StockDriftsStockDriftsTop 22 Candelo Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KGS | KODIAK GAS SVCS INC | 7.49% | 127.6K | $7.4M | new | $47.86(+53.55%) | 2026-03-31 | |
| CTRI | CENTURI HOLDINGS INC | 6.92% | 235.5K | $6.9M | +64.50%(+92.32K) | $24.79(+26.24%) | 2026-03-31 | |
| LIN | LINDE PLC | 6.83% | 13.7K | $6.8M | new | $461.08(+9.77%) | 2026-03-31 | |
| GVA | GRANITE CONSTR INC | 6.54% | 54.3K | $6.5M | +10.54%(+5.17K) | $112.99(+22.62%) | 2026-03-31 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 6.36% | 10.5K | $6.3M | -20.83%(-2.75K) | $495.52(+24.43%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC | 5.25% | 71.7K | $5.2M | new | $66.44(+16.97%) | 2026-03-31 | |
| MOD | MODINE MFG CO | 5.11% | 23.4K | $5.1M | -25.68%(-8.09K) | $120.33(+125.43%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 5.09% | 15.9K | $5.1M | -4.76%(-795) | $258.45(+61.54%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 4.44% | 12.9K | $4.4M | -1.53%(-200) | $230.86(+89.12%) | 2026-03-31 | |
| MRCY | MERCURY SYS INC | 4.44% | 60.5K | $4.4M | -5.86%(-3.77K) | $72.92(+26.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.26% | +106.09% |
| Top 20 Holdings Unweighted | +30.58% | +122.65% |
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