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Disclosery

13F-HR filed by Candelo Capital Management LP

Candelo Capital Management LP filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 41 holding rows worth $198,036,595.

Accession
0001845660-25-000002
Filer
CIK 1845660
Filed
2025-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 41 entries on the cover page, a total value of $198,036,595 stated on the cover page (in dollars after the unit check, H1), rows summing to $198,036,595 with VALUE read as dollars as filed, 13F file number 028-23831. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
TC ENERGY CORP87807B107COM210,868$9,811,688dollars as filed
CURTISS WRIGHT CORP COM231561101Stock22,346$7,929,925dollars as filed
CORNING INC219350105COM165,646$7,871,498dollars as filed
AUTODESK INC COM052769106Stock24,501$7,241,761dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock32,273$6,934,500dollars as filed
PTC INC COM69370C100Stock35,365$6,502,563dollars as filed
COHERENT CORP COM19247G107Stock67,500$6,394,275dollars as filed
WABTEC COM929740108Stock33,555$6,361,692dollars as filed
QUANTA SVCS INC74762E102COM20,000$6,321,000dollars as filedput
ATS CORPORATION00217Y104COM200,850$6,121,908dollars as filed
BELDEN INC COM077454106Stock52,680$5,932,295dollars as filed
GULFPORT ENERGY CORP COMMON SHARES402635502Stock31,595$5,819,799dollars as filed
CORE SCIENTIFIC INC NEW21874A106COM409,804$5,757,746dollars as filed
PRIMORIS SVCS CORP COM74164F103Stock74,691$5,706,392dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock56,700$5,637,681dollars as filed
TRANSALTA CORP89346D107COM395,938$5,602,523dollars as filed
TALEN ENERGY CORP COM87422Q109Stock26,904$5,420,349dollars as filed
QUANTA SVCS INC74762E102COM16,500$5,214,825dollars as filed
TRANSDIGM GROUP INC COM893641100Stock4,067$5,154,028dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock35,277$5,042,142dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock35,000$5,002,550dollars as filedput
VISTRA CORP COM92840M102Stock35,993$4,962,355dollars as filed
ELEMENT SOLUTIONS INC COM28618M106Stock193,229$4,913,813dollars as filed
NVIDIA Corp67066G104COM36,500$4,901,585dollars as filed
VISTRA CORP COM92840M102Stock35,000$4,825,450dollars as filedput
VERTIV HOLDINGS CO COM CL A92537N108Stock41,475$4,711,975dollars as filed
GE Vernova Inc.36828A101COM14,000$4,605,020dollars as filedput
GE Vernova Inc.36828A101COM13,852$4,556,338dollars as filed
CLEAN HARBORS INC COM184496107Stock18,000$4,142,520dollars as filedput
CLEAN HARBORS INC COM184496107Stock17,500$4,027,450dollars as filed
General Electric Company369604301COM24,032$4,008,297dollars as filed
General Electric Company369604301COM24,000$4,002,960dollars as filedput
CRH PLC ORDG25508105Stock35,000$3,238,200dollars as filedput
CRH PLC ORDG25508105Stock33,150$3,067,038dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock20,000$2,272,200dollars as filedput
BLOOM ENERGY CORP093712107COM100,000$2,221,000dollars as filedcall
POWELL INDS INC739128106COM9,007$1,996,402dollars as filed
WABTEC COM929740108Stock10,000$1,895,900dollars as filedput
BLOOM ENERGY CORP093712107COM51,149$1,136,019dollars as filed
CELANESE CORP DEL COM150870103Stock10,000$692,100dollars as filedput
ELEMENT SOLUTIONS INC COM28618M106Stock3,100$78,833dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001845660-25-000002this filing2025-02-14acceptance time not in the bulk data set