HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ELEMENT SOLUTIONS INC |
407,281 | +407,281 | $9,424 |
| ESI | 407,281 | +407,281 | $9,424 |
| CRH PLC |
130,667 | +130,667 | $9,037 |
| CRH | 130,667 | +130,667 | $9,037 |
| BUILDERS FIRSTSOURCE INC |
54,098 | +54,098 | $9,031 |
| BLDR | 54,098 | +54,098 | $9,031 |
| TFI INTL INC |
63,501 | +63,501 | $8,635 |
| TFII | 63,501 | +63,501 | $8,635 |
| PTC INC |
48,064 | +48,064 | $8,409 |
| PTC | 48,064 | +48,064 | $8,409 |
| FLEX LTD |
265,200 | +265,200 | $8,078 |
| FLEX | 265,200 | +265,200 | $8,078 |
| LINDE PLC |
19,538 | +19,538 | $8,024 |
| LIN | 19,538 | +19,538 | $8,024 |
| TE CONNECTIVITY LTD |
54,483 | +54,483 | $7,655 |
| TEL | 54,483 | +54,483 | $7,655 |
| VERTIV HOLDINGS CO |
112,093 | +112,093 | $5,384 |
| VRT | 112,093 | +112,093 | $5,384 |
| GULFPORT ENERGY CORP |
39,520 | +39,520 | $5,264 |
| GPOR | 39,520 | +39,520 | $5,264 |
| NVIDIA CORPORATION |
10,400 | +10,400 | $5,150 |
| NVDA | 10,400 | +10,400 | $5,150 |
| TECK RESOURCES LTD |
119,181 | +119,181 | $5,038 |
| TECK | 119,181 | +119,181 | $5,038 |
| WABTEC |
32,900 | +32,900 | $4,175 |
| WAB | 32,900 | +32,900 | $4,175 |
 ENTEGRIS INC |
$3,980 | ||
| ENTG | 53,211 | +53,211 | $6,376 |
| Put | 20,000 | +20,000 | $2,396 |
| GENERAC HLDGS INC |
27,700 | +27,700 | $3,580 |
| GNRC | 27,700 | +27,700 | $3,580 |
| SAIA INC |
7,100 | +7,100 | $3,111 |
| SAIA | 7,100 | +7,100 | $3,111 |
| QUANTA SVCS INC |
14,400 | +14,400 | $3,108 |
| PWR | 14,400 | +14,400 | $3,108 |
| ANALOG DEVICES INC |
9,666 | +9,666 | $1,919 |
| ADI | 9,666 | +9,666 | $1,919 |
| TRANSDIGM GROUP INC |
$1,697 | ||
| TDG | 2,977 | +2,977 | $3,012 |
| Put | 1,300 | +1,300 | $1,315 |
| NVENT ELECTRIC PLC |
21,600 | +21,600 | $1,276 |
| NVT | 21,600 | +21,600 | $1,276 |
| TECHNIPFMC PLC |
$2 | ||
| FTI | 90,129 | +90,129 | $1,815 |
| Put | 90,000 | +90,000 | $1,813 |
| SPDR SER TR (XME) |
$-598 | ||
| Put | 10,000 | +10,000 | $598 |
| FORD MTR CO DEL |
$-610 | ||
| Put | 50,000 | +50,000 | $610 |
| CHESAPEAKE ENERGY CORP |
$-769 | ||
| Put | 10,000 | +10,000 | $769 |
| VANECK ETF TRUST (OIH) |
$-1,238 | ||
| Put | 4,000 | +4,000 | $1,238 |
See Full List: All Stocks Held By Candelo Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Candelo Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $127,571 At 09/30/2023: $0 Candelo Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Candelo Capital Management LP 13F filings. Link to 13F filings: SEC filings |
