13F-HR filed by Obion Capital Management LP
Obion Capital Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 15 holding rows worth $103,979,117.
- Accession
- 0001892688-26-000048
- Filer
- CIK 2011555
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 15 entries on the cover page, a total value of $103,979,117 stated on the cover page (in dollars after the unit check, H1), rows summing to $103,979,117 with VALUE read as dollars as filed, 13F file number 028-26589. 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 47,901 | $13,759,562 | dollars as filed | |
| Linde plc | G54950103 | COM | 27,792 | $11,850,231 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 2,397 | $8,129,426 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 88,145 | $8,039,706 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 15,343 | $7,837,972 | dollars as filed | |
| General Electric Company | 369604301 | COM | 22,980 | $7,078,529 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 21,606 | $7,000,992 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 30,211 | $6,988,409 | dollars as filed | |
| SONIDA SENIOR LIVING INC | 140475203 | COMMON STOCK | 194,571 | $6,344,960 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 9,378 | $5,839,306 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 16,189 | $5,712,775 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 19,859 | $5,139,311 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 17,625 | $5,027,002 | dollars as filed | |
| HEICO CORP NEW COM | 422806109 | Stock | 8,380 | $2,711,684 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 9,980 | $2,519,252 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001892688-26-000048 | this filing | 2026-02-17 | acceptance time not in the bulk data set |