What does Obion Capital Management LP hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Obion Capital Management LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

HILTON WORLDWIDE HLDGS INC

$15M48K14.4%

SHERWIN WILLIAMS CO

$9M28K8.7%

SONIDA SENIOR LIVING INC

$9M269K8.5%

OREILLY AUTOMOTIVE INC

$8M88K8.0%

AUTOZONE INC

$8M2K8.0%

GE AEROSPACE

$7M26K7.3%

MOODYS CORP

$7M17K7.2%

AON PLC

$6M19K6.1%

VULCAN MATLS CO

$6M23K6.0%

MARTIN MARIETTA MATLS INC

$6M10K5.8%

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