13F Insight
DOSSIER · 13F-HR · Q2 2026

Candelo Capital Management LP

$162M in tracked AUM across 34 positions as of Q2 2026.

CC
CIK 0001845660 · last filed Jun 30, 2026
Total AUM
$162M
as of Q2 2026
Holdings
34
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Candelo Capital Management LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SMH
VANECK ETF TRUST
$13M20K8.1%02
TDY
TELEDYNE TECHNOLOGIES INC
$9M14K5.7%03
GVA
GRANITE CONSTR INC
$8M54K5.2%04
CTRI
CENTURI HOLDINGS INC
$8M251K4.7%05
PH
PARKER-HANNIFIN CORP
$7M7K4.4%06
AMAT
APPLIED MATLS INC
$7M10K4.4%07
MRCY
MERCURY SYS INC
$7M54K4.1%08
PWR
QUANTA SVCS INC
$6M8K3.8%09
AIT
APPLIED INDL TECHNOLOGIES IN
$6M18K3.7%10
G54950103
LINDE PLC
$6M11K3.5%

Filing history

2026Q2Jun 30
$162M▲ 34.0%
34 positionsView →2026Q1Mar 31
$121M▲ 8.1%
31 positionsView →2025Q4Dec 31
$112M▼ 3.4%
27 positionsView →2025Q3Sep 30
$116M▲ 5.0%
29 positionsView →2025Q2Jun 30
$110M▼ 4.8%
26 positionsLocked2025Q1Mar 31
$116M▼ 41.4%
26 positionsLocked2024Q4Dec 31
$198M▲ 10.6%
41 positionsLocked2024Q3Sep 30
$179M▲ 20.5%
35 positionsLocked2024Q2Jun 30
$149M▼ 9.0%
27 positionsLocked2024Q1Mar 31
$163M▲ 28.0%
29 positionsLocked2023Q4Dec 31
$128M—
29 positionsLocked