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Candelo Capital Management LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    31

  • Value ($000)

    $121,112

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001845660
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SMH

VANECK ETF TRUST

SEMICONDUCTR ETF
92189F676
$7.67M
6 %

20,000

put
K
KGS

KODIAK GAS SVCS INC

COM
50012A108
$7.44M
6 %

127,571

C
CTRI

CENTURI HOLDINGS INC

COM SHS
155923105
$6.88M
6 %

235,453

L
LIN

LINDE PLC

SHS
G54950103
$6.79M
6 %

13,690

---

GRANITE CONSTR INC

COM
387328107
$6.5M
5 %

54,261

T
TDY

TELEDYNE TECHNOLOGIES INC

COM
879360105
$6.32M
5 %

10,452

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$6.2M
5 %

25,000

put
W
WMB

WILLIAMS COS INC

COM
969457100
$5.22M
4 %

71,661

M
MOD

MODINE MFG CO

COM
607828100
$5.08M
4 %

23,419

A
ADI

ANALOG DEVICES INC

COM
032654105
$5.06M
4 %

15,905

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