Candelo Capital Management LP - Q42025 Holdings

Candelo Capital Management LP holds 27 stocks with a total portfolio value of $ 112.08M as of Q42025. In Q42025, Candelo Capital Management LP added 14 new positions, increased stakes in 5 stocks, reduced 8 holdings, and fully exited 16 positions. The largest holding is Ati Inc (ATI), representing 6.49% of the total portfolio.