IndustrialsHWMHowmet Aerospace$0$921,840 â–¼-100.0%00.0%IndustrialsDDDuPont de Nemours$0$687,000 â–¼-100.0%00.0%MaterialsXLIIndustrial Select Sector SPDR Fund$0$404,325 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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