Caden Capital Partners, LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Caden Capital Partners, LP reported 36 stock positions worth $8.3 million. Its top holding was Samsara Class A (IOT) at 3.7% of the portfolio, followed by Rivian Automotive Class A (RIVN, 3.6%) and Sharkninja (SN, 3.3%). Compared with Q1 2026, it added to 3 and reduced 8. The biggest buy was Vital Farms (VITL, shares +87%) and the biggest sale P G & E (PCG, shares −9%).

Most Recent 13F
Q2 2026
Location
SANTA MONICA, CA
CIK
0001893767
Portfolio Value
$8.3M (Q2 2026)
SEC Filing
0001893767-26-000006 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $272.4M Q1 2024 Q2 2024: $276.5M Q2 2024 Q3 2024: $296.6M Q3 2024 Q4 2024: $319.1M Q4 2024 Q1 2025: $317.1M Q1 2025 Q2 2025: $295.4M Q2 2025 Q3 2025: $241.2M Q3 2025 Q4 2025: $44.4M Q4 2025 Q1 2026: $8.1M Q1 2026 Q2 2026: $8.3M $8.3M Q2 2026

Holdings 36 stocks · $8.3M
IOT Samsara Inc. Class A 3.65% 9,356 $303K No change
RIVN Rivian Automotive Inc. Class A 3.62% 17,312 $300K No change
SN Sharkninja Inc. 3.35% 1,826 $278K Reduce -12.0%
JPM JPMorgan Chase & Co. 3.24% 822 $269K No change
V Visa Inc. Class A 3.20% 775 $266K No change
DASH DoorDash Inc. Class A 3.12% 1,403 $259K No change
AMGN Amgen Inc. 3.11% 712 $258K No change
PCG P G & E Corp. 3.08% 15,215 $256K Reduce -9.0%
COST Costco Wholesale Corp. 3.08% 273 $255K No change
HUM Humana Inc. 3.07% 641 $255K Reduce -53.9%
CVX Chevron Corp. 3.03% 1,516 $251K No change
GOOGL Alphabet Inc. Class A 3.01% 700 $250K Reduce -30.0%
VITL Vital Farms Inc. 3.01% 21,488 $250K Add +87.0%
LYV Live Nation Entertainment Inc. 3.00% 1,361 $249K Reduce -15.5%
AMZN Amazon.com Inc. 2.98% 1,037 $247K No change
MTN Vail Resorts Inc. 2.91% 1,777 $242K No change
HD Home Depot Inc. 2.87% 676 $238K No change
UNP Union Pacific Corp. 2.82% 860 $234K Reduce -14.8%
DHR Danaher Corp. 2.79% 1,215 $231K No change
SHOP Shopify Inc. Class A 2.72% 1,978 $226K No change
SONO Sonos Inc. 2.68% 16,433 $222K No change
TOST Toast Inc. Class A 2.63% 7,841 $218K No change
ELV Elevance Health Inc. 2.63% 564 $218K Reduce -34.7%
ISRG Intuitive Surgical Inc. 2.61% 545 $217K Add +16.0%
ALRM Alarm.com Holdings Inc. 2.60% 4,620 $216K No change
MCO Moody's Corp. 2.57% 471 $213K No change
SG Sweetgreen Inc. Class A 2.57% 24,211 $213K Reduce -29.2%
MRSH Marsh & McLennan Cos 2.57% 1,278 $213K No change
BDX Becton Dickinson and Co. 2.56% 1,405 $213K No change
AS Amer Sports Inc. 2.55% 6,263 $212K No change
CCI Crown Castle Inc. 2.40% 2,636 $200K No change
STE Steris PLC 2.40% 946 $199K No change
ONON On Holding AG Class A filed as ON HLDG AG 2.35% 5,505 $195K No change
CSGP Costar Group Inc. 2.33% 6,821 $193K Add +41.5%
ICE Intercontinental Exchange Inc. 2.17% 1,461 $180K No change
WAT Waters Corp. 0.74% 163 $61K No change

Portfolio Sells Q1 2026 → Q2 2026
PCG P G & E Corp. Reduce -9.0% 3.08% −0.53
GOOGL Alphabet Inc. Class A Reduce -30.0% 3.01% −0.53
ELV Elevance Health Inc. Reduce -34.7% 2.63% −0.49
UNP Union Pacific Corp. Reduce -14.8% 2.82% −0.20
LYV Live Nation Entertainment Inc. Reduce -15.5% 3.00% −0.02
HUM Humana Inc. Reduce -53.9% 3.07% +0.10
SG Sweetgreen Inc. Class A Reduce -29.2% 2.57% +0.38
SN Sharkninja Inc. Reduce -12.0% 3.35% +0.64

Portfolio Buys Q1 2026 → Q2 2026
VITL Vital Farms Inc. Add +87.0% 3.01% +1.01
ISRG Intuitive Surgical Inc. Add +16.0% 2.61% −0.06
CSGP Costar Group Inc. Add +41.5% 2.33% −0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 36$8.3MIOT, RIVN, SN, JPM, V
Q1 2026 36$8.1MCVX, IOT, PCG, GOOGL, COST
Q4 2025 34$44.4MGOOGL, STE, DHR, RIVN, SN
Q3 2025 10$241.2MPCG, DHR, CCI, GOOGL, STE
Q2 2025 10$295.4MDHR, PCG, STE, CCI, CSGP
Q1 2025 11$317.1MPCG, DHR, IFF, CCI, CSGP
Q4 2024 10$319.1MPCG, DHR, IFF, CCI, STE
Q3 2024 14$296.6MCCI, PCG, IFF, HUM, DHR
Q2 2024 11$276.5MCCI, IFF, MTN, LYV, PCG
Q1 2024 10$272.4MIFF, CCI, MTN, PCG, DHR