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Candelo Capital Management LP

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13F filer, CIK 1845660, NEW YORK, NY

Candelo Capital Management LP reported $121,111,636 across 31 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 58.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001845660-26-000006

Period
2026-03-31
Reported value
$121M
Holdings
31
Top 10 weight
58.46%
New
13
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KGSnew+127,571$7.44M
LINnew+13,690$6.79M
WMBnew+71,661$5.22M
ATSadded+126,988$3.58M
LNGnew+10,400$2.95M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
UNPexited-24,850-$5.75M
MKSIexited-35,107-$5.61M
ATIreduced-35,250-$5.13M
DHRexited-21,200-$4.85M
ATROexited-83,642-$4.54M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001845660-26-000006, largest first. % of portfolio is the value over $99,392,981, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KGSKODIAK GAS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,571 shares 127,571$7.44M7.49%newTimeline
CTRICENTURI HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,133 shares; 2026Q1: 235,453 shares 235,453$6.88M6.92%+92,320Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,690 shares 13,690$6.79M6.83%newTimeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,088 shares; 2026Q1: 54,261 shares 54,261$6.5M6.54%+5,173Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,500 shares; 2025Q2: 12,106 shares; 2025Q3: 15,401 shares; 2025Q4: 13,202 shares; 2026Q1: 10,452 shares 10,452$6.32M6.36%-2,750Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,661 shares 71,661$5.22M5.25%newTimeline
MODMODINE MFG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,053 shares; 2025Q4: 31,511 shares; 2026Q1: 23,419 shares 23,419$5.08M5.11%-8,092Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,700 shares; 2026Q1: 15,905 shares 15,905$5.06M5.09%-795Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,100 shares; 2026Q1: 12,900 shares 12,900$4.41M4.44%-200Timeline
MRCYMERCURY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,300 shares; 2025Q4: 64,226 shares; 2026Q1: 60,460 shares 60,460$4.41M4.44%-3,766Timeline
SEISOLARIS ENERGY INFRAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,600 shares; 2026Q1: 77,574 shares 77,574$4.38M4.41%-25,026Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,315 shares; 2024Q4: 193,229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207,830 shares; 2025Q4: 209,000 shares; 2026Q1: 127,112 shares 127,112$4.34M4.37%-81,888Timeline
ATSATS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,700 shares; 2026Q1: 151,688 shares 151,688$4.27M4.3%+126,988Timeline
ATIATI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,273 shares; 2025Q3: 60,896 shares; 2025Q4: 63,396 shares; 2026Q1: 28,146 shares 28,146$4.09M4.12%-35,250Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,600 shares; 2024Q4: 16,500 shares; 2025Q1: 32,172 shares; 2025Q2: 14,670 shares; 2025Q3: 13,018 shares; 2025Q4: 7,138 shares; 2026Q1: 7,138 shares 7,138$3.92M3.94%0Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,800 shares; 2024Q4: 26,904 shares; 2025Q1: 27,000 shares; 2025Q2: 17,654 shares; 2025Q3: 8,900 shares; 2025Q4: 12,600 shares; 2026Q1: 11,700 shares 11,700$3.73M3.76%-900Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,800 shares; 2025Q4: 14,600 shares; 2026Q1: 10,710 shares 10,710$3.62M3.64%-3,890Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,167 shares; 2025Q3: 17,300 shares; 2025Q4: 12,150 shares; 2026Q1: 9,300 shares 9,300$3.33M3.35%-2,850Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,573 shares; 2024Q4: 32,273 shares; 2025Q1: 31,521 shares; 2025Q2: 11,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,400 shares 10,400$2.95M2.97%newTimeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 165,646 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,989 shares; 2025Q4: 45,089 shares; 2026Q1: 19,839 shares 19,839$2.7M2.71%-25,250Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,120 shares 10,120$2.25M2.26%newTimeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 22,346 shares; 2025Q1: 24,355 shares; 2025Q2: 9,338 shares; 2025Q3: 8,948 shares; 2025Q4: 3,079 shares; 2026Q1: 2,499 shares 2,499$1.7M1.71%-580Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SMHVANECK ETF TRUST COMput20,000$7.67M+13,000
IWMISHARES TR SHSput25,000$6.2Mnew
WWDWOODWARD INC Stockput6,000$2.15Mnew
GEGE AEROSPACE COMput5,000$1.42Mnew
VRTVERTIV HOLDINGS CO Stockput5,000$1.25Mnew
ATIATI INC Stockput7,000$1.02Mnew
HWMHOWMET AEROSPACE INC Stockput4,000$922Knew
DDDUPONT DE NEMOURS INC Stockput15,000$687Knew
XLISELECT SECTOR SPDR TR INDLput2,500$404Knew

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNPUNION PAC CORP24,850$5.75Mshares
MKSIMKS INC.35,107$5.61Mshares
DHRDANAHER CORP DEL21,200$4.85Mshares
ATROASTRONICS CORP83,642$4.54Mshares
BDCBELDEN INC36,871$4.3Mshares
SHCSOTERA HEALTH CO230,801$4.07Mshares
CHRWC H ROBINSON WORLDWIDE IN21,201$3.41Mshares
ECHOECHOSTAR CORP22,300$2.42Mshares
KNXKNIGHT-SWIFT TRANSN HLDGS IN46,194$2.42Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001845660-26-000006 base2026-05-15acceptance time not in the bulk data set