Caden Capital Partners, Lp Top Holdings and 13F Report (2025) About Caden Capital Partners, LpInvestment ActivityCaden Capital Partners, Lp has $327.81 million in total holdings as of December 31, 2024.Caden Capital Partners, Lp owns shares of 11 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 39.66% of the portfolio was purchased this quarter.About 21.57% of the portfolio was sold this quarter.This quarter, Caden Capital Partners, Lp has purchased 14 new stocks and bought additional shares in 8 stocks.Caden Capital Partners, Lp sold shares of 1 stock and completely divested from 4 stocks this quarter.Largest Holdings PG&E $48,770,822Danaher $48,010,153International Flavors & Fragrances $45,109,285Crown Castle $44,561,980STERIS $36,046,590 Largest New Holdings this Quarter RIVIAN AUTOMOTIVE INC $8,733,050 Holding Largest Purchases this Quarter Entegris 271,695 shares (about $26.91M)Danaher 92,795 shares (about $21.30M)STERIS 95,379 shares (about $19.61M)CoStar Group 210,171 shares (about $15.05M)Intercontinental Exchange 99,010 shares (about $14.75M) Largest Sales this Quarter Sonos 245,055 shares (about $3.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCaden Capital Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPCGPG&E$48,770,822$3,225,652 ▲7.1%2,416,79014.9%UtilitiesDHRDanaher$48,010,153$21,301,092 ▲79.8%209,14914.6%MedicalIFFInternational Flavors & Fragrances$45,109,285$13,145,834 ▲41.1%533,52213.8%Basic MaterialsCCICrown Castle$44,561,980$7,299,918 ▲19.6%490,98713.6%FinanceSTESTERIS$36,046,590$19,606,107 ▲119.3%175,35811.0%MedicalENTGEntegris$35,746,792$26,914,107 ▲304.7%360,86010.9%Computer and TechnologyCSGPCoStar Group$27,767,112$15,046,142 ▲118.3%387,8638.5%Computer and TechnologyICEIntercontinental Exchange$27,622,133$14,753,480 ▲114.6%185,3718.4%FinanceRIVIAN AUTOMOTIVE INC$8,733,050$8,733,050 ▲New Holding9,500,0002.7%NOTE 3.625%10/1 ADDEDSONOSonos$3,233,600$3,685,627 ▼-53.3%215,0001.0%Consumer DiscretionaryVVisa$2,212,2800.0%7,0000.7%Business ServicesHUMHumana$0$34,373,892 ▼-100.0%00.0%MedicalUNHUnitedHealth Group$0$15,675,271 ▼-100.0%00.0%MedicalLYVLive Nation Entertainment$0$12,472,772 ▼-100.0%00.0%Consumer DiscretionaryMTNVail Resorts$0$4,492,325 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
