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Obion Capital Management LP

Q1 2026 13F Holdings

  • Location
    miami, FL
  • Num holdings

    15

  • Value ($000)

    $101,408

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002011555
  • 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
H
HLT

HILTON WORLDWIDE HLDGS INC

COM
43300A203
$14.57M
14 %

47,901

S
SHW

SHERWIN WILLIAMS CO

COM
824348106
$8.82M
9 %

27,506

S
SNDA

SONIDA SENIOR LIVING INC

COM
140475203
$8.67M
9 %

268,793

O
ORLY

OREILLY AUTOMOTIVE INC

COM
67103H107
$8.14M
8 %

88,145

A
AZO

AUTOZONE INC

COM
053332102
$8.1M
8 %

2,397

G
GE

GE AEROSPACE

COM NEW
369604301
$7.43M
7 %

26,170

M
MCO

MOODYS CORP

COM
615369105
$7.35M
7 %

16,843

A
AON

AON PLC

SHS CL A
G0403H108
$6.16M
6 %

19,079

V
VMC

VULCAN MATLS CO

COM
929160109
$6.13M
6 %

22,504

M
MLM

MARTIN MARIETTA MATLS INC

COM
573284106
$5.85M
6 %

9,943

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