Obion Capital Management LP: 13F holdings
CIK 20115552026Q2
| Positions | 16 |
|---|
| Reported value | $117.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 16 (+1 vs prior quarter) |
|---|
| Reported value | $117.6m (+15.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HLT HILTON WORLDWIDE HLDGS INC | 47,901 | $15.8m | 13.5% |
| SNDA SONIDA SENIOR LIVING INC | 268,793 | $11.0m | 9.3% |
| ORLY OREILLY AUTOMOTIVE INC | 91,745 | $8.4m | 7.2% |
| AZO AUTOZONE INC | 2,497 | $8.0m | 6.8% |
| MCO MOODYS CORP | 16,843 | $7.6m | 6.5% |
| SHW SHERWIN WILLIAMS CO | 21,906 | $7.5m | 6.4% |
| LINDE PLC | 14,309 | $7.4m | 6.3% |
| GE GE AEROSPACE | 18,655 | $7.0m | 5.9% |
| UNP UNION PAC CORP | 24,200 | $6.6m | 5.6% |
| AON PLC | 19,079 | $6.3m | 5.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011555")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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