13F Filings History of Candelo Capital Management LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$109,561,024
Signature - Title
John McMonagle - Portfolio Manager
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Candelo Capital Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Candelo Capital Management LP reported 26 stock holdings with total value $109,561,024 as of Q4 2025. Top holdings included ATI, TDY, UNP, GVA, and MKSI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $109,561,024 +$55,220,321 -$58,924,036 -$3,703,715 ATI, TDY, UNP, GVA, MKSI 13F-HR 17 Feb 2026, 10:29
Q3 2025 26 $111,790,987 +$44,556,332 -$48,692,082 -$4,135,750 TDY, TRP, UNP, MOD, PWR 13F-HR 14 Nov 2025, 11:06
Q2 2025 22 $104,432,807 +$48,665,662 -$63,265,766 -$14,600,104 PTC, TRP, ATI, TDY, DTM 13F-HR 14 Aug 2025, 09:27
Q1 2025 18 $104,292,582 +$51,851,309 -$102,257,701 -$50,406,392 TDY, PWR, CW, LNG, PTC 13F-HR 15 May 2025, 11:02
Q4 2024 29 $158,738,862 +$56,475,335 -$57,175,704 -$700,369 TRP, CW, GLW, ADSK, LNG 13F-HR 14 Feb 2025, 10:10
Q3 2024 25 $155,363,984 +$58,252,381 -$47,454,949 +$10,797,432 ESI, BLDR, MMM, CSX, PTC 13F-HR 14 Nov 2024, 08:48
Q2 2024 21 $134,952,235 +$52,469,636 -$48,594,356 +$3,875,280 ESI, AER, PTC, ENTG, WAB 13F-HR 14 Aug 2024, 11:54
Q1 2024 20 $136,393,518 +$34,745,258 -$37,418,034 -$2,672,776 BLDR, GE, CRH, ESI, TEL 13F-HR 15 May 2024, 09:38
Q4 2023 21 $117,501,879 $0 $0 $0 ESI, CRH, BLDR, TFII, PTC 13F-HR 14 Feb 2024, 09:42