DOSSIER · 13F-HR · Q2 2026

Obion Capital Management LP

$118M in tracked AUM across 16 positions as of Q2 2026.

OC
CIK 0002011555 · last filed Jun 30, 2026
Total AUM
$118M
as of Q2 2026
Holdings
16
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Obion 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
HLT
HILTON WORLDWIDE HLDGS INC
$16M48K13.5%
02
SNDA
SONIDA SENIOR LIVING INC
$11M269K9.3%
03
ORLY
OREILLY AUTOMOTIVE INC
$8M92K7.2%
04
AZO
AUTOZONE INC
$8M2K6.8%
05
MCO
MOODYS CORP
$8M17K6.5%
06
SHW
SHERWIN WILLIAMS CO
$8M22K6.4%
07
G54950103
LINDE PLC
$7M14K6.3%
08
GE
GE AEROSPACE
$7M19K5.9%
09
UNP
UNION PAC CORP
$7M24K5.6%
10
G0403H108
AON PLC
$6M19K5.4%

Filing history

2026Q2Jun 30
$118M▲ 15.9%
16 positionsView →
2026Q1Mar 31
$101M▼ 2.5%
15 positionsView →
2025Q4Dec 31
$104M—
15 positionsView →