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Candelo Capital Management LP
Candelo Capital Management LP is a Delaware-registered investment management firm headquartered in New York City at 400 Madison Avenue. Founded in 2020, the firm provides discretionary investment management services, primarily serving qualified investors via pooled investment vehicles. As of mid-2025, Candelo Capital Management manages assets for a small client base, with the team entirely comprised of investment professionals. The firm is SEC-registered and focuses on institutional and high-net-worth individual clients, managing a concentrated portfolio of public equities.
Investment Strategy
Candelo Capital Management LP pursues a discretionary investment strategy focused on public equities, typically constructing a concentrated portfolio across various sectors. The firm primarily manages pooled investment vehicles for qualified investors, seeking to deliver superior risk-adjusted returns through research-driven security selection, sector diversification, and active portfolio management. Their investment approach emphasizes fundamental analysis and dynamic capital allocation based on market conditions, rather than passive indexing.
Latest 13F Filing Activity
Candelo Capital Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 22 equity positions and 4 options positions with a total 13F market value of $110M. The fund increased holdings in Ati Inc., Sherwin Williams Co., Canadian Pacific Kansas City among other positions. Candelo Capital Management LP reduced exposure to Autodesk Inc., Air Prods & Chems Inc., Ansys Inc. among others.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PTC | PTC INC | 6.79% | $7.5M | 43,500 | $171.65 | $172.34 | +$779.7K |
T TRP | TC ENERGY CORP | 6.79% | $7.5M | 153,648 | $46.72 | $48.79 | +$838.7K |
A ATI | ATI INC | 6.28% | $6.9M | 80,273 | $86.34 | $86.34 | +$6.9M |
T TDY | TELEDYNE TECHNOLOGIES INC | 5.62% | $6.2M | 12,106 | $497.71 | $512.31 | -$2.0M |
D DTM | DT MIDSTREAM INC | 5.33% | $5.9M | 53,538 | $99.43 | $109.91 | +$718.1K |
Options Positions (4)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
J JETS | ETF SER SOLUTIONS | New | Put | $2.3M | 1,000 | $22.97 | $22.97 | +1,000 | +$2.3M |
X XLE | SELECT SECTOR SPDR TR | New | Put | $2.1M | 250 | $84.81 | $84.81 | +250 | +$2.1M |
K KNF | KNIFE RIVER CORP | New | Put | $816.4K | 100 | $81.64 | $81.64 | +100 | +$816.4K |
B BKR | BAKER HUGHES COMPANY | New | Put | $766.8K | 200 | $38.34 | $38.34 | +200 | +$766.8K |
Industry Allocation
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